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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
76
Integrated Wealth Concepts
Massachusetts
$56M +$2.7M +29,256 +5%
PAG
77
Private Advisor Group
New Jersey
$55.6M +$12.3M +133,668 +30%
SWM
78
SilverOak Wealth Management
Minnesota
$55.3M -$259K -2,805 -0.5%
APW
79
Austin Private Wealth
Texas
$54.6M +$812K +8,792 +2%
Charles Schwab
80
Charles Schwab
California
$53.6M -$4.11M -44,502 -7%
AF
81
Allworth Financial
California
$53.3M -$839K -9,091 -2%
SPIA
82
Steward Partners Investment Advisory
New York
$53.2M -$1.37M -14,808 -3%
PRWA
83
Platte River Wealth Advisors
Colorado
$52.8M +$2.01M +21,750 +4%
Wealth Enhancement Advisory Services
84
Wealth Enhancement Advisory Services
Minnesota
$51.5M -$295K -3,190 -0.6%
NSIM
85
North Star Investment Management
Illinois
$50.8M +$2.38M +25,809 +5%
CW
86
CreativeOne Wealth
Kansas
$50.2M +$12.1M +131,159 +33%
Rockefeller Capital Management
87
Rockefeller Capital Management
New York
$49.9M -$524K -5,675 -1%
WWG
88
West Wealth Group
California
$49M +$2.39M +25,849 +5%
SPC
89
Sigma Planning Corp
Michigan
$48.5M -$5.42M -58,690 -10%
Creative Planning
90
Creative Planning
Kansas
$48.5M +$1.47M +15,976 +3%
PA
91
Probity Advisors
Texas
$48.2M +$572K +6,200 +1%
Two Sigma Advisers
92
Two Sigma Advisers
New York
$47.9M -$37.5M -406,100 -45%
CL
93
Choreo LLC
Illinois
$47.3M -$534K -5,785 -1%
SCM
94
SCS Capital Management
Massachusetts
$46.2M -$7.34M -79,504 -14%
AI
95
Atria Investments
North Carolina
$46.1M -$4.84M -52,461 -10%
1IA
96
1834 Investment Advisors
Wisconsin
$45.8M -$1.98M -21,472 -4%
Focus Partners Wealth
97
Focus Partners Wealth
Massachusetts
$45.5M -$109M -1,178,509 -71%
CAPTRUST Financial Advisors
98
CAPTRUST Financial Advisors
North Carolina
$44.8M -$892K -9,664 -2%
CWM
99
Connecticut Wealth Management
Connecticut
$42.2M
CAI
100
Capital Advisors Inc
Oklahoma
$41.4M -$3.19M -34,528 -7%