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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
LWANC
826
Laurel Wealth Advisors (North Carolina)
North Carolina
$387K +$16.2K +250 +4%
AWS
827
AJ Wealth Strategies
New York
$383K – – –
GSWM
828
Greenup Street Wealth Management
Michigan
$383K +$430K +6,624 New
CCA
829
Column Capital Advisors
Indiana
$380K – – –
TCA
830
Transcend Capital Advisors
New Jersey
$376K -$4.03K -62 -0.9%
BBPWM
831
Blue Bell Private Wealth Management
Pennsylvania
$376K – – –
ST
832
Sabal Trust
Florida
$375K – – –
KWM
833
Kingsview Wealth Management
Oregon
$373K -$85.4K -1,314 -17%
TW
834
TrinityPoint Wealth
Connecticut
$373K +$74.4K +1,145 +22%
FFS
835
Founders Financial Securities
Maryland
$372K +$418K +6,431 New
BCP
836
Blue Chip Partners
Michigan
$371K -$19.2K -296 -4%
WJWM
837
Williams Jones Wealth Management
New York
$371K – – –
MWAM
838
Manhattan West Asset Management
California
$368K -$9.49K -146 -2%
PO
839
Private Ocean
California
$368K – – –
FANJ
840
Financial Architects (New Jersey)
New Jersey
$367K +$412K +6,341 New
FC
841
Fusion Capital
South Carolina
$365K -$12.9K -198 -3%
MWA
842
Monograph Wealth Advisors
California
$362K – – –
APW
843
Atlantic Private Wealth
North Carolina
$362K +$1.1K +17 +0.3%
BTWM
844
Baker Tilly Wealth Management
Wisconsin
$360K +$39.3K +605 +11%
BTI
845
Blue Trust Inc
Georgia
$356K +$121K +1,869 +46%
GIA
846
Guyasuta Investment Advisors
Pennsylvania
$355K – – –
IWA
847
Icon Wealth Advisors
Texas
$351K +$394K +6,059 New
FAM
848
Formidable Asset Management
Ohio
$350K -$45.5K -700 -11%
NP
849
NorthRock Partners
Minnesota
$349K – – –
LJAC
850
L.J. Altfest & Co
New York
$347K – – –
32 33
34
35 36