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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
126
Personal Wealth Partners
Minnesota
$11M +$10.5M +255,136 New
EWF
127
Epstein & White Financial
California
$11M -$3.2M -77,984 -23%
IFS
128
Ifrah Financial Services
Arkansas
$10.8M -$127K -3,100 -1%
LNWWM
129
Laird Norton Wetherby Wealth Management
California
$10.6M
BTS
130
BB&T Securities
Virginia
$10.6M -$20M -489,048 -67%
Bank of New York Mellon
131
Bank of New York Mellon
New York
$10.5M +$1.64M +39,924 +20%
IA
132
IndexIQ Advisors
New York
$10.3M -$261K -6,372 -3%
PGFC
133
Peapack-Gladstone Financial Corp
New Jersey
$10.3M -$199K -4,852 -2%
DADC
134
D.A. Davidson & Co
Montana
$10.1M +$121K +2,944 +1%
AIG
135
American International Group
New York
$9.79M +$244K +5,960 +3%
MIAN
136
Mariner Independent Advisor Network
Kansas
$9.7M -$9.92M -242,156 -52%
MFM
137
Mirsky Financial Management
New York
$9.69M -$2.3M -56,184 -20%
HIS
138
Harvest Investment Services
Illinois
$9.41M +$8.86M +216,180 New
SGAM
139
Steinberg Global Asset Management
Florida
$9.35M -$258K -6,288 -3%
Creative Planning
140
Creative Planning
Kansas
$9.26M +$251K +6,116 +3%
MGIA
141
Moneta Group Investment Advisors
Missouri
$9.15M -$3.97M -96,984 -31%
HFS
142
HL Financial Services
Kentucky
$9.09M -$834K -20,352 -9%
CG
143
Colony Group
Massachusetts
$9.07M -$125K -3,040 -1%
CS
144
Comerica Securities
Michigan
$9M -$292K -7,128 -3%
PWAC
145
Private Wealth Advisors (California)
California
$8.92M +$109K +2,660 +1%
FAIM
146
Financial Advocates Investment Management
Washington
$8.87M -$3M -73,148 -26%
GPA
147
Guidance Point Advisors
Massachusetts
$8.75M -$284K -6,940 -3%
FCC
148
Florin Court Capital
United Kingdom
$8.75M -$279K -6,800 -3%
RWM
149
RKL Wealth Management
Pennsylvania
$8.7M -$506K -12,348 -6%
DSA
150
Droms Strauss Advisors
Missouri
$8.63M -$103K -2,524 -1%