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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
876
TrinityPoint Wealth
Connecticut
$458K – – –
ST
877
Sabal Trust
Florida
$456K – – –
QPWM
878
Quadrant Private Wealth Management
Pennsylvania
$454K +$426K +6,442 New
GKWIM
879
Gerber Kawasaki Wealth & Investment Management
California
$453K +$124K +1,875 +41%
WJWM
880
Williams Jones Wealth Management
New York
$452K – – –
BBPWM
881
Blue Bell Private Wealth Management
Pennsylvania
$449K – – –
PO
882
Private Ocean
California
$449K – – –
BMWM
883
Brown Miller Wealth Management
Virginia
$445K +$417K +6,313 New
BPC
884
Banque Pictet & Cie
Switzerland
$443K +$53.8K +814 +15%
GIA
885
Guyasuta Investment Advisors
Pennsylvania
$443K – – –
MWA
886
Monograph Wealth Advisors
California
$441K – – –
FC
887
Fusion Capital
South Carolina
$429K -$1.26K -19 -0.3%
DFC
888
DB Fitzpatrick & Co
Idaho
$428K +$35.6K +539 +10%
CS
889
Credit Suisse
Switzerland
$427K +$96.2K +1,455 +32%
FI
890
Financial Insights
Washington
$427K +$43.8K +663 +12%
WCG
891
Weaver Consulting Group
California
$424K -$26.4K -400 -6%
HWA
892
HCR Wealth Advisors
California
$423K +$6.61K +100 +2%
SFG
893
SNS Financial Group
Minnesota
$423K +$48.8K +738 +14%
PFM
894
Phillips Financial Management
Indiana
$423K – – –
CWP
895
Corepath Wealth Partners
Arizona
$423K – – –
GJIA
896
Glass Jacobson Investment Advisors
Maryland
$422K +$396K +5,994 New
CBFP
897
Cedar Brook Financial Partners
Ohio
$421K +$5.75K +87 +1%
EIA
898
Eldridge Investment Advisors
New Hampshire
$420K – – –
WTB
899
Washington Trust Bank
Washington
$419K – – –
AUB
900
Atlantic Union Bankshares
Virginia
$418K +$392K +5,930 New
34 35
36
37 38