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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFC
26
Regions Financial Corp
Alabama
$333M -$5.57M -45,505 -2%
HWM
27
HB Wealth Management
Georgia
$292M -$4.64M -37,889 -2%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$272M +$6.47M +52,870 +2%
SW
29
SoFi Wealth
California
$259M +$24.3M +198,832 +10%
Osaic Holdings
30
Osaic Holdings
Arizona
$251M -$12.8M -104,950 -5%
HighTower Advisors
31
HighTower Advisors
Illinois
$251M +$4.59M +37,500 +2%
FIA
32
Foundations Investment Advisors
Arizona
$250M +$17.7M +144,714 +8%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$250M -$730K -5,964 -0.3%
Focus Partners Wealth
34
Focus Partners Wealth
Massachusetts
$237M +$105M +859,584 +81%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$220M +$16.9M +137,902 +8%
NA
36
NewEdge Advisors
Louisiana
$216M +$3.74M +30,557 +2%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$209M +$2.33M +19,074 +1%
HNB
38
Huntington National Bank
Ohio
$179M
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$172M -$6.82M -55,755 -4%
SA
40
Sanctuary Advisors
Indiana
$167M +$5.59M +45,686 +3%
SPIA
41
Steward Partners Investment Advisory
New York
$165M -$27.2M -222,025 -14%
MGIA
42
Moneta Group Investment Advisors
Missouri
$157M -$2.88M -23,551 -2%
JC
43
JB Capital
Connecticut
$155M +$6.22M +50,798 +4%
Truist Financial
44
Truist Financial
North Carolina
$144M +$453K +3,702 +0.3%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$138M -$2.57M -20,968 -2%
RCAG
46
Rehmann Capital Advisory Group
Michigan
$138M -$816K -6,667 -0.6%
MCM
47
MAI Capital Management
Ohio
$137M +$273K +2,229 +0.2%
CWM
48
Calamos Wealth Management
Illinois
$137M +$674K +5,506 +0.5%
UCFA
49
United Capital Financial Advisors
Texas
$134M +$2.31M +18,903 +2%
LI
50
LVZ Inc
Michigan
$126M -$872K -7,128 -0.7%