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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1101
Curated Wealth Partners
California
$757K -$50.9K -510 -6%
BOS
1102
Bank of Stockton
California
$753K -$13.9K -139 -2%
HIP
1103
HUB Investment Partners
Texas
$750K +$191K +1,919 +35%
CI
1104
CPR Investments
Michigan
$749K +$736K +7,377 New
CANC
1105
Culbertson A N & Co
Virginia
$748K – – –
VWM
1106
Verus Wealth Management
Wisconsin
$748K +$735K +7,368 New
CSPIA
1107
Cary Street Partners Investment Advisory
Virginia
$748K -$2.1M -21,069 -74%
SSB
1108
Sandy Spring Bank
Maryland
$746K +$7.18K +72 +1%
CFP
1109
Catalyst Financial Partners
Massachusetts
$744K +$15.8K +158 +2%
LWANC
1110
Laurel Wealth Advisors (North Carolina)
North Carolina
$744K +$9.18K +92 +1%
ATFA
1111
All Terrain Financial Advisors
Minnesota
$743K -$84.4K -846 -10%
CWM
1112
Castle Wealth Management
Florida
$743K – – –
AFG
1113
Albion Financial Group
Utah
$741K -$75.4K -756 -9%
BCM
1114
BluePointe Capital Management
California
$741K – – –
MWP
1115
Madison Wealth Partners
Wisconsin
$741K +$4.99K +50 +0.7%
SC
1116
Scotia Capital
Ontario, Canada
$740K +$8.08K +81 +1%
VHAM
1117
Van Hulzen Asset Management
California
$740K -$21.4K -215 -3%
ICMM
1118
Integrated Capital Management (Michigan)
Michigan
$740K +$898 +9 +0.1%
MM
1119
Meridian Management
Arkansas
$738K – – –
FMTC
1120
Farmers & Merchants Trust Company
California
$738K -$88.8K -890 -11%
4WM
1121
49 Wealth Management
Texas
$737K -$362K -3,624 -33%
NCM
1122
NCM Capital Management
New Jersey
$731K – – –
PI
1123
PFG Investments
New York
$731K +$7.08K +71 +1%
GLR
1124
Great Lakes Retirement
Ohio
$726K -$19.6K -196 -3%
JGIA
1125
Jackson Grant Investment Advisers
Connecticut
$725K +$898 +9 +0.1%
43 44
45
46 47