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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
651
Fountainhead AM
New Jersey
$684K +$24.8K +382 +3%
TI
652
Truepoint Inc
Ohio
$682K – – –
LF
653
LifeSteps Financial
California
$681K – – –
CWM
654
C2C Wealth Management
Arizona
$681K +$65 +1 +0%
OWA
655
Opal Wealth Advisors
New York
$676K +$61.5K +947 +9%
FWM
656
Focused Wealth Management
New York
$674K – – –
FNT
657
First Nebraska Trust
Nebraska
$673K – – –
TYCC
658
Texas Yale Capital Corp
Florida
$671K – – –
BCM
659
Brasada Capital Management
Texas
$670K – – –
WA
660
Waverly Advisors
Alabama
$668K -$1.54M -23,749 -67%
PCA
661
Personal Capital Advisors
California
$665K +$7.34K +113 +1%
BS
662
Boenning & Scattergood
Pennsylvania
$662K -$6.5K -100 -0.9%
SFS
663
Summit Financial Strategies
Ohio
$661K +$428K +6,591 +136%
MMHP
664
Murphy Middleton Hinkle & Parker
Georgia
$658K +$520 +8 +0.1%
OPS
665
Orion Portfolio Solutions
Nebraska
$654K +$69.1K +1,063 +10%
CIA
666
Capital Investment Advisors
Georgia
$650K +$5.78K +89 +0.8%
SHA
667
Seneca House Advisors
Virginia
$646K – – –
PCS
668
Personal CFO Solutions
New Jersey
$644K -$5.72K -88 -0.8%
IA
669
IFG Advisors
Missouri
$644K +$723K +11,127 New
SC
670
Scotia Capital
Ontario, Canada
$643K -$14.6K -224 -2%
FWCM
671
Ferguson Wellman Capital Management
Oregon
$643K -$2.27K -35 -0.3%
SQA
672
Simon Quick Advisors
New Jersey
$642K -$51.5K -793 -7%
RWP
673
RWA Wealth Partners
Massachusetts
$639K -$52.8K -812 -7%
WCF
674
West Coast Financial
California
$637K -$29.2K -450 -4%
MCWS
675
McKinley Carter Wealth Services
West Virginia
$635K -$7.8K -120 -1%
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