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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAG
601
Crestwood Advisors Group
Massachusetts
$345K -$6.47K -160 -2%
Chevy Chase Trust
602
Chevy Chase Trust
Maryland
$345K
OCG
603
Opus Capital Group
Ohio
$344K
CA
604
Claro Advisors
Massachusetts
$342K +$312K +7,712 New
NWP
605
Northstar Wealth Partners
Connecticut
$342K +$367K +9,068 New
EWM
606
Empirical Wealth Management
Washington
$341K
WCM
607
Wealthcare Capital Management
Virginia
$340K -$2.75K -68 -0.7%
HCM
608
Hollencrest Capital Management
California
$337K -$362K -8,940 -50%
CIA
609
Capital Investment Advisors
Georgia
$337K +$118K +2,912 +48%
CFS
610
CRA Financial Services
New Jersey
$330K +$355K +8,760 New
SFG
611
SNS Financial Group
Minnesota
$329K +$27.7K +684 +9%
BPWA
612
Beacon Pointe Wealth Advisors
California
$328K +$353K +8,712 New
TA
613
Trellis Advisors
Washington
$327K
FDS
614
Freedom Day Solutions
Texas
$326K +$17.3K +428 +5%
CP
615
Covenant Partners
Tennessee
$323K +$347K +8,564 New
LPC
616
Loeb Partners Corp
New York
$316K
AP
617
Advisor Partners
California
$312K -$85.8K -2,120 -20%
VC
618
Vicus Capital
Pennsylvania
$311K -$199K -4,916 -37%
JGC
619
J. Goldman & Co
New York
$307K +$330K +8,156 New
AC
620
Addison Capital
Pennsylvania
$306K
SBWM
621
Sunflower Bank Wealth Management
Arizona
$305K -$192K -4,740 -37%
CTA
622
Chesley Taft & Associates
Illinois
$305K
FWM
623
Foresight Wealth Management
Utah
$302K +$324K +8,016 New
FPIS
624
Financial Planning & Information Services
Wisconsin
$300K -$971 -24 -0.3%
FANJ
625
Financial Architects (New Jersey)
New Jersey
$299K