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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFM
176
Royal Fund Management
Florida
$11.7M -$2.35M -33,232 -16%
BFA
177
BBJS Financial Advisors
Washington
$11.6M -$603K -8,517 -5%
RSWM
178
Robertson Stephens Wealth Management
California
$11.4M +$193K +2,723 +2%
CPSC
179
Carl P. Sherr & Co
Massachusetts
$11.3M -$42K -593 -0.4%
WJA
180
Willis Johnson & Associates
Texas
$11.2M -$815K -11,517 -7%
PGFC
181
Peapack-Gladstone Financial Corp
New Jersey
$11M +$217K +3,062 +2%
GIM
182
Goelzer Investment Management
Indiana
$11M -$2.04M -28,779 -15%
IW
183
Instrumental Wealth
Florida
$10.9M -$706K -9,976 -6%
SWP
184
Stratos Wealth Partners
Ohio
$10.9M +$2.48M +35,007 +28%
SFA
185
Sequoia Financial Advisors
Ohio
$10.8M -$72.4K -1,023 -0.6%
AIM
186
Acropolis Investment Management
Missouri
$10.8M -$133K -1,885 -1%
PCTC
187
Perkins Coie Trust Company
Washington
$10.7M -$311K -4,397 -3%
Asset Management One
188
Asset Management One
Japan
$10.7M +$3.3M +46,700 +43%
CFG
189
Citizens Financial Group
Rhode Island
$10.6M -$47.8K -675 -0.4%
CAL
190
Capital Advisors Ltd
Ohio
$10.5M +$110K +1,560 +1%
Cerity Partners
191
Cerity Partners
New York
$10.4M -$10.1M -142,954 -48%
GWAM
192
Guardian Wealth Advisors (Minnesota)
Minnesota
$10.3M -$41.3K -584 -0.4%
PWAG
193
Polaris Wealth Advisory Group
California
$10.3M +$1.37M +19,309 +15%
IWC
194
Integrated Wealth Concepts
Massachusetts
$10.2M +$4.11M +58,036 +64%
DIP
195
DT Investment Partners
Pennsylvania
$10.2M
DAM
196
Derbend Asset Management
Georgia
$10.1M +$10.4M +147,465 New
CAL
197
Capital Analysts LLC
Pennsylvania
$10M -$58.3K -824 -0.6%
TFCP
198
Twin Focus Capital Partners
Massachusetts
$9.84M +$70.2K +992 +0.7%
GL
199
Graypoint LLC
New York
$9.83M -$153K -2,155 -1%
CFO
200
Callan Family Office
Pennsylvania
$9.65M +$587K +8,297 +6%