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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
901
Cornerstone Wealth Advisors
Minnesota
$260K +$259K +4,000 New
RWM
902
Ritholtz Wealth Management
New York
$260K +$259K +4,000 New
GJIC
903
Gamble Jones Investment Counsel
California
$259K – – –
1W
904
1776 Wealth
Georgia
$258K – – –
FI
905
Financial Insights
Washington
$258K – – –
ZF
906
Zhang Financial
Michigan
$257K – – –
OCM
907
Oakwood Capital Management
California
$256K -$33K -510 -11%
KCM
908
Karp Capital Management
California
$256K – – –
OWM
909
Opes Wealth Management
California
$256K +$103K +1,600 New
GKWIM
910
Gerber Kawasaki Wealth & Investment Management
California
$255K – – –
PGA
911
Portland Global Advisors
Maine
$255K – – –
EWA
912
Exencial Wealth Advisors
Oklahoma
$253K -$13.1K -202 -5%
JF
913
JSF Financial
California
$250K -$91.9K -1,422 -27%
CSM
914
CAMG Solamere Management
North Carolina
$249K – – –
HCMT
915
Highland Capital Management (Tennessee)
Tennessee
$249K – – –
EIG
916
Ellenbecker Investment Group
Wisconsin
$247K -$23.5K -363 -9%
PSIWM
917
Paradigm Strategies in Wealth Management
Minnesota
$247K +$245K +3,788 New
BCA
918
Bay Colony Advisors
Massachusetts
$246K +$388 +6 +0.2%
AL
919
Aspiriant LLC
California
$245K -$224K -3,460 -48%
Calamos Advisors
920
Calamos Advisors
Illinois
$245K – – –
RA
921
RFG Advisory
Alabama
$244K -$3.17M -49,017 -93%
AWM
922
Altium Wealth Management
New York
$244K -$31.5K -488 -12%
SMA
923
Sage Mountain Advisors
Georgia
$244K – – –
IFG
924
Independent Financial Group
California
$241K +$194 +3 +0.1%
MAS
925
Managed Account Services
Florida
$240K -$1.94K -30 -0.8%