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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
826
Affinity Capital Advisors
California
$437K
STCOSD
827
Sageworth Trust Company of South Dakota
South Dakota
$435K
WF
828
Welch & Forbes
Massachusetts
$434K -$63.6K -1,041 -13%
TI
829
tru Independence
Oregon
$434K -$55.4K -907 -12%
NDSI
830
Newman Dignan & Sheerar Inc
Rhode Island
$433K -$13.1K -214 -3%
MC
831
Middleton & Co
Massachusetts
$430K -$7.64K -125 -2%
SAG
832
SageView Advisory Group
California
$429K -$192K -3,148 -32%
CFGS
833
Concourse Financial Group Securities
Alabama
$428K -$227K -3,717 -36%
SWA
834
Strata Wealth Advisors
Texas
$427K -$89.4K -1,462 -18%
OPW
835
Oxler Private Wealth
New York
$426K +$917 +15 +0.2%
Marshall Wace
836
Marshall Wace
United Kingdom
$426K +$407K +6,660 New
PIAS
837
PCA Investment Advisory Services
Ohio
$425K +$406K +6,646 New
VPP
838
Vertex Planning Partners
Illinois
$420K -$56.2K -920 -12%
CCA
839
Column Capital Advisors
Indiana
$420K
EW
840
Enzi Wealth
Texas
$419K -$76.1K -1,245 -16%
TW
841
TrinityPoint Wealth
Connecticut
$415K +$3.42K +56 +0.9%
FT
842
Fiduciary Trust
Massachusetts
$414K -$84.4K -1,380 -18%
ST
843
Sabal Trust
Florida
$414K
FFS
844
Founders Financial Securities
Maryland
$413K +$20.5K +335 +5%
3LCM
845
3D/L Capital Management
Connecticut
$410K -$333K -5,453 -46%
WJWM
846
Williams Jones Wealth Management
New York
$410K
WCG
847
Weaver Consulting Group
California
$410K
BBPWM
848
Blue Bell Private Wealth Management
Pennsylvania
$407K
MCP
849
Mirador Capital Partners
California
$407K +$389K +6,371 New
PO
850
Private Ocean
California
$407K