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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1126
Annandale Capital
Texas
$765K – – –
HCM
1127
Harvey Capital Management
Florida
$760K – – –
CWM
1128
Castle Wealth Management
Florida
$760K – – –
GI
1129
GAMMA Investing
California
$758K +$123K +1,242 +22%
FWM
1130
FLP Wealth Management
Arkansas
$754K +$12K +121 +2%
PMG
1131
ProVise Management Group
Florida
$754K -$81.3K -821 -11%
GWA
1132
Geometric Wealth Advisors
District of Columbia
$752K – – –
EPW
1133
Evergreen Private Wealth
Colorado
$752K -$39.9K -403 -6%
STCOSD
1134
Sageworth Trust Company of South Dakota
South Dakota
$749K – – –
RF
1135
Rossby Financial
Florida
$749K +$7.03K +71 +1%
TWA
1136
Talisman Wealth Advisors
New Jersey
$746K +$110K +1,109 +20%
CA
1137
Claro Advisors
Massachusetts
$746K -$348K -3,520 -34%
GFM
1138
GEN Financial Management
Minnesota
$746K -$3.17K -32 -0.5%
OPW
1139
Oxler Private Wealth
New York
$743K +$495 +5 +0.1%
FCB
1140
First County Bank
Connecticut
$739K -$85K -859 -11%
BHWM
1141
Bar Harbor Wealth Management
New Hampshire
$738K -$1.09K -11 -0.2%
HA
1142
Huntleigh Advisors
Missouri
$736K -$990 -10 -0.1%
BCA
1143
Bay Colony Advisors
Massachusetts
$735K +$660K +6,672 New
LEA
1144
Legacy Edge Advisors
New York
$732K +$26.6K +269 +4%
DWM
1145
Dakota Wealth Management
Florida
$729K -$122K -1,233 -16%
CPRC
1146
Consolidated Portfolio Review Corp
New York
$728K +$409K +4,129 +166%
PI
1147
PFG Investments
New York
$727K -$59.3K -599 -8%
VFS
1148
Valpey Financial Services
New Hampshire
$724K +$651K +6,579 New
OWMIAS
1149
One Wealth Management Investment & Advisory Services
Florida
$722K -$5.64K -57 -0.9%
4WM
1150
49 Wealth Management
Texas
$721K -$37.8K -382 -6%
44 45
46
47 48