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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SMA
1026
Sage Mountain Advisors
Georgia
$245K – – –
LWCFA
1027
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$243K -$121K -1,980 -34%
SC
1028
Sierra Capital
Florida
$243K – – –
WTC
1029
WhitTier Trust Company
Nevada
$243K – – –
SSW
1030
Smith Shellnut Wilson
Mississippi
$243K – – –
SFC
1031
Strategic Financial Concepts
Texas
$242K +$231K +3,786 New
OHIS
1032
Oak Harvest Investment Services
Texas
$241K +$489 +8 +0.2%
PA
1033
Pinnacle Associates
New York
$240K – – –
AAS
1034
Annex Advisory Services
Wisconsin
$240K +$230K +3,759 New
MMG
1035
Monetary Management Group
Missouri
$240K – – –
CFAM
1036
Center For Asset Management
Florida
$240K -$1.53K -25 -0.7%
HVIA
1037
Hudson Valley Investment Advisors
New York
$239K +$228K +3,736 New
AWM
1038
Accurate Wealth Management
Florida
$238K -$611 -10 -0.3%
CCMG
1039
Clark Capital Management Group
Pennsylvania
$237K +$227K +3,708 New
BTI
1040
Blue Trust Inc
Georgia
$236K -$114K -1,869 -32%
PBF
1041
Petix & Botte Financial
California
$235K +$225K +3,684 New
VAS
1042
Vestmark Advisory Solutions
Massachusetts
$235K -$122 -2 -0.1%
SC
1043
Steph & Co
Wisconsin
$235K – – –
BI
1044
Ballast Inc
Kentucky
$234K -$1.18M -19,266 -84%
SGK
1045
Steigerwald Gordon & Koch
Virginia
$233K -$2.14K -35 -1%
C
1046
CEDRUS
Colorado
$232K – – –
AWP
1047
Accretive Wealth Partners
New Jersey
$232K – – –
Neuberger Berman Group
1048
Neuberger Berman Group
New York
$231K -$369K -6,039 -63%
MFT
1049
Moisand Fitzgerald Tamayo
Florida
$231K -$61 -1 -0%
MWM
1050
Madison Wealth Management
Ohio
$231K – – –