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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FNC
1076
First National Corp
Massachusetts
$496K – – –
GWS
1077
Glassman Wealth Services
Virginia
$496K – – –
NDSI
1078
Newman Dignan & Sheerar Inc
Rhode Island
$496K -$50K -622 -10%
AGWCA
1079
Annis Gardner Whiting Capital Advisors
Florida
$494K +$133K +1,650 +39%
KA
1080
Klingman & Associates
New York
$488K – – –
BTWM
1081
Baker Tilly Wealth Management
Wisconsin
$488K -$84.5K -1,052 -15%
SWA
1082
Sax Wealth Advisors
New Jersey
$488K +$321 +4 +0.1%
BBPWM
1083
Blue Bell Private Wealth Management
Pennsylvania
$488K -$48.2K -600 -9%
SIC
1084
Samalin Investment Counsel
New York
$487K +$482 +6 +0.1%
SWA
1085
Strata Wealth Advisors
Texas
$486K -$47K -585 -9%
GP
1086
Girard Partners
Pennsylvania
$486K +$41.4K +515 +10%
EFG
1087
Everhart Financial Group
Ohio
$483K +$459K +5,717 New
EWA
1088
Evolution Wealth Advisors
Florida
$483K +$221K +2,755 +93%
MCM
1089
Mengis Capital Management
Oregon
$482K – – –
PAM
1090
Palisade Asset Management
Minnesota
$482K – – –
OPWM
1091
Oakwell Private Wealth Management
Texas
$482K – – –
DSC
1092
Duncker Streett & Co
Missouri
$482K +$241 +3 +0.1%
JFGIW
1093
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$481K -$52.7K -656 -10%
FAM
1094
Formidable Asset Management
Ohio
$478K – – –
OWA
1095
ORBA Wealth Advisors
Illinois
$473K -$32.1K -400 -7%
GIA
1096
Guyasuta Investment Advisors
Pennsylvania
$472K – – –
LJAC
1097
L.J. Altfest & Co
New York
$470K – – –
SFG
1098
Sage Financial Group
Pennsylvania
$470K – – –
HBW
1099
Hazlett, Burt & Watson
West Virginia
$469K -$103K -1,277 -19%
BC
1100
Brio Consultants
California
$469K – – –