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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
NSB
501
Norway Savings Bank
Maine
$1.45M +$66.6K +874 +5%
IWN
502
Independent Wealth Network
Iowa
$1.43M +$1.34M +17,563 New
BCA
503
Berman Capital Advisors
Georgia
$1.43M -$25K -328 -2%
CWC
504
Carolinas Wealth Consulting
North Carolina
$1.42M +$2.21K +29 +0.2%
IA
505
Insight Advisors
Pennsylvania
$1.42M +$72.5K +951 +6%
HSA
506
HBK Sorce Advisory
Pennsylvania
$1.42M +$180K +2,359 +14%
MFW
507
Meristem Family Wealth
Minnesota
$1.42M -$1.55M -20,386 -52%
PCS
508
Personal CFO Solutions
New Jersey
$1.4M -$103K -1,347 -7%
CAC
509
Certified Advisory Corp
Florida
$1.38M -$67.8K -890 -5%
SKK
510
Shepherd Kaplan Krochuk
Massachusetts
$1.38M – – –
RIA
511
Regal Investment Advisors
Michigan
$1.37M +$229 +3 +0%
HCMG
512
Howard Capital Management Group
California
$1.36M – – –
HIM
513
Hotaling Investment Management
Pennsylvania
$1.35M – – –
FWM
514
Frontier Wealth Management
Missouri
$1.34M -$68.1K -893 -5%
LSPW
515
Lake Street Private Wealth
Illinois
$1.34M +$103K +1,357 +8%
BIM
516
Bridges Investment Management
Nebraska
$1.34M -$20.7K -272 -1%
RPC
517
Rossmore Private Capital
Connecticut
$1.34M – – –
CIR
518
Clear Investment Research
Georgia
$1.32M -$98K -1,286 -7%
FPFS
519
First Personal Financial Services
North Carolina
$1.32M +$34.4K +451 +3%
FLPIM
520
F.L. Putnam Investment Management
Massachusetts
$1.32M -$6.78K -89 -0.5%
PFM
521
Phillips Financial Management
Indiana
$1.3M – – –
PMG
522
ProVise Management Group
Florida
$1.3M -$44.5K -584 -3%
OPWM
523
Oxinas Partners Wealth Management
Indiana
$1.29M +$8.99K +118 +0.7%
CWM
524
Cornerstone Wealth Management
Missouri
$1.29M +$35K +459 +3%
SFP
525
Sandbox Financial Partners
Maryland
$1.28M -$404K -5,298 -23%
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