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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIA
126
Alera Investment Advisors
Illinois
$14.7M -$1.54M -23,344 -9%
TW
127
Transform Wealth
Colorado
$14.5M +$234K +3,534 +1%
GIA
128
Gladstone Institutional Advisory
Florida
$14.3M +$469K +7,080 +3%
CAN
129
Cetera Advisor Networks
California
$14.3M +$4.21M +63,622 +37%
PAIM
130
Punch & Associates Investment Management
Minnesota
$14.1M -$9.12M -137,738 -37%
RA
131
Rodgers & Associates
Pennsylvania
$14M +$1.34M +20,246 +10%
FWP
132
FAS Wealth Partners
Kansas
$13.9M +$560K +8,463 +4%
WJA
133
Willis Johnson & Associates
Texas
$13.9M -$574K -8,681 -4%
FLA
134
Financial Life Advisors
Texas
$13.5M -$637K -9,627 -4%
CA
135
Cetera Advisors
Colorado
$13.4M +$323K +4,880 +2%
IFS
136
Ifrah Financial Services
Arkansas
$13.3M -$102K -1,546 -0.7%
BEC
137
Blue Edge Capital
Virginia
$13.2M +$855K +12,915 +6%
AWM
138
AE Wealth Management
Kansas
$13.1M -$9.49M -143,425 -40%
SWP
139
ShoreHaven Wealth Partners
New Jersey
$13.1M -$1.11M -16,793 -7%
TCM
140
Traynor Capital Management
Pennsylvania
$12.6M -$1.87M -28,213 -12%
ISWM
141
Independent Solutions Wealth Management
New York
$12.5M -$2.32M -35,081 -14%
SWM
142
Spire Wealth Management
Virginia
$12.5M -$7.37M -111,360 -35%
CFG
143
Citizens Financial Group
Rhode Island
$12.3M -$2.02M -30,507 -13%
SAM
144
Silvercrest Asset Management
New York
$12.2M
Cerity Partners
145
Cerity Partners
New York
$12.1M +$7.42M +112,066 +126%
AWM
146
Avior Wealth Management
Nebraska
$11.9M -$61K -921 -0.5%
AFC
147
Adaptive Financial Consulting
Ohio
$11.9M +$964K +14,568 +8%
GPA
148
Guidance Point Advisors
Massachusetts
$11.8M +$464K +7,016 +4%
ECM
149
Evergreen Capital Management
Washington
$11.7M -$505K -7,628 -4%
GIM
150
Goelzer Investment Management
Indiana
$11.4M +$323K +4,876 +3%