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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
376
Oppenheimer Asset Management
New York
$2.52M -$1.09M -16,893 -30%
ATPW
377
Ashton Thomas Private Wealth
Arizona
$2.5M +$76.8K +1,188 +3%
BMCM
378
Bryn Mawr Capital Management
Pennsylvania
$2.49M -$231K -3,570 -9%
PCA
379
Pallas Capital Advisors
Massachusetts
$2.48M +$2.36M +36,450 New
LWMM
380
Legacy Wealth Management (Mississippi)
Mississippi
$2.46M -$646 -10 -0%
SCI
381
S&CO Inc
Massachusetts
$2.46M – – –
FHC
382
First Horizon Corporation
Tennessee
$2.43M +$357K +5,525 +17%
KBFS
383
Kohmann Bosshard Financial Services
Ohio
$2.42M – – –
CF
384
Corrigan Financial
Rhode Island
$2.4M -$96.8K -1,497 -4%
OPA
385
Old Port Advisors
Maine
$2.39M -$87K -1,346 -4%
GPWA
386
Great Point Wealth Advisors
Massachusetts
$2.38M – – –
MAFM
387
Mid Atlantic Financial Management
Pennsylvania
$2.36M +$71.6K +1,107 +3%
SW
388
SVB Wealth
Massachusetts
$2.33M -$72K -1,113 -3%
FCFC
389
First Commonwealth Financial Corp
Pennsylvania
$2.31M -$478K -7,397 -17%
DCM
390
Dimension Capital Management
Florida
$2.3M +$304K +4,699 +15%
WT
391
Whittier Trust
California
$2.3M – – –
CIA
392
Choate Investment Advisors
Massachusetts
$2.29M +$631K +9,768 +38%
EFS
393
Essex Financial Services
Connecticut
$2.26M +$9.05K +140 +0.4%
RWG
394
Regal Wealth Group
California
$2.25M -$161K -2,496 -7%
FCI
395
Financial Counselors Inc
Kansas
$2.25M -$42.9K -664 -2%
CA
396
Calton & Associates
Florida
$2.23M -$1.2M -18,584 -35%
BHWM
397
Bar Harbor Wealth Management
New Hampshire
$2.23M -$167K -2,584 -7%
BJL
398
Brighton Jones LLC
Washington
$2.22M +$41.9K +648 +2%
HWM
399
Howard Wealth Management
Connecticut
$2.22M -$6.53K -101 -0.3%
MPCG
400
Matrix Private Capital Group
New York
$2.2M -$6.72K -104 -0.3%
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