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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
ITB
676
Idaho Trust Bank
Idaho
$2.04M +$1.9M +22,000 New
SP
677
Stablepoint Partners
Massachusetts
$2.03M +$100K +1,162 +5%
PA
678
Procyon Advisors
Connecticut
$2M -$514K -5,962 -22%
CFO
679
Custos Family Office
Texas
$2M +$9.05K +105 +0.5%
CWC
680
Carolinas Wealth Consulting
North Carolina
$1.98M +$131K +1,519 +8%
WH
681
Whitcomb & Hess
Ohio
$1.97M +$48.5K +563 +3%
E
682
ETFidea
New York
$1.96M – – –
WA
683
WESPAC Advisors
California
$1.96M -$651K -7,546 -26%
PFG
684
Pinnacle Financial Group
Illinois
$1.95M – – –
WP
685
WMS Partners
Maryland
$1.94M -$19.3K -224 -1%
CWM
686
Cornerstone Wealth Management
Missouri
$1.93M +$98.7K +1,145 +6%
RW
687
Regimen Wealth
Georgia
$1.93M +$1.07M +12,373 +146%
WAP
688
Wealthcare Advisory Partners
Pennsylvania
$1.91M +$9.31K +108 +0.5%
LIA
689
LifePlan Investment Advisors
North Carolina
$1.91M +$539K +6,254 +44%
MGWM
690
Marks Group Wealth Management
Minnesota
$1.89M +$517 +6 +0%
MCM
691
Manchester Capital Management
Vermont
$1.89M -$149K -1,726 -8%
HPC
692
HM Payson & Co
Maine
$1.88M -$87.1K -1,010 -5%
CAG
693
Curtis Advisory Group
California
$1.87M +$1.23M +14,212 +235%
HCP
694
Holt Capital Partners
Texas
$1.87M – – –
HFS
695
Heritage Financial Services
Massachusetts
$1.87M – – –
BC
696
Bowman & Company
Wisconsin
$1.86M +$13.5K +157 +0.8%
KWM
697
Kaydan Wealth Management
Michigan
$1.85M -$12.3K -143 -0.7%
TCBWMS
698
Texas Capital Bank Wealth Management Services
Texas
$1.85M -$81.7K -948 -5%
MWM
699
Marietta Wealth Management
Georgia
$1.85M -$378K -4,384 -18%
MAM
700
MMA Asset Management
Pennsylvania
$1.84M -$1.38K -16 -0.1%
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