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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
1051
Tompkins Financial
New York
$275K -$107K -1,616 -29%
PCH
1052
PGIM Custom Harvest
New Jersey
$273K – – –
APW
1053
Atlantic Private Wealth
North Carolina
$272K +$595 +9 +0.2%
CWA
1054
Cornerstone Wealth Advisors
Minnesota
$271K – – –
CFC
1055
Coyle Financial Counsel
Illinois
$270K – – –
SMA
1056
Sage Mountain Advisors
Georgia
$270K – – –
PGA
1057
Portland Global Advisors
Maine
$270K – – –
DWM
1058
Dakota Wealth Management
Florida
$269K +$252K +3,812 New
WTC
1059
WhitTier Trust Company
Nevada
$268K – – –
SFC
1060
Strategic Financial Concepts
Texas
$267K +$66 +1 +0%
SF
1061
Summit Financial
New Jersey
$267K +$22.4K +339 +10%
OHIS
1062
Oak Harvest Investment Services
Texas
$266K +$397 +6 +0.2%
MLA
1063
My Legacy Advisors
Oregon
$265K +$247K +3,735 New
AAS
1064
Annex Advisory Services
Wisconsin
$265K – – –
MMG
1065
Monetary Management Group
Missouri
$264K – – –
CFAM
1066
Center For Asset Management
Florida
$264K – – –
RMAM
1067
Raab & Moskowitz Asset Management
New Jersey
$264K +$17.1K +259 +7%
HVIA
1068
Hudson Valley Investment Advisors
New York
$263K – – –
MOS
1069
MGO One Seven
Ohio
$261K -$132K -2,003 -35%
SC
1070
Steph & Co
Wisconsin
$259K – – –
BTI
1071
Blue Trust Inc
Georgia
$258K – – –
SGK
1072
Steigerwald Gordon & Koch
Virginia
$257K – – –
C
1073
CEDRUS
Colorado
$256K – – –
HBW
1074
Hazlett, Burt & Watson
West Virginia
$256K +$110K +1,659 +83%
AWP
1075
Accretive Wealth Partners
New Jersey
$255K – – –
41 42
43
44 45