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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
351
Hobbs Wealth Management
Indiana
$11.3M +$375K +2,839 +4%
SF
352
Summit Financial
New Jersey
$11.3M +$704K +5,329 +7%
MCM
353
M1 Capital Management
Michigan
$11.2M +$1.73M +13,109 +19%
AR
354
Apeiron RIA
Texas
$11.2M +$5.2M +39,376 +93%
TFG
355
Tilson Financial Group
New Jersey
$11.2M -$14.8K -112 -0.1%
EPW
356
Endeavor Private Wealth
Kansas
$11.1M +$29.6K +224 +0.3%
ABWM
357
Alpine Bank Wealth Management
Colorado
$11M – – –
LFWA
358
LiftPoint Family Wealth Advisors
New Jersey
$10.9M +$141K +1,066 +1%
PIA
359
Polaris Investment Advisors
Massachusetts
$10.9M -$487K -3,687 -4%
UBV
360
United Bank (Virginia)
Virginia
$10.9M +$386K +2,921 +4%
FFA
361
Founders Financial Alliance
North Carolina
$10.8M +$10M +75,786 +2,983%
MB
362
MidFirst Bank
Oklahoma
$10.8M -$159K -1,204 -2%
PL
363
Polianta Ltd
Jersey
$10.7M -$383K -2,900 -4%
OWCM
364
One Wealth Capital Management
Arizona
$10.7M +$1.46M +11,054 +17%
DF
365
Daviman Financial
Indiana
$10.7M -$148K -1,123 -1%
ECM
366
Evergreen Capital Management
Washington
$10.7M -$132K -1,000 -1%
PA
367
Parallel Advisors
California
$10.6M +$434K +3,284 +4%
RWA
368
Resolute Wealth Advisor
Ohio
$10.5M – – –
Franklin Resources
369
Franklin Resources
California
$10.4M -$106K -802 -1%
CFG
370
Cosner Financial Group
Colorado
$10.4M +$25.1K +190 +0.3%
AWA
371
A4 Wealth Advisors
North Carolina
$10.4M +$1.72M +13,055 +21%
SIA
372
Soltis Investment Advisors
Utah
$10.3M +$243K +1,843 +3%
CCM
373
Coldstream Capital Management
Washington
$10.3M -$2.23M -16,878 -18%
DADC
374
D.A. Davidson & Co
Montana
$10.2M -$934K -7,075 -9%
GT
375
Glenmede Trust
Pennsylvania
$10.1M +$1.52M +11,479 +19%