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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FIM
676
Fernwood Investment Management
Massachusetts
$714K +$16K +210 +2%
TWM
677
Tradition Wealth Management
Minnesota
$713K – – –
RC
678
RegentAtlantic Capital
New Jersey
$711K -$180K -2,364 -20%
JIC
679
Joel Isaacson & Co
New York
$708K +$19.3K +253 +3%
GWS
680
Glassman Wealth Services
Virginia
$707K – – –
CFG
681
Cooper Financial Group
California
$702K +$1.52K +20 +0.2%
GSEP
682
Golden State Equity Partners
California
$702K +$55.8K +732 +8%
SIC
683
Samalin Investment Counsel
New York
$701K -$37.5K -492 -5%
CB
684
CNB Bank
Pennsylvania
$695K – – –
GP
685
Girard Partners
Pennsylvania
$692K -$17.4K -228 -2%
CANC
686
Culbertson A N & Co
Virginia
$688K – – –
MCM
687
Mengis Capital Management
Oregon
$686K – – –
FCB
688
First Command Bank
Texas
$685K -$38.1K -500 -5%
FCFS
689
First Command Financial Services
Texas
$685K -$38.1K -500 -5%
TI
690
tru Independence
Oregon
$684K +$706K +9,258 New
HCA
691
Heck Capital Advisors
Wisconsin
$684K -$130K -1,704 -16%
GEA
692
Glen Eagle Advisors
New Jersey
$683K – – –
TWP
693
TFO Wealth Partners
Ohio
$680K -$26.1K -342 -4%
AFG
694
Albion Financial Group
Utah
$680K – – –
JFG
695
JMG Financial Group
Illinois
$679K -$165K -2,158 -19%
BCP
696
Blue Chip Partners
Michigan
$670K -$2.52K -33 -0.4%
RMCM
697
Reynders McVeigh Capital Management
Massachusetts
$670K – – –
SDWMA
698
Schneider Downs Wealth Management Advisors
Pennsylvania
$670K +$8.84K +116 +1%
BFG
699
Berger Financial Group
Minnesota
$667K – – –
KFA
700
Kelleher Financial Advisors
New York
$665K +$686K +9,000 New