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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
751
DFPG Investments
Utah
$330K – – –
PWPS
752
Pinnacle Wealth Planning Services
Ohio
$321K +$297K +6,192 New
WOSD
753
WFA of San Diego
California
$319K +$302K +6,300 New
SQA
754
Simon Quick Advisors
New Jersey
$318K -$1.31M -27,400 -82%
GIA
755
Guyasuta Investment Advisors
Pennsylvania
$318K – – –
PPP
756
Private Portfolio Partners
New Jersey
$318K +$6.52K +136 +2%
RMDI
757
R.M. Davis Inc
Maine
$317K -$35.1K -732 -11%
VBFG
758
Vishria Bird Financial Group
Tennessee
$317K – – –
FPIS
759
Financial Planning & Information Services
Wisconsin
$313K -$15.7K -328 -5%
CWM
760
Confluence Wealth Management
Oregon
$313K – – –
ADL
761
Asset Dedication LLC
California
$311K – – –
LJAC
762
L.J. Altfest & Co
New York
$311K – – –
SC
763
Steph & Co
Wisconsin
$311K – – –
TWM
764
Titus Wealth Management
California
$310K +$16.9K +352 +6%
RWA
765
Ropes Wealth Advisors
Massachusetts
$309K – – –
WA1
766
Wimmer Associates 1
California
$307K – – –
FT
767
Fiduciary Trust
Massachusetts
$305K -$20.9K -436 -7%
NWP
768
Northstar Wealth Partners
Connecticut
$305K -$10.5K -220 -4%
GAM
769
Gemmer Asset Management
California
$303K +$575 +12 +0.2%
WA
770
Waverly Advisors
Alabama
$302K +$192 +4 +0.1%
FB
771
Fulton Bank
Pennsylvania
$301K +$278K +5,808 New
FPCP
772
Fort Point Capital Partners
California
$300K +$37.4K +780 +16%
RG
773
Rikoon Group
New Mexico
$299K +$1.53K +32 +0.6%
CTA
774
Chesley Taft & Associates
Illinois
$296K – – –
HBT
775
Hills Bank & Trust
Iowa
$296K – – –
29 30
31
32 33