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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
SCTC
1126
Sanibel Captiva Trust Company
Florida
$641K -$10.1K -100 -1%
CWM
1127
Castle Wealth Management
Florida
$641K -$41.8K -415 -6%
HCM
1128
HMS Capital Management
Tennessee
$640K – – –
MWM
1129
Moulton Wealth Management
Washington
$638K +$693K +6,875 New
CG
1130
Caprock Group
Idaho
$635K +$25.7K +255 +4%
EA
1131
Everpar Advisors
Oklahoma
$635K +$121K +1,199 +21%
GWA
1132
Geometric Wealth Advisors
District of Columbia
$634K – – –
RF
1133
Rossby Financial
Florida
$633K +$43.8K +434 +7%
PIA
1134
Pinion Investment Advisors
Kansas
$633K -$175K -1,733 -20%
IPW
1135
Intergy Private Wealth
Colorado
$633K – – –
FF
1136
Friday Financial
Iowa
$632K – – –
GFM
1137
GEN Financial Management
Minnesota
$632K -$12.9K -128 -2%
STCOSD
1138
Sageworth Trust Company of South Dakota
South Dakota
$632K – – –
ICMM
1139
Integrated Capital Management (Michigan)
Michigan
$631K -$49.8K -494 -7%
SSB
1140
Sandy Spring Bank
Maryland
$629K -$58K -575 -8%
BFS
1141
Burkett Financial Services
South Carolina
$626K -$85.9K -852 -11%
OPW
1142
Oxler Private Wealth
New York
$626K +$605 +6 +0.1%
LWANC
1143
Laurel Wealth Advisors (North Carolina)
North Carolina
$625K -$59.5K -590 -8%
SAM
1144
Smartleaf Asset Management
Massachusetts
$625K +$649K +6,433 +2,004%
FWM
1145
FLP Wealth Management
Arkansas
$625K +$86.2K +855 +15%
TA
1146
TFB Advisors
Kansas
$624K -$173K -1,714 -20%
BHWM
1147
Bar Harbor Wealth Management
New Hampshire
$623K -$37.9K -376 -5%
HA
1148
Huntleigh Advisors
Missouri
$622K -$5.44K -54 -0.8%
VA
1149
Vident Advisory
Georgia
$618K – – –
CL
1150
CIM LLC
New York
$614K +$15.9K +158 +2%
44 45
46
47 48