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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
751
Congress Wealth Management
Massachusetts
$659K – – –
JWBC
752
J.W. Burns & Co
New York
$659K – – –
SC
753
Scotia Capital
Ontario, Canada
$659K -$131K -1,982 -17%
WF
754
Williams Financial
Vermont
$656K +$615K +9,310 New
CANC
755
Culbertson A N & Co
Virginia
$653K – – –
IAN
756
Integrated Advisors Network
Texas
$653K -$12.4K -187 -2%
NFP
757
NorthLanding Financial Partners
New York
$653K -$260K -3,940 -30%
PIA
758
Perennial Investment Advisors
California
$650K -$34.3K -519 -5%
WF
759
Welch & Forbes
Massachusetts
$649K +$159K +2,407 +35%
WCF
760
West Coast Financial
California
$648K -$43.5K -658 -7%
LHC
761
Little House Capital
Massachusetts
$644K – – –
TA
762
TFB Advisors
Kansas
$641K +$601K +9,097 New
SNB
763
Security National Bank
Nebraska
$638K +$69.7K +1,055 +13%
KPWG
764
KFA Private Wealth Group
Virginia
$636K +$595 +9 +0.1%
RBFC
765
Roman Butler Fullerton & Co
Missouri
$636K +$595 +9 +0.1%
BWP
766
Balboa Wealth Partners
Arizona
$635K +$596K +9,012 New
OSAM
767
O'Shaughnessy Asset Management
Connecticut
$635K -$277K -4,183 -32%
ODIJL
768
One Day In July LLC
Vermont
$635K +$25.6K +388 +5%
GAM
769
Gemmer Asset Management
California
$634K +$1.65K +25 +0.3%
OHWP
770
Oak Harbor Wealth Partners
North Carolina
$629K -$661 -10 -0.1%
BP
771
BBR Partners
New York
$628K +$589K +8,913 New
SYBT
772
Stock Yards Bank & Trust
Kentucky
$627K – – –
YIH
773
Y-Intercept (HK)
Hong Kong
$624K +$92.7K +1,402 +19%
FHA
774
Flagship Harbor Advisors
Massachusetts
$622K -$6.41K -97 -1%
DAS
775
Dynamic Advisor Solutions
Arizona
$622K -$4.83K -73 -0.8%
29 30
31
32 33