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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
576
Pinnacle Associates
New York
$3.09M +$113K +1,125 +3%
PCA
577
Pallas Capital Advisors
Massachusetts
$3.08M +$214K +2,125 +7%
KAS
578
KPP Advisory Services
Kentucky
$3.08M -$63.4K -629 -2%
BA
579
Bristlecone Advisors
Washington
$3.08M – – –
RFP
580
RCS Financial Planning
Maryland
$3.07M +$143K +1,414 +4%
GG
581
GenWealth Group
New Jersey
$3.06M -$26.4K -262 -0.8%
B
582
Barings
North Carolina
$3.05M -$1.86M -18,437 -36%
BIG
583
Brookwood Investment Group
Arizona
$3.03M +$3.29M +32,593 New
AWA
584
Arete Wealth Advisors
Illinois
$3.01M +$363K +3,602 +12%
AWP
585
Axis Wealth Partners
Rhode Island
$3M +$1.22M +12,094 +60%
VFA
586
Valeo Financial Advisors
Indiana
$3M +$19K +188 +0.6%
CRI
587
Commonwealth Retirement Investments
Virginia
$3M +$70.3K +697 +2%
FW
588
FullCircle Wealth
Texas
$2.99M +$172K +1,702 +6%
SWM
589
StoneCrest Wealth Management
Arizona
$2.98M +$11.2K +111 +0.3%
SCA
590
Southern Capital Advisors
Tennessee
$2.96M -$541K -5,367 -14%
SIS
591
Sound Income Strategies
Florida
$2.95M +$152K +1,512 +5%
BCMLT
592
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.95M -$310K -3,071 -9%
PTC
593
Private Trust Company
Ohio
$2.93M -$92K -913 -3%
DWA
594
Dorsey Wright & Associates
California
$2.9M -$87.6K -869 -3%
HCC
595
Hirtle Callaghan & Co
Pennsylvania
$2.89M -$182K -1,809 -5%
RL
596
Rogco LP
Oklahoma
$2.88M +$15.6K +155 +0.5%
RRA
597
Round Rock Advisors
Connecticut
$2.88M +$15.4K +153 +0.5%
SPC
598
Spirepoint Private Client
Florida
$2.88M – – –
MGIA
599
Matthew Goff Investment Advisor
Texas
$2.87M +$150K +1,484 +5%
SF
600
Synovus Financial
Georgia
$2.85M -$326K -3,233 -10%
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