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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
701
Capital Investment Advisors
Georgia
$926K +$59.3K +736 +7%
FWCM
702
Ferguson Wellman Capital Management
Oregon
$926K +$101K +1,255 +13%
MA
703
MKT Advisors
California
$926K +$1.03M +12,724 New
MWM
704
McNaughton Wealth Management
California
$925K +$7.49K +93 +0.8%
CGFA
705
Colton Groome Financial Advisors
North Carolina
$921K -$25.6K -318 -3%
BCM
706
Brasada Capital Management
Texas
$920K – – –
TWM
707
Tradition Wealth Management
Minnesota
$920K +$109K +1,347 +14%
MA
708
Montag & Associates
Georgia
$908K -$12.6K -157 -1%
PFBT
709
Parkside Financial Bank & Trust
Missouri
$906K +$18.9K +234 +2%
AIA
710
Arbor Investment Advisors
North Carolina
$905K – – –
CFD
711
Creative Financial Designs
Indiana
$899K +$30.4K +377 +4%
JWBC
712
J.W. Burns & Co
New York
$898K -$10.1K -125 -1%
FA
713
Fiducient Advisors
Illinois
$887K +$2.34K +29 +0.3%
SWM
714
Stockman Wealth Management
Montana
$885K – – –
JAG
715
Journey Advisory Group
Kentucky
$882K – – –
NCM
716
Neumann Capital Management
California
$882K – – –
FRA
717
Front Row Advisors
California
$871K -$9.91K -123 -1%
HIA
718
Harbor Investment Advisory
Maryland
$868K -$967 -12 -0.1%
CPO
719
Cerity Partners OCIO
New York
$865K -$10.2K -127 -1%
PP
720
Prosperity Planning
Missouri
$863K -$19.8K -246 -2%
Lazard Asset Management
721
Lazard Asset Management
New York
$860K – – –
MA
722
MONECO Advisors
Connecticut
$858K -$39.1K -485 -4%
KW
723
KWB Wealth
California
$855K – – –
PWPS
724
Pinnacle Wealth Planning Services
Ohio
$851K +$147K +1,825 +22%
LTI
725
Laffer Tengler Investments
Tennessee
$848K – – –