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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
801
Aprio Wealth Management
Georgia
$684K – – –
SW
802
SVB Wealth
Massachusetts
$682K -$554K -7,823 -44%
CPA
803
Capital Planning Advisors
California
$681K – – –
AIA
804
Arbor Investment Advisors
North Carolina
$681K -$25.6K -362 -4%
FDCC
805
Foster Dykema Cabot & Co
Massachusetts
$681K – – –
LTI
806
Laffer Tengler Investments
Tennessee
$680K – – –
VP
807
Verum Partners
North Carolina
$678K +$195K +2,756 +39%
ODIJL
808
One Day In July LLC
Vermont
$676K +$62.3K +880 +10%
SWM
809
Sendero Wealth Management
Texas
$675K – – –
4WM
810
4J Wealth Management
Virginia
$675K -$31.4K -443 -4%
CCWM
811
Cassaday & Co Wealth Management
Virginia
$674K – – –
BONH
812
Bank of New Hampshire
New Hampshire
$673K -$14.2K -200 -2%
GSEP
813
Golden State Equity Partners
California
$672K -$18.3K -258 -3%
SXL
814
Summit X LLC
Missouri
$672K -$14K -198 -2%
CB
815
Community Bank
New York
$665K -$290K -4,103 -30%
IA
816
IFG Advisory
Georgia
$664K +$687K +9,703 New
EWA
817
EverSource Wealth Advisors
Alabama
$664K +$408K +5,762 +146%
TFO
818
Tarbox Family Office
California
$662K – – –
GAM
819
Gemmer Asset Management
California
$661K +$47.2K +667 +7%
AWA
820
Alta Wealth Advisors
Massachusetts
$661K -$21.6K -305 -3%
OSAM
821
O'Shaughnessy Asset Management
Connecticut
$658K +$43.1K +609 +7%
MW
822
Marcum Wealth
Ohio
$657K -$48.8K -689 -7%
CAMG
823
CWA Asset Management Group
Florida
$655K +$99.9K +1,412 +17%
CWA
824
Consilio Wealth Advisors
Washington
$655K -$6.58K -93 -1%
BWL
825
Bogart Wealth LLC
Virginia
$655K +$76.3K +1,078 +13%
31 32
33
34 35