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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
BEI
1026
Benjamin Edwards Inc
Missouri
$816K -$40.2K -399 -4%
WPW
1027
Watershed Private Wealth
Illinois
$815K +$111K +1,103 +14%
AFA
1028
American Financial Advisors
Georgia
$812K -$6.05K -60 -0.7%
FAM
1029
Forte Asset Management
New York
$812K – – –
CHC
1030
City Holding Co
West Virginia
$811K +$8.67K +86 +1%
TCWM
1031
Total Clarity Wealth Management
Illinois
$806K – – –
OPA
1032
Old Port Advisors
Maine
$804K -$198K -1,962 -18%
ACA
1033
Affinity Capital Advisors
California
$803K +$259K +2,567 +41%
SAG
1034
SageView Advisory Group
California
$803K +$202 +2 +0%
HH
1035
Hilltop Holdings
Texas
$799K +$301K +2,988 +53%
4WM
1036
4J Wealth Management
Virginia
$796K +$10.1K +100 +1%
WPA
1037
West Paces Advisors
Georgia
$793K +$142K +1,410 +20%
MCWS
1038
McKinley Carter Wealth Services
West Virginia
$791K -$1.41K -14 -0.2%
HA
1039
Herold Advisors
New York
$791K +$51.5K +511 +6%
QFW
1040
QTR Family Wealth
Florida
$790K +$859K +8,516 New
FDCP
1041
Foster Dykema Cabot & Partners
Massachusetts
$785K – – –
IAS
1042
Insigneo Advisory Services
Florida
$778K +$845K +8,382 New
TFO
1043
Tarbox Family Office
California
$773K -$139K -1,379 -14%
MAMG
1044
Milestone Asset Management Group
Connecticut
$772K +$8.77K +87 +1%
DW
1045
Durante & Waters
New York
$770K +$837K +8,300 New
NB
1046
NBT Bank
New York
$768K -$20.7K -205 -2%
MWAM
1047
Manhattan West Asset Management
California
$768K -$1.11K -11 -0.1%
HIP
1048
HUB Investment Partners
Texas
$764K +$85.4K +847 +11%
BPWM
1049
Badgley Phelps Wealth Managers
Washington
$762K – – –
LAS
1050
Lloyd Advisory Services
Georgia
$757K -$90K -893 -10%
40 41
42
43 44