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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
401
Procyon Advisors
Connecticut
$1.86M -$161K -3,360 -9%
FCI
402
Financial Counselors Inc
Kansas
$1.84M +$153K +3,200 +10%
WT
403
Whittier Trust
California
$1.83M -$97.8K -2,040 -5%
IWM
404
IHT Wealth Management
Illinois
$1.81M -$143K -2,980 -8%
BHWM
405
Bar Harbor Wealth Management
New Hampshire
$1.79M +$408K +8,520 +33%
PV
406
Private Vista
Illinois
$1.77M -$12.3K -256 -0.7%
MPCG
407
Matrix Private Capital Group
New York
$1.77M -$31.8K -664 -2%
EW
408
Element Wealth
Mississippi
$1.75M -$110K -2,300 -6%
NFG
409
Nations Financial Group
Iowa
$1.75M -$81.3K -1,696 -5%
RWG
410
Regal Wealth Group
California
$1.74M -$410K -8,552 -20%
RSWM
411
Robertson Stephens Wealth Management
California
$1.74M +$208K +4,336 +15%
MGIA
412
Matthew Goff Investment Advisor
Texas
$1.73M -$35.9K -748 -2%
I
413
IberiaBank
Louisiana
$1.72M -$35.1K -732 -2%
ATPW
414
Ashton Thomas Private Wealth
Arizona
$1.72M -$241K -5,036 -13%
MCM
415
Manchester Capital Management
Vermont
$1.72M -$2.3K -48 -0.1%
KA
416
Kovack Advisors
Florida
$1.71M +$110K +2,296 +7%
SF
417
Synovus Financial
Georgia
$1.7M -$5.31M -110,860 -77%
VWA
418
V Wealth Advisors
Kansas
$1.7M +$1.25M +26,120 +393%
HPC
419
HM Payson & Co
Maine
$1.7M -$2.11K -44 -0.1%
DCM
420
Dimension Capital Management
Florida
$1.68M – – –
STA
421
Summit Trail Advisors
New York
$1.67M – – –
LWP
422
Legacy Wealth Planning
Nevada
$1.67M +$72.9K +1,520 +5%
BJL
423
Brighton Jones LLC
Washington
$1.66M -$32.8K -684 -2%
SHA
424
Seneca House Advisors
Virginia
$1.65M -$98.6K -2,056 -6%
MAFM
425
Mid Atlantic Financial Management
Pennsylvania
$1.65M +$146K +3,036 +11%
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17
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