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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
776
Montag & Associates
Georgia
$620K – – –
FWA
777
FSM Wealth Advisors
Ohio
$620K – – –
AssetMark Inc
778
AssetMark Inc
California
$618K +$471K +7,126 +434%
WFAG
779
Worth Financial Advisory Group
North Carolina
$616K -$4.5K -68 -0.8%
FFA
780
First Foundation Advisors
California
$615K -$3.9K -59 -0.7%
CFD
781
Creative Financial Designs
Indiana
$614K +$14.7K +223 +3%
TWP
782
TFO Wealth Partners
Ohio
$612K +$132 +2 +0%
FIM
783
Fernwood Investment Management
Massachusetts
$611K – – –
HFS
784
Heritage Financial Services
Massachusetts
$607K – – –
NW
785
Naviter Wealth
Arkansas
$607K +$569K +8,612 New
TWM
786
Tradition Wealth Management
Minnesota
$605K -$39.1K -592 -6%
CAG
787
Curtis Advisory Group
California
$605K – – –
CWM
788
Centurion Wealth Management
Virginia
$605K +$66 +1 +0%
TCA
789
Transcend Capital Advisors
New Jersey
$604K +$147K +2,221 +35%
BFA
790
Beacon Financial Advisory
Ohio
$599K +$595 +9 +0.1%
BWL
791
Bogart Wealth LLC
Virginia
$598K +$384K +5,810 +217%
Lazard Asset Management
792
Lazard Asset Management
New York
$598K -$68.1K -1,030 -11%
CGPCS
793
Capital Group Private Client Services
California
$597K -$926 -14 -0.2%
RA
794
RFG Advisory
Alabama
$594K +$247K +3,735 +80%
Renaissance Technologies
795
Renaissance Technologies
New York
$592K -$1.84M -27,800 -77%
CWM
796
Castle Wealth Management
Florida
$591K – – –
SAG
797
SageView Advisory Group
California
$590K +$110K +1,662 +25%
FT
798
Fiduciary Trust
Massachusetts
$590K +$124K +1,878 +29%
SWA
799
SOA Wealth Advisors
New York
$587K -$23.3K -353 -4%
ACIM
800
Azimuth Capital Investment Management
Michigan
$585K -$165K -2,490 -23%