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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
1101
Fortis Capital Management
Washington
$549K -$163K -1,893 -24%
AUB
1102
Atlantic Union Bankshares
Virginia
$549K – – –
RMDI
1103
R.M. Davis Inc
Maine
$547K +$509K +5,908 New
EWA
1104
Evolution Wealth Advisors
Florida
$546K +$15.5K +180 +3%
GWS
1105
Glassman Wealth Services
Virginia
$543K – – –
T
1106
TCWP
Ohio
$541K +$194K +2,248 +63%
LCGC
1107
Legacy Capital Group California
California
$538K +$229K +2,651 +84%
NDSI
1108
Newman Dignan & Sheerar Inc
Rhode Island
$538K -$4.91K -57 -1%
OPWM
1109
Oakwell Private Wealth Management
Texas
$537K +$8.62K +100 +2%
KA
1110
Klingman & Associates
New York
$535K – – –
SWA
1111
Sax Wealth Advisors
New Jersey
$535K +$345 +4 +0.1%
BBPWM
1112
Blue Bell Private Wealth Management
Pennsylvania
$534K – – –
AGWCA
1113
Annis Gardner Whiting Capital Advisors
Florida
$534K -$6.81K -79 -1%
SWA
1114
Strata Wealth Advisors
Texas
$533K -$431 -5 -0.1%
TA
1115
TrueWealth Advisors
Alabama
$530K +$120K +1,390 +32%
CPSAC
1116
Chas P. Smith & Associates (CPS)
Florida
$530K -$30.4K -353 -6%
GCIM
1117
Gunn & Company Investment Management
Florida
$530K +$494K +5,731 New
CFA
1118
CWS Financial Advisors
Michigan
$528K +$64.3K +746 +15%
MCM
1119
Mengis Capital Management
Oregon
$528K – – –
PAM
1120
Palisade Asset Management
Minnesota
$528K – – –
DSC
1121
Duncker Streett & Co
Missouri
$528K +$172 +2 +0%
FWCM
1122
Ferguson Wellman Capital Management
Oregon
$523K -$91.4K -1,060 -16%
AWA
1123
Amplius Wealth Advisors
Pennsylvania
$519K +$60.7K +704 +14%
BMWM
1124
Brown Miller Wealth Management
Virginia
$517K -$49.5K -574 -9%
LJAC
1125
L.J. Altfest & Co
New York
$515K – – –
43 44
45
46 47