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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
126
Financial Engines Advisors
California
$30.5M -$2M -23,186 -7%
WA
127
Waverly Advisors
Alabama
$30.2M +$25.5M +295,551 +962%
HFA
128
High Falls Advisors
New York
$30.2M +$17.1M +198,562 +156%
SW
129
SteelPeak Wealth
California
$30M +$11.6M +134,087 +71%
LF
130
Lee Financial
Texas
$29.9M +$2.64M +30,590 +10%
SHIM
131
Stone House Investment Management
Pennsylvania
$29.5M +$11.2M +129,692 +69%
CIA
132
Concurrent Investment Advisors
Florida
$29.2M +$2.18M +25,290 +9%
TPCW
133
TD Private Client Wealth
New York
$29.1M -$2.44M -28,309 -8%
Pathstone Holdings
134
Pathstone Holdings
New Jersey
$28.5M +$486K +5,632 +2%
CCFM
135
Clear Creek Financial Management
Washington
$28.3M +$426K +4,947 +2%
PFA
136
Pettinga Financial Advisors
Indiana
$28.1M +$6.94M +80,459 +36%
SHJ
137
Sharkey, Howes & Javer
Colorado
$27.9M +$25.6M +296,782 +5,833%
MFG
138
Merit Financial Group
Georgia
$27.9M +$7.97M +92,422 +44%
Citigroup
139
Citigroup
New York
$27.9M -$2.1M -24,310 -7%
SFS
140
Security Financial Services
Indiana
$27.8M +$9.4M +109,055 +57%
FMWA
141
Forvis Mazars Wealth Advisors
Missouri
$27.5M -$697K -8,085 -3%
PS
142
Principal Securities
Iowa
$27.5M +$845K +9,802 +3%
BCI
143
Brinker Capital Investments
Pennsylvania
$27.4M +$11.2M +129,462 +78%
OPS
144
Orion Portfolio Solutions
Nebraska
$27.4M +$11.2M +129,462 +78%
HGWM
145
Horst & Graben Wealth Management
Oregon
$27.1M +$9.8M +113,653 +63%
SVCP
146
Silicon Valley Capital Partners
California
$26.8M -$398K -4,615 -2%
PSP
147
Principal Street Partners
Tennessee
$26.7M +$962K +11,153 +4%
FMC
148
First Merchants Corp
Indiana
$26.7M -$2.26M -26,198 -8%
SIC
149
Sterling Investment Counsel
New York
$26.7M -$1.77M -20,522 -7%
CAG
150
Csenge Advisory Group
Florida
$26.6M +$1.18M +13,738 +5%