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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PMG
1001
ProVise Management Group
Florida
$806K -$50.1K -543 -6%
GKWIM
1002
Gerber Kawasaki Wealth & Investment Management
California
$805K +$13.8K +150 +2%
LSIA
1003
LaSalle St. Investment Advisors
Illinois
$796K +$768K +8,316 New
WAM
1004
Wallington Asset Management
Indiana
$792K – – –
HBW
1005
Hazlett, Burt & Watson
West Virginia
$792K +$108K +1,167 +16%
LFG
1006
Larson Financial Group
Missouri
$789K -$1.72M -18,671 -69%
JSW
1007
Journey Strategic Wealth
New Jersey
$787K +$171K +1,851 +29%
Millennium Management
1008
Millennium Management
New York
$786K -$157K -1,698 -17%
BPWM
1009
Badgley Phelps Wealth Managers
Washington
$786K +$758K +8,205 New
NRC
1010
New Republic Capital
North Carolina
$785K -$66K -715 -8%
Neuberger Berman Group
1011
Neuberger Berman Group
New York
$784K +$63.1K +683 +9%
BFS
1012
Bare Financial Services
Pennsylvania
$783K -$49.1K -532 -6%
LFP
1013
Lakeshore Financial Planning
Michigan
$782K +$754K +8,166 New
SIC
1014
Salem Investment Counselors
North Carolina
$782K – – –
ATFA
1015
All Terrain Financial Advisors
Minnesota
$782K -$107K -1,154 -12%
FMTC
1016
Farmers & Merchants Trust Company
California
$781K -$124K -1,340 -14%
FPGK
1017
Financial Partners Group (Kansas)
Kansas
$776K +$2.22K +24 +0.3%
SKK
1018
Shepherd Kaplan Krochuk
Massachusetts
$776K +$15.1K +164 +2%
JGC
1019
J. Goldman & Co
New York
$775K +$747K +8,091 New
AFG
1020
Albion Financial Group
Utah
$771K +$69.8K +756 +10%
HA
1021
Herold Advisors
New York
$770K +$247K +2,678 +50%
FIB
1022
First Interstate Bank
Montana
$769K – – –
WCG
1023
Weaver Consulting Group
California
$768K +$739 +8 +0.1%
MWM
1024
Meridian Wealth Management
Kentucky
$767K +$739K +8,008 New
GI
1025
GAMCO Investors
Connecticut
$766K – – –