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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MYIA
1201
Mount Yale Investment Advisors
Colorado
$713K -$4.77M -41,459 -88%
LCGC
1202
Legacy Capital Group California
California
$713K +$299K +2,603 +79%
DI
1203
Disciplined Investments
Oklahoma
$712K – – –
DIA
1204
Dana Investment Advisors
Wisconsin
$710K +$1.61K +14 +0.2%
BWM
1205
BAM Wealth Management
Colorado
$708K +$675K +5,865 New
Squarepoint
1206
Squarepoint
New York
$702K +$669K +5,818 New
WCP
1207
Wick Capital Partners
Pennsylvania
$702K -$1.37M -11,868 -67%
DE
1208
Diversified Enterprises
Delaware
$701K -$20.2K -176 -3%
AGWCA
1209
Annis Gardner Whiting Capital Advisors
Florida
$697K – – –
CFA
1210
CWS Financial Advisors
Michigan
$691K +$230 +2 +0%
TIM
1211
Tortoise Investment Management
New York
$690K +$345 +3 +0.1%
PAM
1212
Palisade Asset Management
Minnesota
$689K – – –
CIR
1213
Clear Investment Research
Georgia
$689K -$715K -6,213 -52%
GWS
1214
Glassman Wealth Services
Virginia
$688K – – –
BPC
1215
Bearing Point Capital
Minnesota
$687K – – –
PL
1216
Plancorp LLC
Missouri
$687K -$91.3K -794 -12%
PC
1217
Promus Capital
Illinois
$685K +$653K +5,675 New
SFG
1218
Sage Financial Group
Pennsylvania
$680K +$8.51K +74 +1%
AWA
1219
Amplius Wealth Advisors
Pennsylvania
$680K +$690 +6 +0.1%
LGW
1220
Leslie Global Wealth
Illinois
$676K -$1.49M -12,965 -70%
CCA
1221
Conservest Capital Advisors
Pennsylvania
$675K – – –
LJAC
1222
L.J. Altfest & Co
New York
$672K – – –
TCOTS
1223
Trust Company of the South
North Carolina
$669K -$55K -478 -8%
TFO
1224
Timonier Family Office
North Carolina
$668K – – –
SCA
1225
STALEY CAPITAL ADVISERS
Pennsylvania
$668K – – –