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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
HCP
501
Holt Capital Partners
Texas
$1.21M -$2.65K -40 -0.2%
BRWM
502
B. Riley Wealth Management
Tennessee
$1.2M +$266K +4,020 +25%
BC
503
Bartlett & Co
Ohio
$1.2M +$668K +10,087 +104%
BCWM
504
Bartlett & Co Wealth Management
Ohio
$1.2M +$668K +10,087 +104%
RWRC
505
R.W. Roge & Company
New York
$1.19M -$27.3K -413 -2%
BFO
506
Boston Family Office
Massachusetts
$1.19M – – –
SIA
507
Sage Investment Advisers
New York
$1.19M +$202K +3,052 +18%
BONH
508
Bank of New Hampshire
New Hampshire
$1.19M -$765K -11,555 -37%
SF
509
SBK Financial
Virginia
$1.19M -$37.1K -560 -3%
BFS
510
Bradley Foster & Sargent
Connecticut
$1.19M -$35.4K -535 -3%
CAC
511
Certified Advisory Corp
Florida
$1.18M +$117K +1,774 +10%
LNC
512
Lincoln National Corp
Pennsylvania
$1.18M +$193K +2,919 +18%
WI
513
Wintrust Investments
Illinois
$1.17M -$228K -3,451 -15%
CWA
514
Consilio Wealth Advisors
Washington
$1.17M +$12.2K +184 +1%
CWA
515
Choice Wealth Advisors
Maine
$1.17M +$1.28M +19,392 New
CWM
516
Cornerstone Wealth Management
Missouri
$1.16M -$47.8K -722 -4%
TSWM
517
Tyler-Stone Wealth Management
Ohio
$1.15M +$490K +7,401 +64%
LWAC
518
Laurel Wealth Advisors (California)
California
$1.13M -$39.7K -600 -3%
RIA
519
Regal Investment Advisors
Michigan
$1.13M -$34.1K -515 -3%
SKK
520
Shepherd Kaplan Krochuk
Massachusetts
$1.13M – – –
1CP
521
17 Capital Partners
Arizona
$1.12M +$96.8K +1,462 +9%
IWA
522
Inspirion Wealth Advisors
Illinois
$1.12M +$1.23M +18,514 New
IA
523
Insight Advisors
Pennsylvania
$1.11M -$62.8K -949 -6%
PPW
524
PACK Private Wealth
Minnesota
$1.1M -$44.7K -676 -4%
FPFS
525
First Personal Financial Services
North Carolina
$1.1M +$36.9K +558 +3%
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