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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
TPW
1101
TL Private Wealth
Texas
$1.12M -$18K -136 -2%
SWM
1102
SeaCrest Wealth Management
New York
$1.12M -$72.6K -550 -6%
LWCFA
1103
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.12M -$101K -765 -9%
AFA
1104
American Financial Advisors
Georgia
$1.11M -$7.66K -58 -0.7%
4WM
1105
4J Wealth Management
Virginia
$1.11M -$52.8K -400 -5%
MCWS
1106
McKinley Carter Wealth Services
West Virginia
$1.1M +$16.4K +124 +2%
GI
1107
GAMCO Investors
Connecticut
$1.1M -$6.03M -45,700 -85%
CAM
1108
Clarity Asset Management
Iowa
$1.1M -$212K -1,609 -17%
SIC
1109
Salem Investment Counselors
North Carolina
$1.1M -$31.7K -240 -3%
QP
1110
Quartz Partners
New York
$1.1M +$30.5K +231 +3%
SKK
1111
Shepherd Kaplan Krochuk
Massachusetts
$1.09M – – –
WJWM
1112
Williams Jones Wealth Management
New York
$1.09M +$211K +1,597 +25%
FFS
1113
Founders Financial Securities
Maryland
$1.08M +$132 +1 +0%
KJWM
1114
Kiley Juergens Wealth Management
Washington
$1.08M -$45.3K -343 -4%
IAA
1115
Independent Advisor Alliance
North Carolina
$1.08M -$16.1M -122,157 -94%
AWM
1116
Atticus Wealth Management
Florida
$1.07M -$25.7K -195 -2%
JFA
1117
JNBA Financial Advisors
Minnesota
$1.07M -$44.2K -335 -4%
KWM
1118
KRM Wealth Management
Nevada
$1.07M +$924 +7 +0.1%
BCA
1119
Bay Colony Advisors
Massachusetts
$1.07M -$44.1K -334 -4%
CIA
1120
Cape Investment Advisory
Georgia
$1.07M +$56.9K +431 +6%
IWM
1121
Iams Wealth Management
Nebraska
$1.06M +$1.06K +8 +0.1%
FPGK
1122
Financial Partners Group (Kansas)
Kansas
$1.05M -$18K -136 -2%
T
1123
Tidemark
California
$1.05M -$132 -1 -0%
WF
1124
Welch & Forbes
Massachusetts
$1.04M – – –
CTA
1125
Chesley Taft & Associates
Illinois
$1.03M – – –
43 44
45
46 47