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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
876
Thrive Wealth Management
Pennsylvania
$547K -$212 -3 -0%
CWM
877
Castle Wealth Management
Florida
$541K -$35.7K -505 -6%
SFWA
878
Summit Financial Wealth Advisors
Louisiana
$540K – – –
CGFA
879
Colton Groome Financial Advisors
North Carolina
$539K -$8.14K -115 -1%
BWP
880
Balboa Wealth Partners
Arizona
$535K -$84.6K -1,195 -13%
WWP
881
WR Wealth Planners
Missouri
$534K +$530K +7,489 +2,377%
HWA
882
HHM Wealth Advisors
Tennessee
$531K -$10.2K -144 -2%
AIP
883
Almanack Investment Partners
Pennsylvania
$528K +$84.1K +1,189 +18%
TI
884
Trexquant Investment
Connecticut
$527K +$545K +7,697 New
SSB
885
Sandy Spring Bank
Maryland
$526K -$2.33K -33 -0.4%
HCM
886
HMS Capital Management
Tennessee
$521K -$39.6K -560 -7%
WWM
887
Windsor Wealth Management
Indiana
$520K – – –
AL
888
Aspiriant LLC
California
$518K +$67K +947 +14%
NAS
889
Nicolet Advisory Services
Wisconsin
$518K +$10.8K +152 +2%
LWANC
890
Laurel Wealth Advisors (North Carolina)
North Carolina
$517K -$1.42K -20 -0.3%
CMP
891
Courage Miller Partners
Virginia
$517K -$13.3K -188 -2%
DT
892
Diversified Trust
Tennessee
$517K -$29.9K -423 -5%
SIC
893
Salem Investment Counselors
North Carolina
$516K – – –
BFA
894
Beaumont Financial Advisors
Massachusetts
$515K – – –
TC
895
TAP Consulting
Missouri
$510K +$20.7K +292 +4%
LWCFA
896
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$504K +$303K +4,280 +141%
PBF
897
Petix & Botte Financial
California
$504K – – –
NCM
898
NCM Capital Management
New Jersey
$503K -$31.5K -445 -6%
WEG
899
World Equity Group
Illinois
$501K +$518K +7,324 New
AFG
900
Albion Financial Group
Utah
$499K -$946K -13,369 -65%
34 35
36
37 38