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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
EIA
1126
Eldridge Investment Advisors
New Hampshire
$571K – – –
JAG
1127
Journey Advisory Group
Kentucky
$569K – – –
AUB
1128
Atlantic Union Bankshares
Virginia
$568K – – –
FHA
1129
Flagship Harbor Advisors
Massachusetts
$565K -$31.3K -339 -5%
JWM
1130
JGP Wealth Management
Oregon
$565K -$17.3K -187 -3%
GWS
1131
Glassman Wealth Services
Virginia
$562K – – –
BC
1132
Brio Consultants
California
$562K +$29.7K +322 +6%
WFC
1133
Western Financial Corp
California
$562K -$42.3K -458 -7%
SPWM
1134
Schrum Private Wealth Management
Florida
$561K +$304K +3,298 +129%
CICC
1135
Capital Investment Counsel (Colorado)
Colorado
$557K -$54.8K -594 -9%
EP
1136
Edgestream Partners
New Jersey
$554K +$26.5K +287 +5%
SWA
1137
Sax Wealth Advisors
New Jersey
$554K +$554 +6 +0.1%
KA
1138
Klingman & Associates
New York
$554K – – –
BBPWM
1139
Blue Bell Private Wealth Management
Pennsylvania
$553K – – –
AGWCA
1140
Annis Gardner Whiting Capital Advisors
Florida
$553K – – –
JFGIW
1141
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$552K +$39.9K +432 +8%
CPSAC
1142
Chas P. Smith & Associates (CPS)
Florida
$549K – – –
NDSI
1143
Newman Dignan & Sheerar Inc
Rhode Island
$547K -$19.3K -209 -4%
CFA
1144
CWS Financial Advisors
Michigan
$547K +$277 +3 +0.1%
MCM
1145
Mengis Capital Management
Oregon
$547K +$92 +1 +0%
TIM
1146
Tortoise Investment Management
New York
$546K +$237K +2,564 +82%
PAM
1147
Palisade Asset Management
Minnesota
$546K – – –
EW
1148
Enzi Wealth
Texas
$544K +$63.2K +685 +14%
OP
1149
ORG Partners
Indiana
$543K -$162K -1,754 -24%
FIM
1150
Freedom Investment Management
Connecticut
$542K +$69.8K +756 +15%
44 45
46
47 48