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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
1051
EverSource Wealth Advisors
Alabama
$278K +$2.84K +43 +1%
PA
1052
Pinnacle Associates
New York
$276K +$9.92K +150 +4%
TF
1053
Tompkins Financial
New York
$275K -$107K -1,616 -29%
PCH
1054
PGIM Custom Harvest
New Jersey
$273K – – –
APW
1055
Atlantic Private Wealth
North Carolina
$272K +$595 +9 +0.2%
CWA
1056
Cornerstone Wealth Advisors
Minnesota
$271K – – –
CFC
1057
Coyle Financial Counsel
Illinois
$270K – – –
SMA
1058
Sage Mountain Advisors
Georgia
$270K – – –
PGA
1059
Portland Global Advisors
Maine
$270K – – –
DWM
1060
Dakota Wealth Management
Florida
$269K +$252K +3,812 New
WTC
1061
WhitTier Trust Company
Nevada
$268K – – –
SFC
1062
Strategic Financial Concepts
Texas
$267K +$66 +1 +0%
SF
1063
Summit Financial
New Jersey
$267K +$22.4K +339 +10%
OHIS
1064
Oak Harvest Investment Services
Texas
$266K +$397 +6 +0.2%
MLA
1065
My Legacy Advisors
Oregon
$265K +$247K +3,735 New
AAS
1066
Annex Advisory Services
Wisconsin
$265K – – –
MMG
1067
Monetary Management Group
Missouri
$264K – – –
CFAM
1068
Center For Asset Management
Florida
$264K – – –
RMAM
1069
Raab & Moskowitz Asset Management
New Jersey
$264K +$17.1K +259 +7%
HVIA
1070
Hudson Valley Investment Advisors
New York
$263K – – –
MOS
1071
MGO One Seven
Ohio
$261K -$132K -2,003 -35%
SC
1072
Steph & Co
Wisconsin
$259K – – –
BTI
1073
Blue Trust Inc
Georgia
$258K – – –
SGK
1074
Steigerwald Gordon & Koch
Virginia
$257K – – –
C
1075
CEDRUS
Colorado
$256K – – –
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43
44 45