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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
FNBT
301
FineMark National Bank & Trust
Florida
$4.38M +$84.4K +1,107 +2%
COCM
302
Charter Oak Capital Management
New Hampshire
$4.34M -$132K -1,726 -3%
IWC
303
Integrated Wealth Concepts
Massachusetts
$4.31M -$693K -9,096 -13%
MWM
304
Meridian Wealth Management
Kentucky
$4.3M -$341K -4,476 -7%
LNWTC
305
Laird Norton Wetherby Trust Company
Washington
$4.3M +$338K +4,432 +8%
AMG
306
Asset Management Group
Connecticut
$4.28M -$90K -1,180 -2%
AWP
307
Ascent Wealth Partners
New York
$4.23M +$29K +380 +0.7%
JHCP
308
Jackson Hole Capital Partners
Oklahoma
$4.23M +$127K +1,665 +3%
SCM
309
Stordahl Capital Management
Colorado
$4.14M -$31.4K -412 -0.7%
NCM
310
Narwhal Capital Management
Georgia
$4.14M – – –
SWMP
311
Signature Wealth Management Partners
New Jersey
$4.13M +$5.87K +77 +0.1%
TNB
312
Thomasville National Bank
Georgia
$4.11M +$240K +3,146 +6%
SHIM
313
Stone House Investment Management
Pennsylvania
$4.09M – – –
CMO
314
Covenant Multifamily Offices
Texas
$4.09M +$12.5K +164 +0.3%
BFS
315
Bard Financial Services
Connecticut
$4.07M – – –
RJT
316
Raymond James Trust
Florida
$4.03M +$3.89K +51 +0.1%
FFN
317
Focus Financial Network
Minnesota
$4.02M +$5.03K +66 +0.1%
IP
318
Investment Partners
Ohio
$4M – – –
BDF
319
Balasa Dinverno & Foltz
$4M -$24.6K -323 -0.6%
NFC
320
Northeast Financial Consultants
Connecticut
$3.93M – – –
NB
321
Northwest Bancshares
Pennsylvania
$3.88M -$186K -2,441 -4%
AB
322
Atlas Brown
Kentucky
$3.87M -$143K -1,872 -3%
FAN
323
Financial Advisors Network
California
$3.85M -$129K -1,690 -3%
GLLW
324
Graves Light Lenhart Wealth
Virginia
$3.83M +$808K +10,605 +26%
VWM
325
Valley Wealth Managers
New Jersey
$3.8M -$18.6K -244 -0.5%
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