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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
NWP
751
Northstar Wealth Partners
Connecticut
$295K – – –
PCIA
752
Prime Capital Investment Advisors
Kansas
$295K – – –
AF
753
Apexium Financial
Texas
$295K +$283K +6,096 New
SC
754
Soundwatch Capital
Connecticut
$295K +$283K +6,096 New
BC
755
Brio Consultants
California
$293K +$20.8K +448 +8%
ADL
756
Asset Dedication LLC
California
$291K -$10.9K -236 -4%
CWM
757
Confluence Wealth Management
Oregon
$290K – – –
LJAC
758
L.J. Altfest & Co
New York
$290K – – –
MOS
759
MGO One Seven
Ohio
$289K -$9.64K -208 -3%
PPP
760
Private Portfolio Partners
New Jersey
$288K -$4.82K -104 -2%
WHG
761
Westwood Holdings Group
Texas
$288K +$17.4K +376 +7%
DWM
762
Dakota Wealth Management
Florida
$282K -$1.42M -30,644 -84%
FIB
763
First Interstate Bank
Montana
$282K – – –
FIA
764
Foundations Investment Advisors
Arizona
$279K +$1.67K +36 +0.6%
RG
765
Rikoon Group
New Mexico
$278K +$2.41K +52 +0.9%
CTA
766
Chesley Taft & Associates
Illinois
$276K – – –
PL
767
Parthenon LLC
Kentucky
$275K – – –
FNC
768
First National Corp
Massachusetts
$273K -$371 -8 -0.1%
TF
769
TRH Financial
Iowa
$273K +$259K +5,592 New
CSPIA
770
Cary Street Partners Investment Advisory
Virginia
$272K +$260K +5,612 New
FIG
771
FundX Investment Group
California
$271K -$118K -2,556 -31%
WA
772
Waverly Advisors
Alabama
$271K -$15K -324 -6%
WJWM
773
Williams Jones Wealth Management
New York
$270K – – –
MC
774
Moors & Cabot
Massachusetts
$269K -$3.52K -76 -1%
BIC
775
Beach Investment Counsel
Pennsylvania
$268K – – –
29 30
31
32 33