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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UB
101
UMB Bank
Missouri
$17.5M
WWM
102
Western Wealth Management
Colorado
$17.5M +$53.4K +944 +0.3%
FAAS
103
First Allied Advisory Services
California
$17.5M -$47.1K -832 -0.3%
BOS
104
Bank of Stockton
California
$17.4M +$450K +7,956 +3%
KL
105
KWMG LLC
Kansas
$17.4M +$22.9K +404 +0.1%
PCTC
106
Perkins Coie Trust Company
Washington
$17.4M -$1.23M -21,732 -7%
GIM
107
Goelzer Investment Management
Indiana
$17.2M -$362K -6,400 -2%
Bank of New York Mellon
108
Bank of New York Mellon
New York
$17.2M +$2.84M +50,148 +20%
Rockefeller Capital Management
109
Rockefeller Capital Management
New York
$17.1M -$19.9K -352 -0.1%
AIA
110
Alera Investment Advisors
Illinois
$16.9M +$1.86M +32,900 +13%
SFI
111
SPC Financial Inc
Maryland
$16.8M -$177K -3,120 -1%
CFA
112
Cahill Financial Advisors
Minnesota
$16.7M -$348K -6,148 -2%
SWPG
113
Strategic Wealth Partners Group
Illinois
$16.6M -$908K -16,044 -5%
FWP
114
FAS Wealth Partners
Kansas
$16.3M -$1M -17,712 -6%
RCIM
115
Red Cedar Investment Management
Michigan
$16.2M -$6.27M -110,840 -28%
SAM
116
Silvercrest Asset Management
New York
$16.2M -$17K -300 -0.1%
MGIA
117
Moneta Group Investment Advisors
Missouri
$16.1M +$47.7M +843,476 +308%
BZWA
118
Blue Zone Wealth Advisors
California
$16M -$1.45M -25,656 -8%
ANB
119
Amarillo National Bank
Texas
$15.9M -$393K -6,940 -2%
TW
120
Transform Wealth
Colorado
$15.4M -$208K -3,676 -1%
PIA
121
Powell Investment Advisors
Florida
$15.4M +$960K +16,964 +7%
HSBC Holdings
122
HSBC Holdings
United Kingdom
$15.2M +$5.16M +91,220 +53%
V
123
Veritable
Delaware
$15.1M -$148K -2,608 -1%
BFG
124
Barber Financial Group
Kansas
$15.1M -$3.79M -66,944 -20%
ISWM
125
Independent Solutions Wealth Management
New York
$15.1M -$1.7M -30,060 -10%