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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
FNT
801
First Nebraska Trust
Nebraska
$874K – – –
MLL
802
Moody Lynn & Lieberson
Massachusetts
$873K – – –
TYCC
803
Texas Yale Capital Corp
Florida
$871K – – –
SWM
804
SeaCrest Wealth Management
New York
$868K -$60.9K -855 -7%
CWM
805
Congress Wealth Management
Massachusetts
$865K +$393K +5,520 +92%
ATFA
806
All Terrain Financial Advisors
Minnesota
$864K – – –
SVWAG
807
Sound View Wealth Advisors Group
Georgia
$864K -$99.4K -1,396 -11%
TTWM
808
TCV Trust & Wealth Management
Virginia
$861K – – –
MMHP
809
Murphy Middleton Hinkle & Parker
Georgia
$860K +$2.06K +29 +0.3%
FPW
810
Flagship Private Wealth
Massachusetts
$858K -$14.7K -206 -2%
FCA
811
FinTrust Capital Advisors
South Carolina
$854K +$427 +6 +0.1%
GWMR
812
GC Wealth Management RIA
Massachusetts
$852K +$807K +11,340 New
BCM
813
Brasada Capital Management
Texas
$846K – – –
FFA
814
First Foundation Advisors
California
$846K +$16.9K +238 +2%
PIA
815
Perennial Investment Advisors
California
$845K +$18.7K +263 +2%
GPFA
816
Game Plan Financial Advisors
Ohio
$845K +$801K +11,246 New
MCM
817
MidAtlantic Capital Management
Virginia
$842K +$798K +11,208 New
CWM
818
C2C Wealth Management
Arizona
$841K +$142 +2 +0%
JFA
819
JNBA Financial Advisors
Minnesota
$840K -$62.8K -882 -7%
BFA
820
Beacon Financial Advisory
Ohio
$839K -$19.7K -277 -2%
MA
821
MCF Advisors
Kentucky
$838K +$63.6K +894 +9%
SAG
822
SageView Advisory Group
California
$829K +$395K +5,546 +112%
SHA
823
Seneca House Advisors
Virginia
$828K +$356 +5 +0%
MMPW
824
Mitchell McLeod Pugh & Williams
Alabama
$823K -$6.55K -92 -0.8%
MI
825
Moneywise Inc
Virginia
$822K +$323K +4,544 +71%
31 32
33
34 35