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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
26
Lido Advisors
California
$239M +$6.1M +70,739 +3%
HNB
27
Huntington National Bank
Ohio
$236M
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$235M +$74.8M +867,674 +52%
HWM
29
HB Wealth Management
Georgia
$234M -$4.97M -57,593 -2%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$228M +$4.63M +53,694 +2%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$200M +$295K +3,427 +0.2%
RJA
32
Raymond James & Associates
Florida
$199M +$3.53M +40,957 +2%
Osaic Holdings
33
Osaic Holdings
Arizona
$169M +$5.87M +68,126 +4%
HighTower Advisors
34
HighTower Advisors
Illinois
$161M +$2.41M +27,936 +2%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$157M +$54.3M +629,909 +59%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$154M +$2.07M +24,001 +1%
Focus Partners Wealth
37
Focus Partners Wealth
Massachusetts
$153M +$77.6M +900,296 +120%
SAF
38
Smith Anglin Financial
Texas
$143M +$7.39M +85,741 +6%
NA
39
NewEdge Advisors
Louisiana
$137M +$59.8M +693,848 +88%
UCFA
40
United Capital Financial Advisors
Texas
$137M +$37.6M +436,065 +42%
CCWA
41
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$137M -$3.17M -36,786 -2%
JC
42
JB Capital
Connecticut
$122M +$43.9M +509,234 +63%
MWA
43
Midland Wealth Advisors
Illinois
$121M -$1.88M -21,821 -2%
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$120M +$11.1M +128,918 +11%
FIA
45
Foundations Investment Advisors
Arizona
$116M +$19.7M +228,542 +22%
MGIA
46
Moneta Group Investment Advisors
Missouri
$114M -$1.59M -18,465 -1%
Two Sigma Investments
47
Two Sigma Investments
New York
$112M +$1.37M +15,900 +1%
Truist Financial
48
Truist Financial
North Carolina
$111M +$1.94M +22,452 +2%
Comerica Bank
49
Comerica Bank
Texas
$100M -$1.28M -14,883 -1%
Baird Financial Group
50
Baird Financial Group
Wisconsin
$97.7M +$3.9M +45,209 +4%