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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
401
Covington Capital Management
California
$229K
BIC
402
Bridges Investment Counsel
Nebraska
$228K
SFWA
403
Summit Financial Wealth Advisors
Louisiana
$228K +$229K +7,888 New
PGA
404
Portland Global Advisors
Maine
$223K
GA
405
Geneva Advisors
Illinois
$222K +$223K +7,676 New
UBS AM
406
UBS AM
Illinois
$222K +$223K +7,684 New
OC
407
Oakworth Capital
Alabama
$216K +$216K +7,444 New
AF
408
Aldebaran Financial
$214K
WT
409
Whittier Trust
California
$214K
FMWA
410
Forvis Mazars Wealth Advisors
Missouri
$211K +$212K +7,280 New
CTC
411
Central Trust Company
Missouri
$210K +$14.8K +508 +8%
AW
412
ACG Wealth
Georgia
$209K +$210K +7,216 New
MM
413
Meridian Management
Arkansas
$208K +$209K +7,200 New
IFA
414
Interactive Financial Advisors
Illinois
$206K -$3.14K -108 -1%
EFS
415
Essex Financial Services
Connecticut
$205K +$206K +7,096 New
NAM
416
North American Management
Massachusetts
$203K -$87.2K -3,000 -30%
FPFS
417
First Personal Financial Services
North Carolina
$195K -$15.1K -520 -7%
KIG
418
Kessler Investment Group
Indiana
$174K -$5.23K -180 -3%
RBC
419
Roble Belko & Company
Pennsylvania
$162K
JGIA
420
Jackson Grant Investment Advisers
Connecticut
$154K +$155K +5,332 New
MFT
421
Moisand Fitzgerald Tamayo
Florida
$153K +$154K +5,292 New
BC
422
Bartlett & Co
Ohio
$149K +$41.7K +1,436 +39%
LWM
423
LBA Wealth Management
Florida
$149K +$73.4K +2,524 +96%
LWA
424
Lowe Wealth Advisors
Maryland
$145K
Carson Wealth (CWM LLC)
425
Carson Wealth (CWM LLC)
Nebraska
$140K +$130K +4,456 +1,148%