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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MC
1076
Moors & Cabot
Massachusetts
$248K
GCA
1077
Gradient Capital Advisors
California
$247K
SHIM
1078
Stone House Investment Management
Pennsylvania
$246K +$19.2K +256 +9%
SWM
1079
Selective Wealth Management
Virginia
$245K
ML
1080
McAdam LLC
Pennsylvania
$244K +$27.1K +361 +13%
GG
1081
Gofen & Glossberg
Illinois
$241K -$37.6K -500 -14%
CSWM
1082
Cassady Schiller Wealth Management
Ohio
$240K +$75 +1 +0%
MKC
1083
M. Kraus & Co
Vermont
$237K
HFS
1084
Howard Financial Services
Texas
$237K +$376 +5 +0.2%
GLA
1085
Good Life Advisors
Pennsylvania
$237K +$3.31K +44 +1%
CAMG
1086
CWA Asset Management Group
Florida
$236K -$81.9K -1,090 -26%
CL
1087
CIM LLC
New York
$236K
SG Americas Securities
1088
SG Americas Securities
New York
$236K
SNB
1089
Security National Bank
Nebraska
$235K +$231K +3,072 New
TIM
1090
Tortoise Investment Management
New York
$234K -$12K -160 -5%
RL
1091
Retireful LLC
Michigan
$234K +$261K +3,469 New
SW
1092
SkyOak Wealth
Michigan
$232K
UL
1093
Unionview LLC
Washington
$232K
HBW
1094
Hazlett, Burt & Watson
West Virginia
$231K +$227K +3,015 New
CT
1095
Caldwell Trust
Florida
$231K
MCM
1096
Morton Capital Management
California
$231K
BC
1097
Burney Company
Virginia
$230K
1W
1098
1776 Wealth
Georgia
$229K
AA
1099
Aufman Associates
Pennsylvania
$229K
LFG
1100
Lockerman Financial Group
California
$229K +$225K +2,998 New