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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
876
Tarbox Family Office
California
$728K +$1.57K +22 +0.2%
SFMG
877
Sage Financial Management Group
Virginia
$727K +$17.1K +240 +3%
CWA
878
Consilio Wealth Advisors
Washington
$726K +$569 +8 +0.1%
UAG
879
United Advisor Group
Ohio
$724K +$671K +9,429 New
MW
880
Marcum Wealth
Ohio
$721K – – –
GAM
881
Gemmer Asset Management
California
$720K -$5.62K -79 -0.8%
JWBC
882
J.W. Burns & Co
New York
$714K +$41.4K +582 +7%
PB
883
Pinnacle Bancorp
Nebraska
$714K – – –
EL
884
EQ LLC
Washington
$711K -$111K -1,565 -14%
AFA
885
American Financial Advisors
Georgia
$709K +$641 +9 +0.1%
CB
886
CNB Bank
Pennsylvania
$706K – – –
NCM
887
Neumann Capital Management
California
$706K – – –
SXL
888
Summit X LLC
Missouri
$705K -$33.1K -465 -5%
NFP
889
NorthLanding Financial Partners
New York
$704K +$2.99K +42 +0.5%
BWL
890
Bogart Wealth LLC
Virginia
$703K -$14.6K -205 -2%
SC
891
Scotia Capital
Ontario, Canada
$701K -$1.14K -16 -0.2%
TPW
892
TL Private Wealth
Texas
$700K +$31.2K +438 +5%
GC
893
Garde Capital
Washington
$699K – – –
DC
894
Davenport & Co
Virginia
$699K -$174K -2,444 -21%
CANC
895
Culbertson A N & Co
Virginia
$696K – – –
AWA
896
Aaron Wealth Advisors
Illinois
$695K -$124K -1,740 -16%
OC
897
Oakworth Capital
Alabama
$694K -$14.8K -208 -2%
DWM
898
Dakota Wealth Management
Florida
$693K +$385K +5,411 +142%
SWM
899
Solano Wealth Management
California
$691K – – –
RIM
900
Redwood Investment Management
Arizona
$691K +$227K +3,196 +53%
34 35
36
37 38