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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
1051
Middleton & Co
Massachusetts
$446K -$53.8K -756 -11%
WTB
1052
Washington Trust Bank
Washington
$446K – – –
CAM
1053
Crestone Asset Management
Colorado
$446K – – –
AUB
1054
Atlantic Union Bankshares
Virginia
$445K – – –
OHWP
1055
Oak Harbor Wealth Partners
North Carolina
$441K -$3.35K -47 -0.8%
EE
1056
EWG Elevate
California
$441K -$4.08M -57,295 -91%
GWS
1057
Glassman Wealth Services
Virginia
$441K +$21.3K +299 +5%
4WM
1058
49 Wealth Management
Texas
$439K +$416K +5,842 New
CPSAC
1059
Chas P. Smith & Associates (CPS)
Florida
$438K +$71 +1 +0%
GCIM
1060
Gunn & Company Investment Management
Florida
$438K +$415K +5,832 New
WCG
1061
Weaver Consulting Group
California
$437K +$498 +7 +0.1%
KA
1062
Klingman & Associates
New York
$434K – – –
SWA
1063
Sax Wealth Advisors
New Jersey
$433K +$1.85K +26 +0.5%
SIC
1064
Samalin Investment Counsel
New York
$433K +$2.35K +33 +0.6%
CWP
1065
Corepath Wealth Partners
Arizona
$430K – – –
MCM
1066
Mengis Capital Management
Oregon
$429K – – –
PAM
1067
Palisade Asset Management
Minnesota
$429K +$25.2K +354 +7%
OPWM
1068
Oakwell Private Wealth Management
Texas
$428K – – –
DSC
1069
Duncker Streett & Co
Missouri
$428K +$1.35K +19 +0.3%
FAM
1070
Formidable Asset Management
Ohio
$425K – – –
WIC
1071
Woodmont Investment Counsel
Tennessee
$420K +$28.9K +406 +8%
W
1072
Wealthquest
Ohio
$418K -$71 -1 -0%
LJAC
1073
L.J. Altfest & Co
New York
$418K – – –
SFG
1074
Sage Financial Group
Pennsylvania
$418K – – –
BC
1075
Brio Consultants
California
$417K -$9.04K -127 -2%
41 42
43
44 45