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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PBF
801
Petix & Botte Financial
California
$200K – – –
SIAS
802
Shine Investment Advisory Services
Colorado
$197K – – –
WG
803
Welch Group
Alabama
$197K +$225K +4,768 New
WLPWM
804
Walled Lake Planning & Wealth Management
Illinois
$192K -$3.03K -64 -1%
FANJ
805
Financial Architects (New Jersey)
New Jersey
$190K -$12.7K -268 -6%
VCS
806
Vaughan & Co Securities
New Jersey
$183K – – –
SC
807
Sawyer & Company
Massachusetts
$181K – – –
AA
808
Ancora Advisors
Ohio
$181K +$2.08K +44 +1%
GSWM
809
Golden State Wealth Management
California
$175K +$201K +4,244 New
JFGIW
810
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$165K – – –
Marshall Wace
811
Marshall Wace
United Kingdom
$165K +$189K +3,988 New
MMG
812
Monetary Management Group
Missouri
$165K +$189K +4,000 New
SMFS
813
Squar Milner Financial Services
California
$163K -$150K -3,176 -45%
1W
814
1776 Wealth
Georgia
$163K – – –
MFT
815
Moisand Fitzgerald Tamayo
Florida
$160K -$4.35K -92 -2%
LS
816
Leelyn Smith
Illinois
$156K +$178K +3,772 New
HR
817
Howe & Rusling
New York
$155K – – –
TIM
818
Tortoise Investment Management
New York
$153K – – –
KPW
819
Kore Private Wealth
New York
$151K – – –
BL
820
Balentine LLC
Georgia
$149K +$170K +3,600 New
BWM
821
BerganKDV Wealth Management
Minnesota
$147K – – –
CCM
822
Covington Capital Management
California
$145K +$6.24K +132 +4%
NEIRG
823
New England Investment & Retirement Group
Massachusetts
$136K -$19.3M -408,176 -99%
EW
824
Evoke Wealth
California
$134K +$154K +3,256 New
QAM
825
QCI Asset Management
New York
$132K – – –