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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAM
851
Palisade Asset Management
Minnesota
$342K – – –
RBC
852
Roble Belko & Company
Pennsylvania
$338K – – –
OPWM
853
Oakwell Private Wealth Management
Texas
$338K +$321K +5,300 New
KFI
854
Key Financial Inc
Pennsylvania
$337K +$24.3K +400 +8%
JF
855
JSF Financial
California
$336K -$60.8K -1,003 -16%
MWP
856
Madison Wealth Partners
Wisconsin
$336K +$319K +5,266 New
ADL
857
Asset Dedication LLC
California
$335K – – –
NFG
858
NewFocus Financial Group
Washington
$334K -$74.2K -1,224 -19%
CP
859
Covenant Partners
Tennessee
$330K -$30.2K -498 -9%
WWM
860
WT Wealth Management
Arizona
$330K -$2.12K -35 -0.7%
OCG
861
Opus Capital Group
Ohio
$328K – – –
CAC
862
Core Alternative Capital
Georgia
$326K – – –
GG
863
Gleason Group
Kentucky
$326K +$788 +13 +0.3%
TGAM
864
TBH Global Asset Management
Tennessee
$326K +$62.3K +1,027 +25%
FB
865
Fulton Bank
Pennsylvania
$325K – – –
CFC
866
Coyle Financial Counsel
Illinois
$322K – – –
Chevy Chase Trust
867
Chevy Chase Trust
Maryland
$318K – – –
MP
868
McDonald Partners
Ohio
$316K +$300K +4,949 New
KIA
869
KCM Investment Advisors
California
$314K – – –
CAG
870
Curtis Advisory Group
California
$312K – – –
LGWM
871
Litman Gregory Wealth Management
California
$310K – – –
PL
872
Plancorp LLC
Missouri
$309K +$4.91K +81 +2%
TCA
873
Transcend Capital Advisors
New Jersey
$308K +$292K +4,820 New
CCM
874
Condor Capital Management
New Jersey
$307K -$332K -5,468 -53%
LWM
875
Laidlaw Wealth Management
New York
$306K +$291K +4,796 New