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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
551
CoreCap Advisors
Michigan
$1M -$353K -5,340 -24%
KAH
552
Kathryn A. Hall
$999K – – –
MBT
553
Montecito Bank & Trust
California
$999K – – –
WAM
554
Wallington Asset Management
Indiana
$993K – – –
OPWM
555
Oxinas Partners Wealth Management
Indiana
$989K -$5.49K -83 -0.5%
AT
556
American Trust
Kentucky
$988K +$54.3K +821 +5%
VVP
557
Venture Visionary Partners
Ohio
$986K +$331 +5 +0%
HIM
558
Hotaling Investment Management
Pennsylvania
$985K – – –
MGWM
559
Marks Group Wealth Management
Minnesota
$979K +$2.18K +33 +0.2%
FWM
560
Frontier Wealth Management
Missouri
$978K -$78.4K -1,185 -7%
HCMG
561
Howard Capital Management Group
California
$967K -$145K -2,194 -12%
CAG
562
Crestwood Advisors Group
Massachusetts
$967K -$4.96K -75 -0.5%
CIR
563
Clear Investment Research
Georgia
$964K +$93.5K +1,413 +10%
GMA
564
Goldstein Munger & Associates
California
$961K – – –
KIG
565
Kessler Investment Group
Indiana
$955K -$230K -3,477 -18%
PWPS
566
Pinnacle Wealth Planning Services
Ohio
$953K -$525K -7,926 -33%
DAS
567
Dynamic Advisor Solutions
Arizona
$948K -$165K -2,496 -14%
BAG
568
Briggs Advisory Group
Rhode Island
$948K – – –
CPIG
569
Chicago Partners Investment Group
Illinois
$943K +$17.9K +270 +2%
SIAM
570
Sterling Investment Advisors (Missouri)
Missouri
$942K -$8.21K -124 -0.8%
CWP
571
Curated Wealth Partners
California
$941K -$563K -8,500 -35%
BFM
572
Boston Financial Management
Massachusetts
$939K -$9.93K -150 -1%
LA
573
Legacy Advisors
Pennsylvania
$939K – – –
RW
574
REDW Wealth
New Mexico
$938K -$13.5K -204 -1%
PMG
575
ProVise Management Group
Florida
$938K -$11.9K -180 -1%
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23
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