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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
976
Angeles Wealth Management
California
$847K +$817K +8,850 New
LSAG
977
Lake Street Advisors Group
New Hampshire
$847K +$9.32K +101 +1%
MA
978
Montag & Associates
Georgia
$846K – – –
MA
979
MCF Advisors
Kentucky
$846K -$80.3K -870 -9%
AIA
980
Arbor Investment Advisors
North Carolina
$844K – – –
AFA
981
American Financial Advisors
Georgia
$843K -$45.9K -497 -5%
TWM
982
Thrive Wealth Management
Pennsylvania
$842K +$92 +1 +0%
NB
983
NBT Bank
New York
$838K -$9.69K -105 -1%
FAM
984
Forte Asset Management
New York
$838K +$217K +2,350 +37%
AWM
985
Accurate Wealth Management
Florida
$838K +$506K +5,486 +173%
WCF
986
West Coast Financial
California
$836K +$14.3K +155 +2%
PWS
987
Proactive Wealth Strategies
Georgia
$835K +$806K +8,725 New
BWL
988
Bogart Wealth LLC
Virginia
$831K +$14.4K +156 +2%
TA
989
TFB Advisors
Kansas
$830K +$17K +184 +2%
FT
990
Fiduciary Trust
Massachusetts
$830K +$27.7K +300 +4%
CAMG
991
CWA Asset Management Group
Florida
$825K +$796K +8,619 New
MCWS
992
McKinley Carter Wealth Services
West Virginia
$822K -$110K -1,190 -12%
TWP
993
Tempus Wealth Planning
California
$820K +$379K +4,100 +92%
MWAM
994
Manhattan West Asset Management
California
$818K -$17.8K -193 -2%
CHC
995
City Holding Co
West Virginia
$818K -$11.4K -124 -1%
4WM
996
4J Wealth Management
Virginia
$813K – – –
PCM
997
Presidio Capital Management
California
$811K -$79.8K -864 -9%
FDCP
998
Foster Dykema Cabot & Partners
Massachusetts
$810K +$111K +1,206 +17%
PMG
999
ProVise Management Group
Florida
$806K -$50.1K -543 -6%
GKWIM
1000
Gerber Kawasaki Wealth & Investment Management
California
$805K +$13.8K +150 +2%
38 39
40
41 42