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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
701
Trellis Advisors
Washington
$446K – – –
FEM
702
Fulcrum Equity Management
Texas
$446K +$185K +3,272 +74%
LL
703
LPWM LLC
Minnesota
$441K +$51.2K +904 +14%
WTB
704
Washington Trust Bank
Washington
$440K – – –
RFWA
705
RPg Family Wealth Advisory
Massachusetts
$439K -$82.2K -1,452 -16%
DIA
706
Dana Investment Advisors
Wisconsin
$437K -$30.8K -544 -7%
FDS
707
Freedom Day Solutions
Texas
$422K -$18.8K -332 -4%
MCM
708
Murphy Capital Management
New Jersey
$422K +$453 +8 +0.1%
PAM
709
Premier Asset Management
Illinois
$421K +$413K +7,288 New
CWG
710
Cornerstone Wealth Group
North Carolina
$420K -$71.3K -1,260 -15%
WF
711
Welch & Forbes
Massachusetts
$419K -$11.3K -200 -3%
TNB
712
TCF National Bank
South Dakota
$417K -$14K -248 -3%
AL
713
Aspiriant LLC
California
$417K – – –
MM
714
Meridian Management
Arkansas
$416K – – –
SIC
715
Salem Investment Counselors
North Carolina
$416K – – –
BWM
716
BerganKDV Wealth Management
Minnesota
$416K +$453 +8 +0.1%
QC
717
QCM Cayman
Texas
$416K +$92.6K +1,636 +29%
HT
718
Heritage Trust
Oklahoma
$415K – – –
WEC
719
Winslow Evans & Crocker
Massachusetts
$412K -$14.3K -252 -3%
IIC
720
Ironwood Investment Counsel
Arizona
$410K +$125K +2,200 +45%
LWANC
721
Laurel Wealth Advisors (North Carolina)
North Carolina
$409K -$6.79K -120 -2%
RMDI
722
R.M. Davis Inc
Maine
$407K +$52.8K +932 +15%
AP
723
Advisor Partners
California
$406K -$226 -4 -0.1%
HCM
724
Harvey Capital Management
Florida
$404K – – –
FAM
725
Formidable Asset Management
Ohio
$398K – – –
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