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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Welch & Forbes
1076
Welch & Forbes
Massachusetts
$714K -$143K -1,421 -16%
PMG
1077
ProVise Management Group
Florida
$712K -$1.92K -19 -0.2%
Capital Group Private Client Services
1078
Capital Group Private Client Services
California
$710K +$273K +2,712 +55%
LSA
1079
Lion Street Advisors
Texas
$710K +$137K +1,361 +22%
MCM
1080
Mainstream Capital Management
California
$709K +$91.4K +907 +13%
CSPIA
1081
Cary Street Partners Investment Advisory
Virginia
$707K +$25.8K +256 +3%
SJGA
1082
Stephen J. Garry & Associates
New York
$706K – – –
MC
1083
Middleton & Co
Massachusetts
$705K +$77.6K +770 +11%
Meridian Wealth Management
1084
Meridian Wealth Management
Kentucky
$705K -$30.2K -300 -4%
CFS
1085
CRA Financial Services
New Jersey
$704K +$412K +4,090 +117%
FCB
1086
First County Bank
Connecticut
$703K -$316K -3,135 -29%
SFWA
1087
Summit Financial Wealth Advisors
Louisiana
$702K – – –
WAM
1088
Wallington Asset Management
Indiana
$699K -$66.1K -656 -8%
Amundi
1089
Amundi
France
$693K -$629K -6,243 -46%
FNB
1090
Farmers National Bank
Kentucky
$692K -$2.52K -25 -0.3%
CWP
1091
Curated Wealth Partners
California
$692K – – –
Sax Wealth Advisors
1092
Sax Wealth Advisors
New Jersey
$690K +$165K +1,640 +28%
SIM
1093
Stratos Investment Management
Ohio
$689K +$137K +1,363 +22%
FNBTCON
1094
First National Bank & Trust Co of Newtown
Pennsylvania
$688K -$223K -2,212 -23%
BOS
1095
Bank of Stockton
California
$685K -$3.53K -35 -0.5%
CANC
1096
Culbertson A N & Co
Virginia
$684K – – –
VWM
1097
Verus Wealth Management
Wisconsin
$684K – – –
Neuberger Berman Group
1098
Neuberger Berman Group
New York
$683K -$10.9K -108 -1%
SPP
1099
Single Point Partners
Massachusetts
$682K -$17K -169 -2%
NAS
1100
Nicolet Advisory Services
Wisconsin
$682K -$103K -1,020 -12%