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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
626
Affinity Capital Advisors
California
$538K +$515K +11,104 New
SC
627
Steph & Co
Wisconsin
$538K +$515K +11,120 New
PA
628
Pinnacle Associates
New York
$537K -$19.7K -424 -4%
SIC
629
Sigma Investment Counselors
Michigan
$533K -$18.2K -392 -3%
BOPW
630
Brandywine Oak Private Wealth
Pennsylvania
$533K +$12.6K +272 +3%
TI
631
tru Independence
Oregon
$532K +$597K +12,884 New
SWA
632
Sutton Wealth Advisors
Florida
$529K – – –
GEA
633
Glen Eagle Advisors
New Jersey
$526K -$2.41K -52 -0.5%
LC
634
Lindbrook Capital
California
$526K – – –
WWM
635
Windsor Wealth Management
Indiana
$525K -$2.15M -46,404 -81%
OIWM
636
OptiFour Integrated Wealth Management
Virginia
$525K – – –
DI
637
Disciplined Investments
Oklahoma
$525K +$502K +10,836 New
LWANC
638
Laurel Wealth Advisors (North Carolina)
North Carolina
$521K -$33.4K -720 -6%
RPC
639
Rossmore Private Capital
Connecticut
$517K – – –
CIA
640
Capital Investment Advisors
Georgia
$513K +$17.1K +368 +4%
WSFS
641
Wilmington Savings Fund Society
Delaware
$509K -$31K -668 -6%
CPO
642
Cerity Partners OCIO
New York
$507K -$7.97K -172 -2%
CB
643
CNB Bank
Pennsylvania
$507K +$436K +9,400 +883%
JIC
644
Joel Isaacson & Co
New York
$504K +$742 +16 +0.2%
RRWA
645
Rainey & Randall Wealth Advisors
Florida
$503K -$44.7K -964 -8%
AWA
646
Arkadios Wealth Advisors
Georgia
$501K +$444K +9,588 New
VC
647
Vicus Capital
Pennsylvania
$497K +$4.08K +88 +0.9%
BFA
648
Beacon Financial Advisory
Ohio
$497K +$476K +10,272 New
FCB
649
First Command Bank
Texas
$494K – – –
FCFS
650
First Command Financial Services
Texas
$494K – – –
24 25
26
27 28