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iShares S&P 500 Growth ETF

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