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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1051
Buska Wealth Management
Wisconsin
$748K +$27.8K +276 +4%
WCG
1052
Weaver Consulting Group
California
$744K – – –
ACIM
1053
Azimuth Capital Investment Management
Michigan
$743K +$13.9K +138 +2%
GI
1054
GAMCO Investors
Connecticut
$743K – – –
WCF
1055
West Coast Financial
California
$738K -$78.9K -783 -9%
SKK
1056
Shepherd Kaplan Krochuk
Massachusetts
$738K – – –
CB
1057
Community Bank
New York
$734K -$36.4K -361 -4%
FPGK
1058
Financial Partners Group (Kansas)
Kansas
$734K -$20.1K -199 -2%
BONH
1059
Bank of New Hampshire
New Hampshire
$730K +$5.34K +53 +0.7%
DWM
1060
Dakota Wealth Management
Florida
$729K -$7.86K -78 -1%
IIC
1061
Ironwood Investment Counsel
Arizona
$729K – – –
BFS
1062
Bare Financial Services
Pennsylvania
$728K – – –
T
1063
Tidemark
California
$726K +$302 +3 +0%
CTA
1064
Chesley Taft & Associates
Illinois
$726K -$90.3K -896 -10%
OAM
1065
Oppenheimer Asset Management
New York
$726K -$20.2K -200 -2%
JSW
1066
Journey Strategic Wealth
New Jersey
$722K +$32.5K +322 +4%
SWM
1067
SeaCrest Wealth Management
New York
$721K -$156K -1,551 -17%
ST
1068
Sageworth Trust
Pennsylvania
$721K – – –
MWP
1069
Madison Wealth Partners
Wisconsin
$720K +$47K +466 +6%
FCP
1070
Fidelis Capital Partners
Florida
$719K -$13.7K -136 -2%
FEM
1071
Fulcrum Equity Management
Texas
$715K -$11.7K -116 -1%
WF
1072
Welch & Forbes
Massachusetts
$714K -$143K -1,421 -16%
PMG
1073
ProVise Management Group
Florida
$712K -$1.92K -19 -0.2%
CGPCS
1074
Capital Group Private Client Services
California
$710K +$273K +2,712 +55%
LSA
1075
Lion Street Advisors
Texas
$710K +$137K +1,361 +22%
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