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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
CBA
1101
Coastal Bridge Advisors
Connecticut
$815K +$34.9K +353 +5%
CANC
1102
Culbertson A N & Co
Virginia
$812K – – –
VWM
1103
Verus Wealth Management
Wisconsin
$811K – – –
RMDI
1104
R.M. Davis Inc
Maine
$811K +$184K +1,855 +34%
SPP
1105
Single Point Partners
Massachusetts
$809K – – –
VA
1106
Vident Advisory
Georgia
$809K +$68.2K +689 +10%
VHAM
1107
Van Hulzen Asset Management
California
$807K +$41.7K +421 +6%
ATFA
1108
All Terrain Financial Advisors
Minnesota
$806K – – –
AWMNH
1109
Arcadia Wealth Management (New Hampshire)
New Hampshire
$796K -$3.27K -33 -0.5%
HCM
1110
HMS Capital Management
Tennessee
$794K -$39.6K -400 -5%
SFG
1111
SNS Financial Group
Minnesota
$790K – – –
MWM
1112
Meridian Wealth Management
Kentucky
$790K -$41.6K -420 -6%
JGIA
1113
Jackson Grant Investment Advisers
Connecticut
$788K +$792 +8 +0.1%
IRAG
1114
Investment Research & Advisory Group
Georgia
$786K +$792 +8 +0.1%
FFS
1115
Founders Financial Securities
Maryland
$786K +$99 +1 +0%
MBI
1116
May Barnhard Investments
Maryland
$783K +$297 +3 +0%
CSPIA
1117
Cary Street Partners Investment Advisory
Virginia
$783K -$50.8K -513 -7%
GC
1118
GatePass Capital
Ohio
$781K +$80.6K +814 +13%
SFWC
1119
Strategic Family Wealth Counselors
New Jersey
$781K – – –
BHIA
1120
Birch Hill Investment Advisors
Massachusetts
$776K – – –
PFA
1121
Pure Financial Advisors
California
$774K +$47.8K +483 +7%
HWA
1122
HCR Wealth Advisors
California
$774K -$1.39K -14 -0.2%
LWANC
1123
Laurel Wealth Advisors (North Carolina)
North Carolina
$770K +$25.7K +260 +4%
BSHC
1124
Breed's Hill Capital
Massachusetts
$769K -$4.26K -43 -0.6%
JSW
1125
Journey Strategic Wealth
New Jersey
$767K -$80K -808 -10%
43 44
45
46 47