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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIP
826
Almanack Investment Partners
Pennsylvania
$438K -$36.9K -603 -8%
LSA
827
L & S Advisors
California
$438K -$43.8K -717 -9%
ACA
828
Affinity Capital Advisors
California
$437K – – –
STCOSD
829
Sageworth Trust Company of South Dakota
South Dakota
$435K – – –
WF
830
Welch & Forbes
Massachusetts
$434K -$63.6K -1,041 -13%
TI
831
tru Independence
Oregon
$434K -$55.4K -907 -12%
NDSI
832
Newman Dignan & Sheerar Inc
Rhode Island
$433K -$13.1K -214 -3%
MC
833
Middleton & Co
Massachusetts
$430K -$7.64K -125 -2%
SAG
834
SageView Advisory Group
California
$429K -$192K -3,148 -32%
CFGS
835
Concourse Financial Group Securities
Alabama
$428K -$227K -3,717 -36%
SWA
836
Strata Wealth Advisors
Texas
$427K -$89.4K -1,462 -18%
OPW
837
Oxler Private Wealth
New York
$426K +$917 +15 +0.2%
Marshall Wace
838
Marshall Wace
United Kingdom
$426K +$407K +6,660 New
PIAS
839
PCA Investment Advisory Services
Ohio
$425K +$406K +6,646 New
VPP
840
Vertex Planning Partners
Illinois
$420K -$56.2K -920 -12%
CCA
841
Column Capital Advisors
Indiana
$420K – – –
EW
842
Enzi Wealth
Texas
$419K -$76.1K -1,245 -16%
TW
843
TrinityPoint Wealth
Connecticut
$415K +$3.42K +56 +0.9%
FT
844
Fiduciary Trust
Massachusetts
$414K -$84.4K -1,380 -18%
ST
845
Sabal Trust
Florida
$414K – – –
FFS
846
Founders Financial Securities
Maryland
$413K +$20.5K +335 +5%
3LCM
847
3D/L Capital Management
Connecticut
$410K -$333K -5,453 -46%
WJWM
848
Williams Jones Wealth Management
New York
$410K – – –
WCG
849
Weaver Consulting Group
California
$410K – – –
BBPWM
850
Blue Bell Private Wealth Management
Pennsylvania
$407K – – –