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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCMG
1326
Clark Capital Management Group
Pennsylvania
$492K -$52.3K -528 -11%
Kayne Anderson Rudnick Investment Management
1327
Kayne Anderson Rudnick Investment Management
California
$491K – – –
FSWA
1328
Financial Synergies Wealth Advisors
Texas
$490K +$495 +5 +0.1%
SSW
1329
Stone Summit Wealth
Florida
$490K -$2.77K -28 -0.6%
MSFS
1330
Main Street Financial Solutions
Pennsylvania
$490K -$198 -2 -0%
CIA
1331
Cape Investment Advisory
Georgia
$489K -$40.3K -407 -8%
FPCP
1332
Fort Point Capital Partners
California
$489K +$80.8K +816 +22%
T
1333
TrueFG
Texas
$488K +$99 +1 +0%
MFG
1334
MidWestOne Financial Group
Iowa
$488K – – –
CSF
1335
Capital Squared Financial
Maryland
$488K +$439K +4,433 New
BWM
1336
Brown Wealth Management
Illinois
$486K +$2.38K +24 +0.5%
NDSI
1337
Newman Dignan & Sheerar Inc
Rhode Island
$484K -$5.25K -53 -1%
VCM
1338
Versant Capital Management
Arizona
$483K +$414K +4,187 +2,094%
BWM
1339
BCS Wealth Management
Tennessee
$483K – – –
AFGAS
1340
Allegiance Financial Group Advisory Services
Virginia
$483K +$434K +4,383 New
RZH
1341
Relyea Zuckerberg Hanson
Connecticut
$481K – – –
TWP
1342
TFO Wealth Partners
Ohio
$481K +$23.7K +239 +6%
CCM
1343
Canal Capital Management
Virginia
$477K +$24.1K +244 +6%
VPF
1344
Vantage Point Financial
Illinois
$477K +$138K +1,390 +47%
HCWM
1345
Hidden Cove Wealth Management
Washington
$474K -$39.2K -396 -8%
NEWAS
1346
N.E.W. Advisory Services
Wisconsin
$474K – – –
LB
1347
Legacy Bridge
Iowa
$474K – – –
BO
1348
Bank OZK
Arkansas
$471K -$29.1K -294 -6%
MSG
1349
Main Street Group
Virginia
$471K +$297 +3 +0.1%
WLPWM
1350
Walled Lake Planning & Wealth Management
Illinois
$467K -$9.9K -100 -2%