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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ADL
1051
Asset Dedication LLC
California
$183K +$206K +3,165 New
SWM
1052
Selective Wealth Management
Virginia
$182K
PAI
1053
Pittenger & Anderson Inc
Nebraska
$179K -$4.42K -68 -2%
SG Americas Securities
1054
SG Americas Securities
New York
$179K
HBW
1055
Hazlett, Burt & Watson
West Virginia
$179K +$5K +77 +3%
TIM
1056
Tortoise Investment Management
New York
$177K
HIA
1057
Harbor Investment Advisory
Maryland
$175K -$39.3K -605 -17%
QC
1058
Quent Capital
New York
$170K +$65 +1 +0%
KC
1059
Kenfarb & Co
Kentucky
$169K
CHC
1060
City Holding Co
West Virginia
$163K +$5.39K +83 +3%
GGI
1061
Godsey & Gibb Inc
Virginia
$160K
BWM
1062
Baystate Wealth Management
Massachusetts
$160K +$112K +1,729 +166%
CPA
1063
Cardiff Park Advisors
California
$159K
AA
1064
Ancora Advisors
Ohio
$153K +$130 +2 +0.1%
CT
1065
Colonial Trust
South Carolina
$152K +$171K +2,625 New
EI
1066
Ellevest Inc
New York
$150K
WBC
1067
West Branch Capital
Massachusetts
$146K +$80.8K +1,243 +97%
GI
1068
Gradient Investments
Minnesota
$145K +$23.4K +360 +17%
TCOV
1069
Trust Company of Vermont
Vermont
$141K -$7.41K -114 -4%
RMC
1070
Resources Management Corp
Connecticut
$136K
PP
1071
PFS Partners
New Jersey
$129K
IFA
1072
Interactive Financial Advisors
Illinois
$127K -$2.99K -46 -2%
WTA
1073
Washington Trust Advisors
Massachusetts
$126K
SC
1074
Sawyer & Company
Massachusetts
$125K
SFC
1075
SYM Financial Corp
Indiana
$123K -$184K -2,827 -57%