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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
FNT
651
First National Trust
Pennsylvania
$685K -$36.2K -557 -4%
FPW
652
Flagship Private Wealth
Massachusetts
$685K – – –
FA
653
Fountainhead AM
New Jersey
$684K +$24.8K +382 +3%
TI
654
Truepoint Inc
Ohio
$682K – – –
LF
655
LifeSteps Financial
California
$681K – – –
CWM
656
C2C Wealth Management
Arizona
$681K +$65 +1 +0%
OWA
657
Opal Wealth Advisors
New York
$676K +$61.5K +947 +9%
FWM
658
Focused Wealth Management
New York
$674K – – –
FNT
659
First Nebraska Trust
Nebraska
$673K – – –
TYCC
660
Texas Yale Capital Corp
Florida
$671K – – –
BCM
661
Brasada Capital Management
Texas
$670K – – –
WA
662
Waverly Advisors
Alabama
$668K -$1.54M -23,749 -67%
PCA
663
Personal Capital Advisors
California
$665K +$7.34K +113 +1%
BS
664
Boenning & Scattergood
Pennsylvania
$662K -$6.5K -100 -0.9%
SFS
665
Summit Financial Strategies
Ohio
$661K +$428K +6,591 +136%
MMHP
666
Murphy Middleton Hinkle & Parker
Georgia
$658K +$520 +8 +0.1%
OPS
667
Orion Portfolio Solutions
Nebraska
$654K +$69.1K +1,063 +10%
CIA
668
Capital Investment Advisors
Georgia
$650K +$5.78K +89 +0.8%
SHA
669
Seneca House Advisors
Virginia
$646K – – –
PCS
670
Personal CFO Solutions
New Jersey
$644K -$5.72K -88 -0.8%
IA
671
IFG Advisors
Missouri
$644K +$723K +11,127 New
SC
672
Scotia Capital
Ontario, Canada
$643K -$14.6K -224 -2%
FWCM
673
Ferguson Wellman Capital Management
Oregon
$643K -$2.27K -35 -0.3%
SQA
674
Simon Quick Advisors
New Jersey
$642K -$51.5K -793 -7%
RWP
675
RWA Wealth Partners
Massachusetts
$639K -$52.8K -812 -7%
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