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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
5L
301
55I LLC
Massachusetts
$4.1M +$73.4K +1,060 +2%
CAM
302
Cresset Asset Management
Illinois
$4.09M +$16.1K +233 +0.4%
SHIM
303
Stone House Investment Management
Pennsylvania
$4.09M +$3.34M +48,184 +596%
NCM
304
Narwhal Capital Management
Georgia
$4.07M – – –
SWMP
305
Signature Wealth Management Partners
New Jersey
$4.05M -$15.2K -219 -0.4%
JHCP
306
Jackson Hole Capital Partners
Oklahoma
$4.04M +$50.3K +726 +1%
CMO
307
Covenant Multifamily Offices
Texas
$4M – – –
BFS
308
Bard Financial Services
Connecticut
$4M – – –
NB
309
Northwest Bancshares
Pennsylvania
$3.99M -$112K -1,618 -3%
MFG
310
Merit Financial Group
Georgia
$3.98M -$13.4K -193 -0.4%
GRP
311
Global Retirement Partners
California
$3.97M +$83.7K +1,209 +2%
RSWM
312
Robertson Stephens Wealth Management
California
$3.96M +$38.5K +556 +1%
RJT
313
Raymond James Trust
Florida
$3.96M -$74.4K -1,075 -2%
BDF
314
Balasa Dinverno & Foltz
$3.96M -$34.5K -499 -0.9%
FFN
315
Focus Financial Network
Minnesota
$3.95M -$133K -1,925 -3%
AB
316
Atlas Brown
Kentucky
$3.95M -$103K -1,495 -3%
IP
317
Investment Partners
Ohio
$3.94M -$32.1K -464 -0.8%
LNWTC
318
Laird Norton Wetherby Trust Company
Washington
$3.91M +$109K +1,577 +3%
NFC
319
Northeast Financial Consultants
Connecticut
$3.87M -$277 -4 -0%
TNB
320
Thomasville National Bank
Georgia
$3.82M +$2.46M +35,504 +209%
AWA
321
Arkadios Wealth Advisors
Georgia
$3.76M -$1.97M -28,489 -36%
VWM
322
Valley Wealth Managers
New Jersey
$3.76M +$471K +6,809 +15%
ST
323
Smithfield Trust
Pennsylvania
$3.73M +$66.2K +956 +2%
First Trust Advisors
324
First Trust Advisors
Illinois
$3.68M -$352K -5,087 -9%
TWP
325
Total Wealth Planning
Ohio
$3.67M -$61K -881 -2%