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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BOH
601
Bank of Hawaii
Hawaii
$802K – – –
MCM
602
McDonough Capital Management
Florida
$801K – – –
NCM
603
Novare Capital Management
North Carolina
$797K +$130K +2,004 +17%
GWM
604
GSB Wealth Management
Connecticut
$796K -$7.6K -117 -0.8%
MA
605
MKT Advisors
California
$796K +$13.4K +207 +2%
LNC
606
Lincoln National Corp
Pennsylvania
$793K -$374K -5,760 -30%
CPO
607
Cerity Partners OCIO
New York
$788K +$33.7K +518 +4%
Koshinski Asset Management
608
Koshinski Asset Management
Illinois
$787K +$130 +2 +0%
PAMG
609
Patton Albertson Miller Group
Tennessee
$786K -$21.2K -326 -2%
PCM
610
Perritt Capital Management
Illinois
$782K -$14.9K -230 -2%
CW
611
Connectus Wealth
Ohio
$779K -$15K -231 -2%
WI
612
Wintrust Investments
Illinois
$777K -$391K -6,015 -31%
TSWM
613
Tyler-Stone Wealth Management
Ohio
$776K -$362K -5,574 -29%
SCM
614
SOL Capital Management
Maryland
$775K – – –
TPWA
615
TRUE Private Wealth Advisors
Oregon
$767K – – –
CWP
616
CFM Wealth Partners
Texas
$763K +$268K +4,128 +46%
TFO
617
Tarbox Family Office
California
$761K – – –
CW
618
CreativeOne Wealth
Kansas
$761K +$93.5K +1,439 +12%
UCIG
619
Ulrich Consultants & Investment Group
New Mexico
$758K – – –
S
620
SignatureFD
Georgia
$757K -$9.42K -145 -1%
ATFA
621
All Terrain Financial Advisors
Minnesota
$755K -$13.9K -214 -2%
PAS
622
Park Avenue Securities
New York
$751K +$186K +2,856 +28%
WWM
623
Windsor Wealth Management
Indiana
$750K +$31.7K +488 +4%
CPA
624
Capital Planning Advisors
California
$747K – – –
QCG
625
Quadrant Capital Group
Ohio
$746K -$15.6K -240 -2%