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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
MCWS
576
McKinley Carter Wealth Services
West Virginia
$964K +$917K +15,116 New
AWA
577
Alta Wealth Advisors
Massachusetts
$957K +$910K +15,000 New
GT
578
Glenview Trust
Kentucky
$956K -$102K -1,680 -10%
PP
579
Prosperity Planning
Missouri
$951K +$903K +14,897 New
SC
580
Scotia Capital
Ontario, Canada
$949K -$62.9K -1,038 -7%
CF
581
Centaurus Financial
California
$948K -$519K -8,553 -37%
HR
582
Hardy Reed
Mississippi
$945K – – –
LSPW
583
Lake Street Private Wealth
Illinois
$940K +$129K +2,120 +17%
TIA
584
Tiemann Investment Advisors
California
$938K -$13.3K -220 -1%
SCM
585
SOL Capital Management
Maryland
$935K – – –
EWF
586
Epstein & White Financial
California
$929K -$66.5K -1,096 -7%
WP
587
WealthShield Partners
North Carolina
$924K +$128K +2,105 +17%
FHA
588
Flagship Harbor Advisors
Massachusetts
$918K -$176K -2,909 -17%
VVP
589
Venture Visionary Partners
Ohio
$917K +$872K +14,378 New
CCMD
590
Cypress Capital Management (Delaware)
Delaware
$914K – – –
FPW
591
Flagship Private Wealth
Massachusetts
$913K +$859K +14,168 New
TFO
592
Tarbox Family Office
California
$906K -$182K -3,000 -17%
MWM
593
Mission Wealth Management
California
$892K -$43.4K -716 -5%
FIB
594
First Interstate Bank
Montana
$892K +$162K +2,670 +24%
PAMG
595
Patton Albertson Miller Group
Tennessee
$890K +$18.4K +304 +2%
CCT
596
Capital City Trust
Florida
$889K -$345K -5,686 -29%
GFP
597
Gryphon Financial Partners
Ohio
$885K -$26.4K -436 -3%
NCM
598
Next Capital Management
New York
$884K +$71.2K +1,175 +9%
NDSI
599
Newman Dignan & Sheerar Inc
Rhode Island
$876K -$1.21K -20 -0.1%
SFS
600
Sowell Financial Services
Arkansas
$873K -$1.43M -23,576 -63%
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