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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
POIA
851
Pin Oak Investment Advisors
Texas
$77K
SWA
852
Stratos Wealth Advisors
Ohio
$76K +$87.2K +1,844 New
AWM
853
Atticus Wealth Management
Florida
$75K
LWM
854
Lenox Wealth Management
Ohio
$73K
LWA
855
Lowe Wealth Advisors
Maryland
$70K -$18.9K -400 -19%
CDIA
856
Capital Directions Investment Advisors
Georgia
$70K
BWM
857
Baystate Wealth Management
Massachusetts
$63K +$189 +4 +0.3%
WFMPM
858
Woodley Farra Manion Portfolio Management
Indiana
$61K -$64.3K -1,360 -48%
Kayne Anderson Rudnick Investment Management
859
Kayne Anderson Rudnick Investment Management
California
$60K -$15.7K -332 -18%
CHC
860
City Holding Co
West Virginia
$59K
FCM
861
Firestone Capital Management
Florida
$58K
MCM
862
McMillion Capital Management
North Carolina
$57K
CCA
863
Column Capital Advisors
Indiana
$51K
PFO
864
Pathstone Family Office
New Jersey
$51K
SFG
865
Sowa Financial Group
Rhode Island
$51K
BA
866
Ballast Advisors
Minnesota
$50K
HGWM
867
Harvest Group Wealth Management
Massachusetts
$50K
CFG
868
Capstone Financial Group
Oklahoma
$49K +$4.54K +96 +9%
CIM
869
Contravisory Investment Management
Massachusetts
$48K
BBHC
870
Brown Brothers Harriman & Co
New York
$48K +$54.9K +1,160 New
HIIFS
871
Harel Insurance Investments & Financial Services
Israel
$46K
SFC
872
SYM Financial Corp
Indiana
$46K
RE
873
RBC Europe
United Kingdom
$45.4K
MWM
874
MBE Wealth Management
Wisconsin
$44K +$50.7K +1,072 New
PAI
875
Pittenger & Anderson Inc
Nebraska
$43K -$43.9K -928 -47%