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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
NEPWA
551
New England Private Wealth Advisors
Massachusetts
$1.16M -$118K -1,546 -9%
CAG
552
Crestwood Advisors Group
Massachusetts
$1.15M -$2.67K -35 -0.2%
PAM
553
PVG Asset Management
Colorado
$1.15M +$1.19M +15,559 New
PCG
554
Private Capital Group
Connecticut
$1.15M – – –
WCF
555
West Coast Financial
California
$1.13M – – –
PCM
556
Perritt Capital Management
Illinois
$1.12M +$13.9K +182 +1%
HR
557
Hardy Reed
Mississippi
$1.11M – – –
MCM
558
Mattern Capital Management
Colorado
$1.11M +$41.8K +548 +4%
AWA
559
Alta Wealth Advisors
Massachusetts
$1.11M +$3.35K +44 +0.3%
PIM
560
Progressive Investment Management
Oregon
$1.11M +$1.14M +14,968 New
WI
561
Wintrust Investments
Illinois
$1.1M +$363K +4,764 +47%
CS
562
Capital Square
Tennessee
$1.1M – – –
CPIG
563
Chicago Partners Investment Group
Illinois
$1.09M +$53.5K +702 +6%
HF
564
HRT Financial
New York
$1.06M +$1.1M +14,415 New
BOH
565
Bank of Hawaii
Hawaii
$1.06M -$32.8K -430 -3%
PAMG
566
Patton Albertson Miller Group
Tennessee
$1.06M -$2.29K -30 -0.2%
MCWS
567
McKinley Carter Wealth Services
West Virginia
$1.06M -$104K -1,367 -9%
FPW
568
Flagship Private Wealth
Massachusetts
$1.05M +$76 +1 +0%
GT
569
Glenview Trust
Kentucky
$1.04M -$20.7K -272 -2%
CCMD
570
Cypress Capital Management (Delaware)
Delaware
$1.04M – – –
MG
571
Mather Group
Illinois
$1.04M -$69.2K -908 -6%
NCM
572
Next Capital Management
New York
$1.02M – – –
TIA
573
Tiemann Investment Advisors
California
$1.02M -$43.9K -576 -4%
YIH
574
Y-Intercept (HK)
Hong Kong
$1.02M +$1.06M +13,841 New
KCM
575
Kennicott Capital Management
California
$1.02M – – –
21 22
23
24 25