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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
851
Mengis Capital Management
Oregon
$356K -$171K -2,585 -30%
BWM
852
BlackDiamond Wealth Management
New York
$356K -$78.8K -1,190 -18%
HWA
853
HCR Wealth Advisors
California
$356K
SB
854
Sunflower Bank
Texas
$355K
BWM
855
BerganKDV Wealth Management
Minnesota
$354K
AC
856
Abbrea Capital
California
$349K
QCM
857
Quantinno Capital Management
New York
$349K +$383K +5,786 New
BC
858
Brio Consultants
California
$347K -$66 -1 -0%
Millennium Management
859
Millennium Management
New York
$346K -$633K -9,567 -63%
OPWM
860
Oakwell Private Wealth Management
Texas
$344K
WMS
861
Wealth Management Solutions
Pennsylvania
$340K -$107K -1,622 -22%
BTWM
862
Baker Tilly Wealth Management
Wisconsin
$339K
MI
863
Moneywise Inc
Virginia
$339K +$529 +8 +0.1%
FPIS
864
Financial Planning & Information Services
Wisconsin
$338K +$2.52K +38 +0.7%
ACM
865
Advisors Capital Management
New Jersey
$337K -$37.7K -570 -9%
ACP
866
Arcus Capital Partners
Georgia
$336K
TF
867
Tompkins Financial
New York
$333K -$65.1K -984 -15%
BOPW
868
Brandywine Oak Private Wealth
Pennsylvania
$333K
CAM
869
Concorde Asset Management
Michigan
$331K -$455K -6,882 -56%
PL
870
Parthenon LLC
Kentucky
$331K
GP
871
Girard Partners
Pennsylvania
$330K +$66 +1 +0%
IGWM
872
ICA Group Wealth Management
Colorado
$330K +$1.65K +25 +0.5%
WA1
873
Wimmer Associates 1
California
$326K
Betterment LLC
874
Betterment LLC
New York
$325K +$11.9K +180 +3%
AWA
875
Aaron Wealth Advisors
Illinois
$324K +$115K +1,735 +48%