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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
IAN
726
Integrated Advisors Network
Texas
$604K +$12.8K +210 +2%
CB
727
CNB Bank
Pennsylvania
$601K – – –
CWM
728
Congress Wealth Management
Massachusetts
$598K -$80.4K -1,315 -12%
JWBC
729
J.W. Burns & Co
New York
$597K -$24.8K -405 -4%
MWAM
730
Manhattan West Asset Management
California
$594K +$155K +2,530 +37%
KW
731
KWB Wealth
California
$593K – – –
CANC
732
Culbertson A N & Co
Virginia
$592K – – –
FA
733
Fermata Advisors
California
$590K -$351K -5,744 -38%
TWM
734
Tradition Wealth Management
Minnesota
$586K -$24K -393 -4%
LHC
735
Little House Capital
Massachusetts
$584K – – –
APW
736
Aurora Private Wealth
New Jersey
$581K +$241K +3,942 +76%
KPWG
737
KFA Private Wealth Group
Virginia
$576K -$74.7K -1,222 -12%
SHFP
738
Second Half Financial Partners
Florida
$575K – – –
GAM
739
Gemmer Asset Management
California
$573K +$69.7K +1,141 +15%
FCA
740
FinTrust Capital Advisors
South Carolina
$573K – – –
OHWP
741
Oak Harbor Wealth Partners
North Carolina
$571K – – –
FHA
742
Flagship Harbor Advisors
Massachusetts
$570K -$6.05K -99 -1%
SYBT
743
Stock Yards Bank & Trust
Kentucky
$569K -$25.4K -415 -4%
DAS
744
Dynamic Advisor Solutions
Arizona
$568K -$345K -5,644 -39%
FWA
745
FSM Wealth Advisors
Ohio
$567K – – –
DC
746
Davenport & Co
Virginia
$564K -$551K -9,018 -51%
WFAG
747
Worth Financial Advisory Group
North Carolina
$563K +$38.8K +634 +8%
MA
748
Montag & Associates
Georgia
$562K +$393K +6,428 +271%
FFA
749
First Foundation Advisors
California
$561K -$56.1K -918 -9%
RBFC
750
Roman Butler Fullerton & Co
Missouri
$558K +$795 +13 +0.1%
28 29
30
31 32