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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
451
Cooper Financial Group
California
$922K +$384K +8,484 +71%
CPIA
452
Cornell Pochily Investment Advisors
New York
$919K -$65K -1,436 -7%
FNT
453
First National Trust
Pennsylvania
$910K -$4.16K -92 -0.5%
FPS
454
Fieldpoint Private Securities
Connecticut
$903K -$1.81K -40 -0.2%
HCP
455
Holt Capital Partners
Texas
$903K +$81.4K +1,800 +10%
FHA
456
Flagship Harbor Advisors
Massachusetts
$897K +$26.1K +576 +3%
BRWM
457
B. Riley Wealth Management
Tennessee
$896K -$104K -2,292 -10%
BFO
458
Boston Family Office
Massachusetts
$888K – – –
IIC
459
Integrated Investment Consultants
Michigan
$883K +$28.9K +640 +3%
CTC
460
Central Trust Company
Missouri
$874K – – –
HR
461
Hayden Royal
North Carolina
$873K +$370K +8,188 +73%
SMG
462
Smart Money Group
Texas
$868K -$331K -7,308 -27%
SCM
463
Smith Capital Management
Arkansas
$864K -$45.2K -1,000 -5%
TF
464
Tompkins Financial
New York
$864K – – –
LSPW
465
Lake Street Private Wealth
Illinois
$858K +$92.1K +2,036 +12%
NEPWA
466
New England Private Wealth Advisors
Massachusetts
$855K +$1.45K +32 +0.2%
PWPS
467
Pinnacle Wealth Planning Services
Ohio
$848K +$577K +12,756 +209%
LHC
468
Little House Capital
Massachusetts
$845K +$24.8K +548 +3%
OIA
469
OneDigital Investment Advisors
Kansas
$842K +$517K +11,436 +157%
JF
470
JSF Financial
California
$839K -$97K -2,144 -10%
AI
471
Accredited Investors
Minnesota
$839K +$181 +4 +0%
FPFS
472
First Personal Financial Services
North Carolina
$836K -$5.43K -120 -0.6%
HCMNY
473
Howard Capital Management (New York)
New York
$834K -$4.52K -100 -0.5%
WCF
474
West Coast Financial
California
$832K +$22.4K +496 +3%
JFA
475
JNBA Financial Advisors
Minnesota
$830K +$51.9K +1,148 +7%
17 18
19
20 21