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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JFG
701
JMG Financial Group
Illinois
$789K +$85.4K +1,137 +12%
Lazard Asset Management
702
Lazard Asset Management
New York
$785K
TWM
703
Titus Wealth Management
California
$783K +$158K +2,099 +26%
NCM
704
Neumann Capital Management
California
$782K -$22.5K -300 -3%
FRA
705
Front Row Advisors
California
$780K -$15K -200 -2%
MA
706
Montag & Associates
Georgia
$775K -$52.9K -704 -6%
SWA
707
Sutton Wealth Advisors
Florida
$772K
LTI
708
Laffer Tengler Investments
Tennessee
$770K -$3.98K -53 -0.5%
PCA
709
Personal Capital Advisors
California
$770K -$455K -6,054 -38%
HCA
710
Heck Capital Advisors
Wisconsin
$769K -$121K -1,616 -14%
AFA
711
American Financial Advisors
Georgia
$768K +$1.35K +18 +0.2%
EWA
712
ERTS Wealth Advisors
Michigan
$767K +$754K +10,041 New
HIA
713
Harbor Investment Advisory
Maryland
$764K -$27.8K -370 -4%
FCA
714
FinTrust Capital Advisors
South Carolina
$762K
FHA
715
Flagship Harbor Advisors
Massachusetts
$761K -$190K -2,524 -20%
RC
716
RegentAtlantic Capital
New Jersey
$761K -$4.81K -64 -0.6%
SQA
717
Simon Quick Advisors
New Jersey
$753K -$5.41K -72 -0.7%
BFA
718
Beaumont Financial Advisors
Massachusetts
$745K
BCWM
719
Bartlett & Co Wealth Management
Ohio
$744K +$96K +1,278 +15%
NDSI
720
Newman Dignan & Sheerar Inc
Rhode Island
$744K -$186K -2,475 -20%
BC
721
Bartlett & Co
Ohio
$744K +$96K +1,278 +15%
HCM
722
Highview Capital Management
Illinois
$744K +$375K +4,987 +105%
OC
723
Oakworth Capital
Alabama
$740K
AWM
724
Altium Wealth Management
New York
$740K +$346K +4,602 +90%
FIM
725
Fernwood Investment Management
Massachusetts
$738K