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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
301
UBS AM
Illinois
$13.9M -$4.68M -35,407 -26%
FP
302
Financial Perspectives
Minnesota
$13.8M +$215K +1,630 +2%
GWP
303
Gateway Wealth Partners
Wisconsin
$13.8M -$9.83M -74,429 -43%
TPWA
304
Twin Peaks Wealth Advisors
California
$13.7M +$1.09M +8,255 +9%
FFWA
305
Forthright Family Wealth Advisory
Texas
$13.6M +$8.88M +67,277 +213%
ABC
306
Associated Banc-Corp
Wisconsin
$13.5M +$1.43M +10,849 +12%
MHC
307
May Hill Capital
Massachusetts
$13.5M +$60.2K +456 +0.5%
AIM
308
Archer Investment Management
Texas
$13.4M -$378K -2,865 -3%
FAN
309
Financial Advisors Network
California
$13.3M -$54K -409 -0.4%
HFW
310
Horizon Family Wealth
Illinois
$13.3M -$178K -1,351 -1%
OSAM
311
O'Shaughnessy Asset Management
Connecticut
$13.2M -$2.05M -15,498 -14%
CBU
312
CIBC Bancorp USA
Illinois
$13.2M +$1.86M +14,058 +17%
FFBTD
313
First Financial Bank - Trust Division
Ohio
$13.1M -$954K -7,227 -7%
NBWM
314
North Berkeley Wealth Management
California
$13.1M +$216K +1,634 +2%
AGA
315
Arch Global Advisors
New York
$12.9M +$62.7K +475 +0.5%
PBO
316
Peoples Bank (Ohio)
Ohio
$12.9M +$1.1M +8,325 +10%
IAG
317
Investment Advisory Group
Massachusetts
$12.8M +$549K +4,158 +5%
LKWM
318
Lee-Kelleher Wealth Management
Maryland
$12.7M +$237K +1,796 +2%
GVAG
319
Great Valley Advisor Group
Delaware
$12.7M -$398K -3,016 -3%
VA
320
VestGen Advisors
Illinois
$12.6M -$131K -989 -1%
HCM
321
Howard Capital Management
Georgia
$12.5M -$283K -2,146 -2%
TCIIS
322
TIAA-CREF Individual & Institutional Services
New York
$12.3M +$5.55K +42 +0%
GFA
323
Godfrey Financial Associates
New York
$12.3M +$19.9K +151 +0.2%
EWM
324
EPG Wealth Management
Georgia
$12.2M +$149K +1,126 +1%
MG
325
Mather Group
Illinois
$12.2M +$4.5M +34,055 +62%