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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
CAW
801
Cornerstone Advisors (Washington)
Washington
$35K +$32.8K +800 New
CG
802
Cutler Group
California
$34K +$33.1K +808 New
VCM
803
Vigilant Capital Management
Maine
$33K +$31.1K +760 New
BAMG
804
Brand Asset Management Group
Missouri
$32K – – –
MAM
805
Meeder Asset Management
Ohio
$31K – – –
RWA
806
Ropes Wealth Advisors
Massachusetts
$30K – – –
AF
807
Allworth Financial
California
$29K +$5.74K +140 +26%
AOWM
808
Alpha Omega Wealth Management
Virginia
$28K – – –
OIA
809
OneDigital Investment Advisors
Kansas
$27K -$21.6K -528 -45%
APSP
810
Asset Planning Services (Pennsylvania)
Pennsylvania
$26K -$3.44K -84 -12%
HI
811
Human Investing
Oregon
$26K -$3.11K -76 -11%
CICI
812
Capital Investment Counsel Inc
North Carolina
$26K +$25.1K +612 New
BHWM
813
Bay Harbor Wealth Management
Maryland
$24K -$82.6K -2,016 -79%
WB
814
Webster Bank
Connecticut
$24K – – –
SFG
815
SevenBridge Financial Group
Pennsylvania
$23K – – –
PWMG
816
Prestige Wealth Management Group
New Jersey
$21K – – –
BWP
817
Baldwin Wealth Partners
Massachusetts
$21K +$19.7K +480 New
HCA
818
Horan Capital Advisors
Ohio
$21K +$20K +488 New
SIS
819
Sound Income Strategies
Florida
$18K +$8.19K +200 +94%
SBA
820
Secrest Blakey & Associates
North Carolina
$18K +$16.7K +408 New
AIA
821
Armor Investment Advisors
North Carolina
$17K – – –
LFA
822
Legacy Financial Advisors
Kentucky
$17K – – –
ME
823
McIlrath & Eck
Washington
$17K – – –
VCM
824
Versant Capital Management
Arizona
$17K – – –
LWS
825
Lucia Wealth Services
California
$17K +$16.4K +400 New
31 32
33
34 35