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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BSB
526
Bangor Savings Bank
Maine
$362K
PCIA
527
Prime Capital Investment Advisors
Kansas
$362K +$277K +6,900 +345%
TA
528
Trellis Advisors
Washington
$352K -$8.84K -220 -2%
BAM
529
Belpointe Asset Management
Nevada
$352K +$348K +8,652 New
Chevy Chase Trust
530
Chevy Chase Trust
Maryland
$350K
CWM
531
Connecticut Wealth Management
Connecticut
$337K
FDS
532
Freedom Day Solutions
Texas
$331K +$32K +796 +11%
AC
533
Addison Capital
Pennsylvania
$330K
CTA
534
Chesley Taft & Associates
Illinois
$329K
FANJ
535
Financial Architects (New Jersey)
New Jersey
$329K
SBWM
536
Sunflower Bank Wealth Management
Arizona
$329K
PIM
537
Parker Investment Management
California
$329K +$17.7K +440 +6%
SFG
538
SNS Financial Group
Minnesota
$327K +$80.3K +2,000 +33%
BEC
539
Blue Edge Capital
Virginia
$326K -$17K -424 -5%
LWAC
540
Laurel Wealth Advisors (California)
California
$326K
HSBC Holdings
541
HSBC Holdings
United Kingdom
$325K
FPIS
542
Financial Planning & Information Services
Wisconsin
$324K +$6.91K +172 +2%
CONA
543
Capital One National Association
New York
$321K
RFWA
544
RPg Family Wealth Advisory
Massachusetts
$321K +$317K +7,896 New
SS
545
Simplicity Solutions
Minnesota
$314K +$310K +7,724 New
RGIA
546
Rainier Group Investment Advisory
Washington
$311K
PGA
547
Portland Global Advisors
Maine
$309K
Marshall Wace
548
Marshall Wace
United Kingdom
$309K +$305K +7,596 New
Neuberger Berman Group
549
Neuberger Berman Group
New York
$309K +$305K +7,600 New
BOS
550
Bank of Stockton
California
$308K