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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFP
1351
SwitchPoint Financial Planning
Utah
$640K
EPM
1352
Elm Partners Management
Pennsylvania
$639K +$31.4K +238 +5%
WA
1353
Wealthstar Advisors
Texas
$639K +$27.3K +207 +5%
PPP
1354
Prism Planning Partners
Illinois
$638K -$47.7K -361 -7%
BPWM
1355
Badgley Phelps Wealth Managers
Washington
$636K +$64.2K +486 +12%
NWA
1356
New World Advisors
Massachusetts
$634K
MCM
1357
Mengis Capital Management
Oregon
$634K
AIM
1358
Aspen Investment Management
Michigan
$634K
CCM
1359
Condor Capital Management
New Jersey
$632K +$34.2K +259 +6%
MAM
1360
McLean Asset Management
Virginia
$632K
RMAM
1361
Raab & Moskowitz Asset Management
New Jersey
$631K
AWM
1362
Accurate Wealth Management
Florida
$630K +$2.38K +18 +0.4%
BWM
1363
Brown Wealth Management
Illinois
$627K
BAM
1364
BOS Asset Management
Illinois
$625K
PVI
1365
Pine Valley Investments
New Jersey
$625K +$4.62K +35 +0.8%
SI
1366
Stirlingshire Investments
New York
$625K -$44.5K -337 -7%
Loomis, Sayles & Company
1367
Loomis, Sayles & Company
Massachusetts
$624K -$133K -1,004 -18%
LOWM
1368
Laurel Oak Wealth Management
New Jersey
$624K -$52.8K -400 -8%
VCA
1369
Verdence Capital Advisors
Maryland
$623K -$4.89K -37 -0.8%
CFMC
1370
Curbstone Financial Management Corp
New Hampshire
$619K -$26.4K -200 -4%
RA
1371
Rubicon Advisors
California
$619K -$22.1K -167 -4%
PPW
1372
Presilium Private Wealth
Pennsylvania
$618K +$226K +1,708 +61%
IP
1373
Indivisible Partners
Florida
$618K +$13.6K +103 +2%
PWMAG
1374
Pinnacle Wealth Management Advisory Group
New Jersey
$618K -$1.19K -9 -0.2%
HI
1375
Hyundai Investments
South Korea
$617K -$610K -4,618 -50%