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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UAS
1551
United Asset Strategies
New York
$271K – – –
SMC
1552
Smith, Moore & Co
Missouri
$271K – – –
CIBC World Market
1553
CIBC World Market
Ontario, Canada
$270K +$5.89K +59 +2%
PP
1554
Patten & Patten
Tennessee
$270K -$6.29K -63 -2%
RIM
1555
Rockbridge Investment Management
New York
$269K – – –
PSA
1556
Plum Street Advisors
Louisiana
$269K – – –
CCG
1557
Cypress Capital Group
Florida
$269K -$27.8K -279 -10%
WPP
1558
Whalerock Point Partners
Rhode Island
$269K – – –
GCA
1559
Genesee Capital Advisors
New York
$268K – – –
HG
1560
Harbor Group
New Hampshire
$268K +$299 +3 +0.1%
CG
1561
Cynosure Group
Utah
$268K +$263K +2,640 New
TPW
1562
Talon Private Wealth
Florida
$267K +$262K +2,625 New
MWM
1563
Mascoma Wealth Management
New Hampshire
$266K -$36.6K -367 -12%
GA
1564
Gordian Advisors
Arizona
$266K – – –
SWM
1565
Silverlake Wealth Management
Vermont
$265K -$24.8K -249 -9%
CCM
1566
Crew Capital Management
Ohio
$265K – – –
SI
1567
Seeds Investor
New York
$264K +$260K +2,602 New
FFS
1568
Fischer Financial Services
Pennsylvania
$264K +$259K +2,600 New
CFGA
1569
Cambridge Financial Group (Arizona)
Arizona
$263K – – –
LWM
1570
LJI Wealth Management
Indiana
$263K -$200K -2,005 -44%
DTC
1571
Davidson Trust Company
Washington
$263K – – –
DOA
1572
D'Orazio & Associates
Virginia
$262K +$257K +2,577 New
LNB
1573
Ledyard National Bank
$261K – – –
OC
1574
Opinicus Capital
Florida
$259K -$64.6K -648 -20%
VFPW
1575
Vantage Financial Partners (Wisconsin)
Wisconsin
$258K -$169K -1,691 -40%