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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
451
SeaCrest Wealth Management
New York
$935K +$139K +3,072 +17%
CFG
452
Cooper Financial Group
California
$922K +$384K +8,484 +71%
CPIA
453
Cornell Pochily Investment Advisors
New York
$919K -$65K -1,436 -7%
FNT
454
First National Trust
Pennsylvania
$910K -$4.16K -92 -0.5%
FPS
455
Fieldpoint Private Securities
Connecticut
$903K -$1.81K -40 -0.2%
HCP
456
Holt Capital Partners
Texas
$903K +$81.4K +1,800 +10%
FHA
457
Flagship Harbor Advisors
Massachusetts
$897K +$26.1K +576 +3%
BRWM
458
B. Riley Wealth Management
Tennessee
$896K -$104K -2,292 -10%
BFO
459
Boston Family Office
Massachusetts
$888K – – –
IIC
460
Integrated Investment Consultants
Michigan
$883K +$28.9K +640 +3%
CTC
461
Central Trust Company
Missouri
$874K – – –
HR
462
Hayden Royal
North Carolina
$873K +$370K +8,188 +73%
SMG
463
Smart Money Group
Texas
$868K -$331K -7,308 -27%
SCM
464
Smith Capital Management
Arkansas
$864K -$45.2K -1,000 -5%
TF
465
Tompkins Financial
New York
$864K – – –
LSPW
466
Lake Street Private Wealth
Illinois
$858K +$92.1K +2,036 +12%
NEPWA
467
New England Private Wealth Advisors
Massachusetts
$855K +$1.45K +32 +0.2%
PWPS
468
Pinnacle Wealth Planning Services
Ohio
$848K +$577K +12,756 +209%
LHC
469
Little House Capital
Massachusetts
$845K +$24.8K +548 +3%
OIA
470
OneDigital Investment Advisors
Kansas
$842K +$517K +11,436 +157%
JF
471
JSF Financial
California
$839K -$97K -2,144 -10%
AI
472
Accredited Investors
Minnesota
$839K +$181 +4 +0%
FPFS
473
First Personal Financial Services
North Carolina
$836K -$5.43K -120 -0.6%
HCMNY
474
Howard Capital Management (New York)
New York
$834K -$4.52K -100 -0.5%
WCF
475
West Coast Financial
California
$832K +$22.4K +496 +3%
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19
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