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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
ONST
776
Old North State Trust
North Carolina
$432K – – –
FFA
777
Founders Financial Alliance
North Carolina
$431K – – –
JFGIW
778
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$431K +$170K +2,632 +66%
CFO
779
CVA Family Office
Colorado
$430K – – –
OPW
780
Oxler Private Wealth
New York
$429K – – –
LWANC
781
Laurel Wealth Advisors (North Carolina)
North Carolina
$428K -$6.46K -100 -1%
WJWM
782
Williams Jones Wealth Management
New York
$427K – – –
TF
783
Tompkins Financial
New York
$423K – – –
TC
784
Truvestments Capital
Florida
$419K -$45.3K -700 -10%
AP
785
Atwood & Palmer
Missouri
$418K – – –
OFG
786
Oxford Financial Group
Indiana
$416K – – –
PO
787
Private Ocean
California
$414K – – –
ACM
788
Alpha Capital Management
Texas
$411K -$22.3K -345 -5%
AI
789
Accredited Investors
Minnesota
$406K -$425K -6,578 -51%
NIA
790
Northstar Investment Advisors
Colorado
$406K – – –
JPLA
791
Joseph P. Lucia & Associates
New York
$404K +$401K +6,200 New
RWA
792
Ropes Wealth Advisors
Massachusetts
$403K – – –
CAM
793
Concorde Asset Management
Michigan
$402K – – –
CFA
794
CWS Financial Advisors
Michigan
$402K – – –
GAM
795
Geier Asset Management
Maryland
$402K +$1.55K +24 +0.4%
RIA
796
Realta Investment Advisors
Delaware
$402K +$31.4K +486 +9%
PPP
797
Private Portfolio Partners
New Jersey
$401K -$517 -8 -0.1%
GIA
798
Guyasuta Investment Advisors
Pennsylvania
$400K – – –
RMDI
799
R.M. Davis Inc
Maine
$399K -$39.4K -610 -9%
BW
800
Bison Wealth
Georgia
$399K – – –
30 31
32
33 34