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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FAM
626
Formidable Asset Management
Ohio
$814K +$262K +3,790 +53%
MA
627
Montag & Associates
Georgia
$813K
FA
628
Fiducient Advisors
Illinois
$806K +$2.08K +30 +0.3%
CTA
629
Colonial Trust Advisors
South Carolina
$805K -$13.7K -198 -2%
FRA
630
Front Row Advisors
California
$799K -$20.8K -300 -3%
HCA
631
Heck Capital Advisors
Wisconsin
$797K +$186K +2,692 +33%
PCA
632
Personal Capital Advisors
California
$793K +$15.1K +218 +2%
Asset Management One
633
Asset Management One
Japan
$792K +$443K +6,400 +142%
JWBC
634
J.W. Burns & Co
New York
$789K -$84.8K -1,225 -10%
WWM
635
Windsor Wealth Management
Indiana
$789K
PFBT
636
Parkside Financial Bank & Trust
Missouri
$787K -$66.9K -966 -8%
FCH
637
Freestone Capital Holdings
Washington
$787K
AIA
638
Arbor Investment Advisors
North Carolina
$786K
JAG
639
Journey Advisory Group
Kentucky
$780K
ACWM
640
Adams Chetwood Wealth Management
North Carolina
$778K
AFA
641
American Financial Advisors
Georgia
$773K -$147K -2,124 -17%
BCWM
642
Bartlett & Co Wealth Management
Ohio
$772K +$46.4K +670 +7%
BC
643
Bartlett & Co
Ohio
$772K +$46.4K +670 +7%
SWM
644
Stockman Wealth Management
Montana
$769K
NCM
645
Neumann Capital Management
California
$767K -$118K -1,700 -14%
PP
646
Prosperity Planning
Missouri
$765K -$623 -9 -0.1%
HIA
647
Harbor Investment Advisory
Maryland
$755K -$9K -130 -1%
FIB
648
First Interstate Bank
Montana
$753K +$717K +10,356 New
DT
649
Diversified Trust
Tennessee
$750K +$31.8K +459 +5%
Lazard Asset Management
650
Lazard Asset Management
New York
$747K -$116K -1,680 -14%