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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$273M +$25.5M +211,952 +10%
FIA
27
Foundations Investment Advisors
Arizona
$258M +$29.4M +244,628 +12%
SW
28
SoFi Wealth
California
$254M +$17.4M +145,081 +7%
HWM
29
HB Wealth Management
Georgia
$253M -$16.3M -135,416 -6%
HighTower Advisors
30
HighTower Advisors
Illinois
$232M +$1.82M +15,119 +0.7%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$232M +$1.93M +16,029 +0.8%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$224M +$22.9M +190,408 +11%
Two Sigma Investments
33
Two Sigma Investments
New York
$223M +$202M +1,677,831 +573%
Osaic Holdings
34
Osaic Holdings
Arizona
$222M -$8.81M -73,267 -4%
Focus Partners Wealth
35
Focus Partners Wealth
Massachusetts
$215M -$1.99M -16,527 -0.9%
NA
36
NewEdge Advisors
Louisiana
$206M +$8.62M +71,674 +4%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$187M -$5.23M -43,521 -3%
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$169M +$102M +850,349 +131%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$165M +$9.92M +82,481 +6%
SA
40
Sanctuary Advisors
Indiana
$159M +$6.6M +54,856 +4%
HNB
41
Huntington National Bank
Ohio
$156M +$3.31M +27,492 New
SPIA
42
Steward Partners Investment Advisory
New York
$154M +$2.57M +21,364 +2%
JC
43
JB Capital
Connecticut
$151M +$9.96M +82,834 +7%
MGIA
44
Moneta Group Investment Advisors
Missouri
$145M +$1.91M +15,858 +1%
Truist Financial
45
Truist Financial
North Carolina
$138M +$6.55M +54,490 +5%
Calamos Advisors
46
Calamos Advisors
Illinois
$132M +$135M +1,125,813 +2,637%
RCAG
47
Rehmann Capital Advisory Group
Michigan
$132M +$6.08M +50,583 +5%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$129M +$2.15M +17,837 +2%
CWM
49
Calamos Wealth Management
Illinois
$127M +$1.64M +13,644 +1%
MCM
50
MAI Capital Management
Ohio
$125M -$738K -6,135 -0.6%