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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
726
Altium Wealth Management
New York
$740K +$346K +4,602 +90%
FIM
727
Fernwood Investment Management
Massachusetts
$738K – – –
SIC
728
Sigma Investment Counselors
Michigan
$734K +$145K +1,925 +25%
GWS
729
Glassman Wealth Services
Virginia
$731K – – –
NCM
730
NCM Capital Management
New Jersey
$730K +$165K +2,202 +30%
WCG
731
Weaver Consulting Group
California
$728K +$37K +492 +5%
AFP
732
Advus Financial Partners
Florida
$725K +$520K +6,918 +268%
Neuberger Berman Group
733
Neuberger Berman Group
New York
$723K +$394K +5,239 +124%
PB
734
Pinnacle Bancorp
Nebraska
$721K -$38.4K -511 -5%
RBFC
735
Roman Butler Fullerton & Co
Missouri
$718K -$4.51K -60 -0.6%
CB
736
CNB Bank
Pennsylvania
$718K – – –
UFA
737
US Financial Advisors
Massachusetts
$713K -$208K -2,763 -23%
CGFA
738
Colton Groome Financial Advisors
North Carolina
$713K -$125K -1,668 -15%
EWM
739
Empirical Wealth Management
Washington
$713K +$39.1K +520 +6%
SFO
740
Stokes Family Office
Louisiana
$712K +$449K +5,972 +178%
CANC
741
Culbertson A N & Co
Virginia
$711K – – –
CTA
742
Colonial Trust Advisors
South Carolina
$705K -$18.6K -247 -3%
AFG
743
Albion Financial Group
Utah
$703K – – –
SDWMA
744
Schneider Downs Wealth Management Advisors
Pennsylvania
$697K +$4.81K +64 +0.7%
RMCM
745
Reynders McVeigh Capital Management
Massachusetts
$692K – – –
CWS
746
Confluence Wealth Services
Pennsylvania
$688K -$15.2K -202 -2%
AssetMark Inc
747
AssetMark Inc
California
$688K +$533K +7,093 +370%
KFA
748
Kelleher Financial Advisors
New York
$687K – – –
PA
749
Pinnacle Associates
New York
$686K – – –
JIC
750
Joel Isaacson & Co
New York
$685K -$4.21K -56 -0.6%