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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
626
Beacon Financial Group
Texas
$298K – – –
CWM
627
Connecticut Wealth Management
Connecticut
$297K -$14.4K -356 -4%
PWM
628
Perigon Wealth Management
California
$292K -$344K -8,504 -54%
BSB
629
Bangor Savings Bank
Maine
$291K -$47.8K -1,180 -13%
RFWA
630
RPg Family Wealth Advisory
Massachusetts
$290K -$8.26K -204 -3%
VCM
631
Virtue Capital Management
Tennessee
$289K -$207K -5,108 -40%
MWM
632
MinichMacGregor Wealth Management
New York
$289K +$280K +6,924 +612%
ZF
633
Zhang Financial
Michigan
$286K +$64.8K +1,600 +27%
ONST
634
Old North State Trust
North Carolina
$285K -$3.88K -96 -1%
CB
635
Chemical Bank
Michigan
$281K -$8.9K -220 -3%
SBSB
636
Sullivan, Bruyette, Speros & Blaney
Virginia
$281K – – –
LWAC
637
Laurel Wealth Advisors (California)
California
$276K -$79.8K -1,972 -21%
MCM
638
Mengis Capital Management
Oregon
$274K – – –
ATC
639
Argent Trust Co
Tennessee
$272K -$1.29K -32 -0.4%
WAP
640
Wealthcare Advisory Partners
Pennsylvania
$271K -$55.2K -1,364 -16%
MM
641
Meridian Management
Arkansas
$271K – – –
RCA
642
Rex Capital Advisors
Rhode Island
$270K – – –
TWM
643
Torch Wealth Management
Ohio
$268K – – –
PGA
644
Portland Global Advisors
Maine
$266K – – –
MC
645
Moors & Cabot
Massachusetts
$265K -$7.77K -192 -3%
BWM
646
Baystate Wealth Management
Massachusetts
$265K +$207K +5,124 +342%
LB
647
Legacy Bridge
Iowa
$264K +$283K +6,996 New
HCM
648
Harvey Capital Management
Florida
$263K – – –
WAS
649
WESPAC Advisors SoCal
California
$263K – – –
CSM
650
CAMG Solamere Management
North Carolina
$262K – – –
24 25
26
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