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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
WTB
901
Washington Trust Bank
Washington
$419K – – –
AUB
902
Atlantic Union Bankshares
Virginia
$418K +$392K +5,930 New
DSC
903
Duncker Streett & Co
Missouri
$417K +$463 +7 +0.1%
PIFP
904
Partners in Financial Planning
Virginia
$416K -$17.1K -259 -4%
AWS
905
AJ Wealth Strategies
New York
$414K – – –
CL
906
CIM LLC
New York
$412K +$387K +5,852 New
PIAS
907
PCA Investment Advisory Services
Ohio
$411K -$54.1K -819 -12%
MCP
908
Mirador Capital Partners
California
$408K -$38.2K -578 -9%
ONST
909
Old North State Trust
North Carolina
$408K – – –
SWA
910
Sax Wealth Advisors
New Jersey
$405K +$30.7K +465 +9%
SIC
911
Samalin Investment Counsel
New York
$404K -$8.26K -125 -2%
MCM
912
Mengis Capital Management
Oregon
$402K – – –
OPWM
913
Oakwell Private Wealth Management
Texas
$402K – – –
MI
914
Moneywise Inc
Virginia
$401K +$1.32K +20 +0.4%
BC
915
Brio Consultants
California
$400K +$132 +2 +0%
FAM
916
Formidable Asset Management
Ohio
$399K -$2.64K -40 -0.7%
CAM
917
Concorde Asset Management
Michigan
$397K +$10.2K +154 +3%
EWA
918
ERTS Wealth Advisors
Michigan
$396K -$23.2K -351 -6%
PL
919
Plancorp LLC
Missouri
$396K – – –
SB
920
Sunflower Bank
Texas
$395K – – –
GWS
921
Glassman Wealth Services
Virginia
$393K -$264K -4,000 -42%
LJAC
922
L.J. Altfest & Co
New York
$392K -$28.7K -434 -7%
BOPW
923
Brandywine Oak Private Wealth
Pennsylvania
$389K – – –
GA
924
Goldstein Advisors
Wisconsin
$387K – – –
PL
925
Parthenon LLC
Kentucky
$386K – – –
35 36
37
38 39