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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
GKWIM
976
Gerber Kawasaki Wealth & Investment Management
California
$764K +$141K +1,638 +25%
4WM
977
49 Wealth Management
Texas
$763K +$187K +2,165 +36%
CIA
978
Capital Investment Advisors
Georgia
$758K +$68.5K +795 +11%
SIC
979
Salem Investment Counselors
North Carolina
$756K +$51.7K +600 +8%
SSB
980
Sandy Spring Bank
Maryland
$750K +$53.5K +620 +8%
HWA
981
HHM Wealth Advisors
Tennessee
$749K -$1.03K -12 -0.1%
FPGK
982
Financial Partners Group (Kansas)
Kansas
$747K -$24.6K -285 -3%
BONH
983
Bank of New Hampshire
New Hampshire
$747K +$1.03K +12 +0.1%
TC
984
Trilogy Capital
California
$746K +$154K +1,787 +28%
FIB
985
First Interstate Bank
Montana
$743K -$17K -197 -2%
WCG
986
Weaver Consulting Group
California
$741K – – –
GI
987
GAMCO Investors
Connecticut
$740K – – –
NCM
988
Neumann Capital Management
California
$740K – – –
CWP
989
Curated Wealth Partners
California
$737K +$687K +7,965 New
WF
990
Welch & Forbes
Massachusetts
$735K +$99.1K +1,150 +18%
SKK
991
Shepherd Kaplan Krochuk
Massachusetts
$734K – – –
DWM
992
Dakota Wealth Management
Florida
$732K -$118K -1,374 -15%
TC
993
TAP Consulting
Missouri
$731K +$517 +6 +0.1%
SWP
994
Semus Wealth Partners
Florida
$731K +$244K +2,835 +56%
OC
995
Oakworth Capital
Alabama
$730K -$78.5K -910 -10%
OLVIG
996
Oliver Lagore Vanvalin Investment Group
Michigan
$728K +$232K +2,687 +52%
IIC
997
Ironwood Investment Counsel
Arizona
$727K – – –
AC
998
Apella Capital
Connecticut
$726K +$43.5K +504 +7%
T
999
Tidemark
California
$723K -$64.2K -745 -9%
ACIM
1000
Azimuth Capital Investment Management
Michigan
$721K -$11K -128 -2%
38 39
40
41 42