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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BEC
126
Blue Edge Capital
Virginia
$14.2M +$1.15M +19,170 +9%
Cerity Partners
127
Cerity Partners
New York
$13.8M +$3.86M +64,242 +37%
FWP
128
FAS Wealth Partners
Kansas
$13.5M +$517K +8,614 +4%
SWP
129
ShoreHaven Wealth Partners
New Jersey
$13.5M +$489K +8,140 +4%
SQA
130
Simon Quick Advisors
New Jersey
$13.5M +$13.2M +219,445 +1,978%
RA
131
Rodgers & Associates
Pennsylvania
$13.3M -$16.5K -275 -0.1%
PAIM
132
Punch & Associates Investment Management
Minnesota
$13.3M -$255K -4,248 -2%
WWM
133
Western Wealth Management
Colorado
$13.2M -$13.7M -227,613 -50%
GIA
134
Gladstone Institutional Advisory
Florida
$13.2M -$1.67M -27,838 -11%
BZWA
135
Blue Zone Wealth Advisors
California
$13.1M -$211K -3,517 -2%
JWCA
136
J.W. Cole Advisors
Florida
$13.1M -$1.28M -21,285 -9%
CS
137
Comerica Securities
Michigan
$12.9M -$3.86M -64,271 -23%
AWM
138
AE Wealth Management
Kansas
$12.6M -$7.93K -132 -0.1%
ISWM
139
Independent Solutions Wealth Management
New York
$12.5M +$670K +11,159 +5%
IFS
140
Ifrah Financial Services
Arkansas
$12.5M -$148K -2,469 -1%
HW
141
Hancock Whitney
Mississippi
$12.3M +$2.95M +49,167 +30%
TW
142
Transform Wealth
Colorado
$12.3M -$1.03M -17,187 -8%
AWS
143
Atria Wealth Solutions
New York
$12.2M +$1.75M +29,181 +16%
AFC
144
Adaptive Financial Consulting
Ohio
$12M +$194K +3,226 +2%
GIM
145
Goelzer Investment Management
Indiana
$11.9M +$354K +5,900 +3%
SAM
146
Silvercrest Asset Management
New York
$11.7M
BPA
147
Beacon Pointe Advisors
California
$11.7M +$2.35M +39,122 +24%
WJA
148
Willis Johnson & Associates
Texas
$11.6M -$737K -12,272 -6%
APP
149
Avantax Planning Partners
Iowa
$11.6M -$15.2M -253,782 -56%
GPA
150
Guidance Point Advisors
Massachusetts
$11.3M -$208K -3,462 -2%