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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
FWCM
1026
Ferguson Wellman Capital Management
Oregon
$567K -$320K -3,980 -37%
PNC
1027
Park National Corp
Ohio
$566K +$50.8K +632 +10%
SJGA
1028
Stephen J. Garry & Associates
New York
$562K -$37.9K -472 -7%
GKWIM
1029
Gerber Kawasaki Wealth & Investment Management
California
$559K +$18.4K +229 +4%
CICC
1030
Capital Investment Counsel (Colorado)
Colorado
$559K +$532K +6,620 New
WF
1031
Welch & Forbes
Massachusetts
$552K -$27.6K -344 -5%
TW
1032
TrinityPoint Wealth
Connecticut
$550K +$161 +2 +0%
PL
1033
Parthenon LLC
Kentucky
$550K +$83.2K +1,036 +19%
WA1
1034
Wimmer Associates 1
California
$550K – – –
SWM
1035
Solano Wealth Management
California
$549K -$217K -2,704 -29%
GWM
1036
GDS Wealth Management
Texas
$549K -$23.9K -298 -4%
LA
1037
Lifeworks Advisors
Michigan
$548K +$521K +6,490 New
ST
1038
Sabal Trust
Florida
$547K – – –
TI
1039
tru Independence
Oregon
$544K -$22.5K -280 -4%
WJWM
1040
Williams Jones Wealth Management
New York
$542K – – –
PL
1041
Plancorp LLC
Missouri
$541K – – –
FFS
1042
Founders Financial Securities
Maryland
$539K +$105K +1,303 +26%
ACA
1043
Affinity Capital Advisors
California
$538K -$3.13K -39 -0.6%
PO
1044
Private Ocean
California
$537K – – –
JSW
1045
Journey Strategic Wealth
New Jersey
$537K +$511K +6,356 New
CMP
1046
Courage Miller Partners
Virginia
$534K -$29.2K -363 -5%
BHPW
1047
Beverly Hills Private Wealth
California
$532K +$281K +3,502 +125%
AT
1048
American Trust
Kentucky
$531K -$288K -3,582 -36%
TC
1049
Trilogy Capital
California
$530K +$129K +1,605 +34%
WFAG
1050
Worth Financial Advisory Group
North Carolina
$529K +$964 +12 +0.2%
40 41
42
43 44