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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
626
Magnus Financial Group
New York
$802K +$243 +4 +0%
TWP
627
TFO Wealth Partners
Ohio
$800K +$128K +2,108 +20%
NL
628
NWAM LLC
Washington
$799K +$759K +12,523 New
LFF
629
Level Four Financial
Texas
$795K +$756K +12,463 New
9WM
630
9258 Wealth Management
Ohio
$793K -$2.12M -34,994 -74%
SWA
631
SFMG Wealth Advisors
Texas
$793K -$86.2K -1,422 -10%
FC
632
Ferris Capital
Massachusetts
$793K – – –
BCM
633
Brasada Capital Management
Texas
$788K -$16K -264 -2%
MFA
634
Mayflower Financial Advisors
Massachusetts
$788K +$749K +12,347 New
IAIM
635
International Assets Investment Management
Florida
$784K -$133K -2,201 -15%
CTA
636
Colonial Trust Advisors
South Carolina
$783K +$10.3K +170 +1%
PFBT
637
Parkside Financial Bank & Trust
Missouri
$781K -$81.1K -1,338 -10%
NCM
638
Neumann Capital Management
California
$781K – – –
RA
639
Reby Advisors
Connecticut
$773K +$734K +12,104 New
TI
640
Truepoint Inc
Ohio
$772K +$734K +12,104 New
Lazard Asset Management
641
Lazard Asset Management
New York
$763K – – –
NAM
642
NorthCoast Asset Management
Connecticut
$760K -$93.5K -1,542 -11%
DSC
643
Duncker Streett & Co
Missouri
$755K -$11.8K -194 -2%
SSW
644
Smith Shellnut Wilson
Mississippi
$750K +$548K +9,032 +333%
FA
645
Fountainhead AM
New Jersey
$746K +$708K +11,684 New
FWM
646
Focused Wealth Management
New York
$744K -$15K -248 -2%
FDCDDQ
647
Federation des caisses Desjardins du Quebec
Quebec, Canada
$740K – – –
PA
648
Pinnacle Associates
New York
$740K – – –
TYCC
649
Texas Yale Capital Corp
Florida
$740K – – –
DI
650
Disciplined Investments
Oklahoma
$736K +$61 +1 +0%