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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FMW
226
Farr Miller & Washington
District of Columbia
$1.55M +$255K +8,792 +20%
CRC
227
Curi RMB Capital
Illinois
$1.51M
BFEC
228
Benjamin F. Edwards & Company
Missouri
$1.51M -$43.9K -1,512 -3%
BAC
229
Boys Arnold & Co
North Carolina
$1.5M +$975K +33,596 +187%
FHA
230
First Horizon Advisors
Tennessee
$1.48M -$506K -17,436 -26%
HS
231
Horan Securities
United States
$1.44M -$177K -6,084 -11%
SIAM
232
Sterling Investment Advisors (Missouri)
Missouri
$1.41M +$5.69K +196 +0.4%
IP
233
Investment Partners
Ohio
$1.37M +$113K +3,900 +9%
BOH
234
Bank of Hawaii
Hawaii
$1.34M -$72.8K -2,508 -5%
AIS
235
American Investment Services
Massachusetts
$1.34M -$79.5K -2,740 -6%
ABC
236
Associated Banc-Corp
Wisconsin
$1.32M -$12.4K -428 -0.9%
1GA
237
1st Global Advisors
Texas
$1.32M
BHWM
238
Bar Harbor Wealth Management
New Hampshire
$1.3M -$7.89K -272 -0.6%
VIA
239
Vantage Investment Advisors
Pennsylvania
$1.27M -$22.1K -760 -2%
TA
240
Tiedemann Advisors
New York
$1.26M -$3.22M -111,132 -72%
HPC
241
HM Payson & Co
Maine
$1.26M +$5.8K +200 +0.5%
CI
242
Conning Inc
Connecticut
$1.25M
WAM
243
Wealthspire Advisors (Maryland)
Maryland
$1.23M -$59.2K -2,040 -5%
CS
244
Credit Suisse
Switzerland
$1.23M -$9.49M -326,908 -89%
CIBC Private Wealth Group
245
CIBC Private Wealth Group
Georgia
$1.21M -$35.4K -1,220 -3%
CIC
246
Carnegie Investment Counsel
Ohio
$1.2M
ACP
247
Arcus Capital Partners
Georgia
$1.17M +$201K +6,940 +21%
FNBTCON
248
First National Bank & Trust Co of Newtown
Pennsylvania
$1.15M
AW
249
ACG Wealth
Georgia
$1.15M +$77.9K +2,684 +7%
RFS
250
Rockefeller Financial Services
New York
$1.12M