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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
IWN
501
Independent Wealth Network
Iowa
$1.43M +$1.34M +17,563 New
BCA
502
Berman Capital Advisors
Georgia
$1.43M -$25K -328 -2%
CWC
503
Carolinas Wealth Consulting
North Carolina
$1.42M +$2.21K +29 +0.2%
IA
504
Insight Advisors
Pennsylvania
$1.42M +$72.5K +951 +6%
HSA
505
HBK Sorce Advisory
Pennsylvania
$1.42M +$180K +2,359 +14%
MFW
506
Meristem Family Wealth
Minnesota
$1.42M -$1.55M -20,386 -52%
PCS
507
Personal CFO Solutions
New Jersey
$1.4M -$103K -1,347 -7%
CAC
508
Certified Advisory Corp
Florida
$1.38M -$67.8K -890 -5%
SKK
509
Shepherd Kaplan Krochuk
Massachusetts
$1.38M – – –
RIA
510
Regal Investment Advisors
Michigan
$1.37M +$229 +3 +0%
HCMG
511
Howard Capital Management Group
California
$1.36M – – –
HIM
512
Hotaling Investment Management
Pennsylvania
$1.35M – – –
FWM
513
Frontier Wealth Management
Missouri
$1.34M -$68.1K -893 -5%
LSPW
514
Lake Street Private Wealth
Illinois
$1.34M +$103K +1,357 +8%
BIM
515
Bridges Investment Management
Nebraska
$1.34M -$20.7K -272 -1%
RPC
516
Rossmore Private Capital
Connecticut
$1.34M – – –
CIR
517
Clear Investment Research
Georgia
$1.32M -$98K -1,286 -7%
FPFS
518
First Personal Financial Services
North Carolina
$1.32M +$34.4K +451 +3%
FLPIM
519
F.L. Putnam Investment Management
Massachusetts
$1.32M -$6.78K -89 -0.5%
PFM
520
Phillips Financial Management
Indiana
$1.3M – – –
PMG
521
ProVise Management Group
Florida
$1.3M -$44.5K -584 -3%
OPWM
522
Oxinas Partners Wealth Management
Indiana
$1.29M +$8.99K +118 +0.7%
CWM
523
Cornerstone Wealth Management
Missouri
$1.29M +$35K +459 +3%
SFP
524
Sandbox Financial Partners
Maryland
$1.28M -$404K -5,298 -23%
MBT
525
Montecito Bank & Trust
California
$1.27M – – –
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