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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1051
Trilogy Capital
California
$530K +$129K +1,605 +34%
WFAG
1052
Worth Financial Advisory Group
North Carolina
$529K +$964 +12 +0.2%
MWA
1053
Monograph Wealth Advisors
California
$528K – – –
FCFC
1054
First Citizens Financial Corp
Iowa
$527K +$13K +162 +3%
PA
1055
Pinnacle Associates
New York
$526K +$8.2K +102 +2%
BMWM
1056
Brown Miller Wealth Management
Virginia
$520K -$4.34K -54 -0.9%
JAG
1057
Journey Advisory Group
Kentucky
$520K -$43K -535 -8%
MSG
1058
Main Street Group
Virginia
$518K +$1.13K +14 +0.2%
CWM
1059
Congress Wealth Management
Massachusetts
$518K -$432K -5,380 -47%
MSAM
1060
Moloney Securities Asset Management
Missouri
$517K +$213K +2,652 +76%
CPSAC
1061
Chas P. Smith & Associates (CPS)
Florida
$514K +$20.2K +252 +4%
CAG
1062
Curtis Advisory Group
California
$510K -$198K -2,467 -29%
WTB
1063
Washington Trust Bank
Washington
$510K +$8.2K +102 +2%
4WM
1064
49 Wealth Management
Texas
$509K +$13.8K +172 +3%
CCA
1065
Conservest Capital Advisors
Pennsylvania
$508K -$3.78K -47 -0.8%
KFGK
1066
Keystone Financial Group (Kentucky)
Kentucky
$508K +$484K +6,019 New
SFG
1067
SNS Financial Group
Minnesota
$505K -$18.7K -233 -4%
BFG
1068
Beacon Financial Group
Texas
$505K +$179K +2,233 +60%
NAS
1069
Nicolet Advisory Services
Wisconsin
$504K -$102K -1,265 -17%
EIA
1070
Eldridge Investment Advisors
New Hampshire
$504K – – –
AIP
1071
Almanack Investment Partners
Pennsylvania
$502K -$39K -485 -8%
CAM
1072
Crestone Asset Management
Colorado
$501K – – –
AUB
1073
Atlantic Union Bankshares
Virginia
$501K – – –
LWCFA
1074
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$500K -$22.1K -275 -4%
O3W
1075
Omni 360 Wealth
New Jersey
$497K -$171K -2,125 -27%
41 42
43
44 45