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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
MYIA
601
Mount Yale Investment Advisors
Colorado
$1.27M +$1.32M +18,600 New
SDWMA
602
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.27M – – –
BF
603
Blankinship & Foster
California
$1.26M -$1.77K -25 -0.1%
CWC
604
Carolinas Wealth Consulting
North Carolina
$1.26M -$512K -7,241 -28%
GFS
605
GYL Financial Synergies
Connecticut
$1.26M – – –
AC
606
AWM Capital
Arizona
$1.25M -$120K -1,699 -8%
PMG
607
ProVise Management Group
Florida
$1.24M +$14.2K +201 +1%
MWM
608
McNaughton Wealth Management
California
$1.24M -$11.5K -162 -0.9%
QCG
609
Quadrant Capital Group
Ohio
$1.24M +$366K +5,176 +40%
ESB
610
Essex Savings Bank
Connecticut
$1.23M – – –
FLPIM
611
F.L. Putnam Investment Management
Massachusetts
$1.22M -$21.2K -300 -2%
CD
612
Chapin Davis
Maryland
$1.22M +$6.16K +87 +0.5%
NLP
613
Next Level Private
New York
$1.21M +$3.04K +43 +0.2%
TWM
614
TMD Wealth Management
Arizona
$1.21M – – –
BCG
615
Breakwater Capital Group
New Jersey
$1.19M +$247K +3,493 +25%
TSWM
616
Tyler-Stone Wealth Management
Ohio
$1.19M – – –
FNBTCON
617
First National Bank & Trust Co of Newtown
Pennsylvania
$1.18M -$213K -3,013 -15%
FCC
618
Florin Court Capital
United Kingdom
$1.18M +$1.22M +17,200 New
FCBT
619
First Citizens Bank & Trust
North Carolina
$1.18M -$192K -2,718 -14%
OAM
620
Oppenheimer Asset Management
New York
$1.18M -$10.3K -146 -0.8%
ACA
621
Aptus Capital Advisors
Alabama
$1.17M +$881K +12,443 +264%
S
622
SignatureFD
Georgia
$1.17M +$32.3K +456 +3%
DWMS
623
Dominguez Wealth Management Solutions
Virginia
$1.17M -$18.8K -265 -2%
WA
624
Waverly Advisors
Alabama
$1.16M -$6.44K -91 -0.5%
KWM
625
Kingsview Wealth Management
Oregon
$1.16M +$732K +10,341 +155%
23 24
25
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