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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JAG
701
Journey Advisory Group
Kentucky
$805K – – –
KWM
702
Kingsview Wealth Management
Oregon
$804K +$167K +2,220 +27%
JFG
703
JMG Financial Group
Illinois
$789K +$85.4K +1,137 +12%
Lazard Asset Management
704
Lazard Asset Management
New York
$785K – – –
TWM
705
Titus Wealth Management
California
$783K +$158K +2,099 +26%
NCM
706
Neumann Capital Management
California
$782K -$22.5K -300 -3%
FRA
707
Front Row Advisors
California
$780K -$15K -200 -2%
MA
708
Montag & Associates
Georgia
$775K -$52.9K -704 -6%
SWA
709
Sutton Wealth Advisors
Florida
$772K – – –
LTI
710
Laffer Tengler Investments
Tennessee
$770K -$3.98K -53 -0.5%
PCA
711
Personal Capital Advisors
California
$770K -$455K -6,054 -38%
HCA
712
Heck Capital Advisors
Wisconsin
$769K -$121K -1,616 -14%
AFA
713
American Financial Advisors
Georgia
$768K +$1.35K +18 +0.2%
EWA
714
ERTS Wealth Advisors
Michigan
$767K +$754K +10,041 New
HIA
715
Harbor Investment Advisory
Maryland
$764K -$27.8K -370 -4%
FCA
716
FinTrust Capital Advisors
South Carolina
$762K – – –
FHA
717
Flagship Harbor Advisors
Massachusetts
$761K -$190K -2,524 -20%
RC
718
RegentAtlantic Capital
New Jersey
$761K -$4.81K -64 -0.6%
SQA
719
Simon Quick Advisors
New Jersey
$753K -$5.41K -72 -0.7%
BFA
720
Beaumont Financial Advisors
Massachusetts
$745K – – –
BCWM
721
Bartlett & Co Wealth Management
Ohio
$744K +$96K +1,278 +15%
NDSI
722
Newman Dignan & Sheerar Inc
Rhode Island
$744K -$186K -2,475 -20%
BC
723
Bartlett & Co
Ohio
$744K +$96K +1,278 +15%
HCM
724
Highview Capital Management
Illinois
$744K +$375K +4,987 +105%
OC
725
Oakworth Capital
Alabama
$740K – – –