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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1126
Cardiff Park Advisors
California
$210K – – –
OCPWS
1127
One Charles Private Wealth Services
Massachusetts
$210K – – –
SFM
1128
Signet Financial Management
New Jersey
$210K – – –
WAOTB
1129
Wealth Advisors of Tampa Bay
Florida
$210K – – –
SAM
1130
SP Asset Management
California
$210K +$301 +4 +0.1%
LPT
1131
Legacy Private Trust
Wisconsin
$210K +$12K +160 +6%
MSA
1132
McAlister Sweet & Associates
Texas
$209K -$37.6K -500 -15%
DLCIG
1133
D.L. Carlson Investment Group
New Hampshire
$208K -$43.9K -585 -18%
BWP
1134
BSW Wealth Partners
Colorado
$208K – – –
NAS
1135
Nicolet Advisory Services
Wisconsin
$208K +$8.34K +111 +4%
BMC
1136
Beaton Management Company
Massachusetts
$207K -$71.4K -950 -26%
AIM
1137
Avity Investment Management
Connecticut
$206K – – –
SIG
1138
Sargent Investment Group
Maryland
$205K +$202K +2,685 New
GCA
1139
Genesee Capital Advisors
New York
$204K – – –
UAS
1140
United Asset Strategies
New York
$204K +$201K +2,672 New
SIMG
1141
Sonora Investment Management Group
Arizona
$203K – – –
RCA
1142
Rex Capital Advisors
Rhode Island
$202K – – –
WPC
1143
Wedmont Private Capital
Pennsylvania
$202K +$195K +2,599 New
RFWA
1144
RPg Family Wealth Advisory
Massachusetts
$201K – – –
RWA
1145
River Wealth Advisors
Pennsylvania
$201K – – –
DIM
1146
Delta Investment Management
California
$201K +$301 +4 +0.2%
AAM
1147
Augustine Asset Management
Florida
$200K -$1.2K -16 -0.6%
OWM
1148
Orgel Wealth Management
Wisconsin
$200K – – –
LB
1149
Leo Brokerage
Texas
$200K +$197K +2,623 New
EI
1150
Ellevest Inc
New York
$199K – – –
44 45
46
47 48