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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
BMWM
951
Brown Miller Wealth Management
Virginia
$429K -$2.62K -37 -0.6%
NDSI
952
Newman Dignan & Sheerar Inc
Rhode Island
$429K -$36.4K -514 -8%
SFG
953
SNS Financial Group
Minnesota
$427K +$15.2K +215 +4%
RBFC
954
Roman Butler Fullerton & Co
Missouri
$426K -$192K -2,707 -31%
TF
955
Tompkins Financial
New York
$421K +$160K +2,254 +58%
BTWM
956
Baker Tilly Wealth Management
Wisconsin
$418K -$987K -13,946 -70%
FC
957
Fusion Capital
South Carolina
$417K – – –
IW
958
Imprint Wealth
South Carolina
$417K -$85.4K -1,207 -17%
PA
959
Pinnacle Associates
New York
$416K +$154K +2,171 +55%
VCP
960
Verus Capital Partners
Arizona
$413K +$427K +6,037 New
WHCI
961
W.H. Cornerstone Investments
Massachusetts
$413K +$428K +6,041 New
CBFP
962
Cedar Brook Financial Partners
Ohio
$412K +$3.19K +45 +0.8%
CWP
963
Corepath Wealth Partners
Arizona
$412K – – –
RIM
964
Redwood Investment Management
Arizona
$411K +$425K +6,003 New
HWA
965
HCR Wealth Advisors
California
$411K – – –
CWM
966
Congress Wealth Management
Massachusetts
$410K -$238K -3,360 -36%
EIA
967
Eldridge Investment Advisors
New Hampshire
$408K – – –
WTB
968
Washington Trust Bank
Washington
$406K – – –
CAM
969
Crestone Asset Management
Colorado
$406K +$420K +5,938 New
AUB
970
Atlantic Union Bankshares
Virginia
$406K – – –
OHWP
971
Oak Harbor Wealth Partners
North Carolina
$405K -$212K -3,000 -34%
CPSAC
972
Chas P. Smith & Associates (CPS)
Florida
$399K +$76.1K +1,075 +23%
ACP
973
Aveo Capital Partners
Colorado
$398K +$109K +1,542 +36%
WCG
974
Weaver Consulting Group
California
$398K -$14.2K -200 -3%
ONST
975
Old North State Trust
North Carolina
$396K – – –
37 38
39
40 41