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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
3LCM
851
3D/L Capital Management
Connecticut
$469K +$66K +878 +17%
FFA
852
Freedman Financial Associates
Massachusetts
$467K +$150 +2 +0%
MWAM
853
Manhattan West Asset Management
California
$467K +$459K +6,110 New
AIP
854
ARS Investment Partners
New York
$466K – – –
PCMC
855
Private Capital Management (Colorado)
Colorado
$466K +$100K +1,336 +28%
PIFP
856
Partners in Financial Planning
Virginia
$461K +$150 +2 +0%
MSFS
857
Main Street Financial Solutions
Pennsylvania
$461K -$38.5K -512 -8%
CGA
858
Crescent Grove Advisors
Illinois
$460K – – –
CA
859
Continuum Advisory
Idaho
$460K +$60.8K +809 +13%
LJAC
860
L.J. Altfest & Co
New York
$458K – – –
CFA
861
CWS Financial Advisors
Michigan
$457K – – –
EIA
862
Eldridge Investment Advisors
New Hampshire
$456K -$9.62K -128 -2%
WTB
863
Washington Trust Bank
Washington
$454K – – –
EVM
864
Eaton Vance Management
Massachusetts
$453K – – –
HWA
865
HCR Wealth Advisors
California
$451K – – –
SB
866
Sunflower Bank
Texas
$449K -$120K -1,600 -21%
LB
867
Legacy Bridge
Iowa
$449K – – –
VBFG
868
Vishria Bird Financial Group
Tennessee
$449K – – –
BWM
869
BerganKDV Wealth Management
Minnesota
$448K -$175K -2,328 -28%
SPI
870
Sutton Place Investors
New York
$443K -$11.3K -151 -2%
AC
871
Abbrea Capital
California
$442K – – –
OPWM
872
Oakwell Private Wealth Management
Texas
$436K – – –
BC
873
Brio Consultants
California
$433K -$1.2K -16 -0.3%
VFA
874
Voya Financial Advisors
Connecticut
$433K +$419K +5,573 New
RRWA
875
Rainey & Randall Wealth Advisors
Florida
$431K +$7.06K +94 +2%
33 34
35
36 37