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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
51
United Capital Financial Advisors
Texas
$125M +$2.59M +21,535 +2%
LI
52
LVZ Inc
Michigan
$119M +$3.37M +28,006 +3%
Cerity Partners
53
Cerity Partners
New York
$117M +$61.7M +512,738 +99%
CC
54
Courier Capital
New York
$109M -$751K -6,243 -0.6%
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$100M +$5.86M +48,705 +6%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$100M +$180K +1,493 +0.2%
KAS
57
Kestra Advisory Services
Texas
$97.2M +$10M +83,484 +11%
CCWA
58
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$95.6M -$6.6M -54,845 -6%
AWMS
59
Advocacy Wealth Management Services
Georgia
$93.7M +$5.32M +44,231 +6%
Northern Trust
60
Northern Trust
Illinois
$83M +$600K +4,992 +0.7%
AG
61
Ascent Group
Virginia
$82.9M +$3.65M +30,364 +4%
AWM
62
AE Wealth Management
Kansas
$80.9M +$520K +4,325 +0.6%
KeyBank National Association
63
KeyBank National Association
Ohio
$80.1M -$3.44M -28,600 -4%
PAG
64
Private Advisor Group
New Jersey
$77.9M +$179K +1,487 +0.2%
Creative Planning
65
Creative Planning
Kansas
$76.2M +$2.4M +19,994 +3%
MWM
66
Modera Wealth Management
New Jersey
$72M -$2.47M -20,540 -3%
SIA
67
Stegner Investment Associates
Kentucky
$69.5M -$626K -5,204 -0.8%
Wealth Enhancement Advisory Services
68
Wealth Enhancement Advisory Services
Minnesota
$69.2M +$566K +4,710 +0.8%
SL
69
Salomon & Ludwin
Virginia
$68.6M -$1.7M -14,163 -2%
MWM
70
Modern Wealth Management
Kansas
$67.9M -$26.9M -223,338 -27%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$67.4M -$2.28M -18,995 -3%
VA
72
Valmark Advisers
Ohio
$67.1M -$601K -4,998 -0.8%
AI
73
Atria Investments
North Carolina
$66.1M +$8.39M +69,792 +14%
US Bancorp
74
US Bancorp
Minnesota
$65.2M -$43.6M -362,498 -39%
SWM
75
SilverOak Wealth Management
Minnesota
$64.1M -$410K -3,405 -0.6%