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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1126
Congress Wealth Management
Massachusetts
$574K +$5.91K +64 +1%
OWA
1127
ORBA Wealth Advisors
Illinois
$571K -$41.7K -452 -7%
EIA
1128
Eldridge Investment Advisors
New Hampshire
$571K – – –
JAG
1129
Journey Advisory Group
Kentucky
$569K – – –
AUB
1130
Atlantic Union Bankshares
Virginia
$568K – – –
FHA
1131
Flagship Harbor Advisors
Massachusetts
$565K -$31.3K -339 -5%
JWM
1132
JGP Wealth Management
Oregon
$565K -$17.3K -187 -3%
GWS
1133
Glassman Wealth Services
Virginia
$562K – – –
BC
1134
Brio Consultants
California
$562K +$29.7K +322 +6%
WFC
1135
Western Financial Corp
California
$562K -$42.3K -458 -7%
SPWM
1136
Schrum Private Wealth Management
Florida
$561K +$304K +3,298 +129%
CICC
1137
Capital Investment Counsel (Colorado)
Colorado
$557K -$54.8K -594 -9%
EP
1138
Edgestream Partners
New Jersey
$554K +$26.5K +287 +5%
SWA
1139
Sax Wealth Advisors
New Jersey
$554K +$554 +6 +0.1%
KA
1140
Klingman & Associates
New York
$554K – – –
BBPWM
1141
Blue Bell Private Wealth Management
Pennsylvania
$553K – – –
AGWCA
1142
Annis Gardner Whiting Capital Advisors
Florida
$553K – – –
JFGIW
1143
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$552K +$39.9K +432 +8%
CPSAC
1144
Chas P. Smith & Associates (CPS)
Florida
$549K – – –
NDSI
1145
Newman Dignan & Sheerar Inc
Rhode Island
$547K -$19.3K -209 -4%
CFA
1146
CWS Financial Advisors
Michigan
$547K +$277 +3 +0.1%
MCM
1147
Mengis Capital Management
Oregon
$547K +$92 +1 +0%
TIM
1148
Tortoise Investment Management
New York
$546K +$237K +2,564 +82%
PAM
1149
Palisade Asset Management
Minnesota
$546K – – –
EW
1150
Enzi Wealth
Texas
$544K +$63.2K +685 +14%
44 45
46
47 48