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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
LSAG
926
Lake Street Advisors Group
New Hampshire
$657K +$622K +8,745 New
4WM
927
4J Wealth Management
Virginia
$655K -$81.1K -1,139 -12%
T
928
Tidemark
California
$654K +$620K +8,712 New
WCF
929
West Coast Financial
California
$651K -$7.33K -103 -1%
CAG
930
Curtis Advisory Group
California
$639K – – –
SHFP
931
Second Half Financial Partners
Florida
$636K -$31.2K -438 -5%
SPP
932
Single Point Partners
Massachusetts
$632K -$15.3K -215 -2%
AIA
933
Alternative Investment Advisors
Florida
$632K +$599K +8,414 New
FT
934
Fiduciary Trust
Massachusetts
$628K – – –
FIM
935
Fernwood Investment Management
Massachusetts
$625K – – –
FPGK
936
Financial Partners Group (Kansas)
Kansas
$623K +$356 +5 +0.1%
QCM
937
QRG Capital Management
Illinois
$623K -$178K -2,506 -23%
FHA
938
Flagship Harbor Advisors
Massachusetts
$622K -$38.9K -546 -6%
GA
939
GSG Advisors
New Jersey
$619K +$601K +8,444 New
FIB
940
First Interstate Bank
Montana
$618K -$382K -5,361 -39%
MOS
941
MGO One Seven
Ohio
$617K +$133K +1,870 +29%
CL
942
CIM LLC
New York
$616K +$35K +492 +7%
APW
943
Aurora Private Wealth
New Jersey
$616K -$14K -197 -2%
TWP
944
TFO Wealth Partners
Ohio
$615K -$35.2K -494 -6%
ACIM
945
Azimuth Capital Investment Management
Michigan
$613K -$15.3K -215 -3%
ST
946
Sageworth Trust
Pennsylvania
$611K – – –
USCWA
947
U.S. Capital Wealth Advisors
Texas
$606K -$58.5K -822 -9%
CHC
948
City Holding Co
West Virginia
$606K -$521K -7,321 -48%
AFG
949
Albion Financial Group
Utah
$603K +$51.6K +725 +10%
O3W
950
Omni 360 Wealth
New Jersey
$602K +$571K +8,016 New
36 37
38
39 40