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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
726
Magnus Financial Group
New York
$570K +$346 +5 +0.1%
CT
727
Cambridge Trust
Massachusetts
$567K -$13.8K -200 -3%
WIC
728
Whitegate Investment Counselors
New Hampshire
$567K – – –
TWM
729
Titus Wealth Management
California
$567K +$34.2K +494 +7%
WCG
730
Weaver Consulting Group
California
$566K -$37.2K -537 -6%
FNBOSM
731
First National Bank of South Miami
Florida
$560K -$18.3K -265 -3%
TCA
732
Transcend Capital Advisors
New Jersey
$560K +$36.8K +531 +7%
GC
733
Gratus Capital
Georgia
$553K +$527K +7,608 New
SB
734
Sunflower Bank
Texas
$545K -$12.5K -180 -2%
FT
735
Fiduciary Trust
Massachusetts
$545K -$10.8K -156 -2%
TPW
736
TL Private Wealth
Texas
$544K +$623 +9 +0.1%
TSS
737
Two Sigma Securities
New York
$540K +$514K +7,419 New
RIA
738
Realta Investment Advisors
Delaware
$536K +$83.2K +1,202 +19%
CWG
739
Cornerstone Wealth Group
North Carolina
$533K +$69 +1 +0%
AC
740
Abbrea Capital
California
$528K -$24.9K -360 -5%
BWM
741
BerganKDV Wealth Management
Minnesota
$528K +$5.54K +80 +1%
MM
742
Meridian Management
Arkansas
$524K – – –
SIC
743
Salem Investment Counselors
North Carolina
$524K – – –
UBV
744
United Bank (Virginia)
Virginia
$524K – – –
OPS
745
Orion Portfolio Solutions
Nebraska
$521K +$31.6K +456 +7%
VAM
746
Verity Asset Management
North Carolina
$521K +$160K +2,315 +48%
IIC
747
Ironwood Investment Counsel
Arizona
$517K +$277 +4 +0.1%
CGA
748
Crescent Grove Advisors
Illinois
$512K -$65.8K -951 -12%
AP
749
Advisor Partners
California
$511K – – –
HCM
750
Harvey Capital Management
Florida
$509K – – –
28 29
30
31 32