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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
551
Bellwether Advisors
Nebraska
$946K -$449K -6,915 -30%
HIM
552
Hotaling Investment Management
Pennsylvania
$945K – – –
BIM
553
Bridges Investment Management
Nebraska
$942K -$32.5K -500 -3%
VVP
554
Venture Visionary Partners
Ohio
$942K -$2.66K -41 -0.3%
SIAM
555
Sterling Investment Advisors (Missouri)
Missouri
$938K +$38.7K +595 +4%
MGWM
556
Marks Group Wealth Management
Minnesota
$937K -$2.14K -33 -0.2%
WB
557
WesBanco Bank
West Virginia
$935K -$2.25M -34,607 -68%
SFP
558
Sandbox Financial Partners
Maryland
$929K -$138K -2,119 -12%
HCMG
559
Howard Capital Management Group
California
$926K -$390 -6 -0%
IA
560
Insight Advisors
Pennsylvania
$922K -$5.91K -91 -0.6%
GMA
561
Goldstein Munger & Associates
California
$922K – – –
CAG
562
Crestwood Advisors Group
Massachusetts
$915K -$13K -200 -1%
BAG
563
Briggs Advisory Group
Rhode Island
$909K – – –
9WM
564
9258 Wealth Management
Ohio
$904K -$78K -1,200 -7%
CWP
565
Curated Wealth Partners
California
$903K – – –
RIL
566
Rothschild Investment LLC
Illinois
$901K +$1.01M +15,583 New
DAS
567
Dynamic Advisor Solutions
Arizona
$900K -$9.49K -146 -0.9%
BFM
568
Boston Financial Management
Massachusetts
$900K – – –
LA
569
Legacy Advisors
Pennsylvania
$900K – – –
RW
570
REDW Wealth
New Mexico
$899K – – –
MWM
571
McNaughton Wealth Management
California
$889K +$70.1K +1,079 +8%
OPWM
572
Oxinas Partners Wealth Management
Indiana
$886K -$69.1K -1,063 -6%
CS
573
Capital Square
Tennessee
$880K +$21K +323 +2%
WCG
574
Weaver Consulting Group
California
$880K +$454K +6,983 +85%
TWC
575
TD Waterhouse Canada
Ontario, Canada
$878K -$7.02K -108 -0.9%
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