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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
LWANC
1126
Laurel Wealth Advisors (North Carolina)
North Carolina
$770K +$25.7K +260 +4%
BSHC
1127
Breed's Hill Capital
Massachusetts
$769K -$4.26K -43 -0.6%
JSW
1128
Journey Strategic Wealth
New Jersey
$767K -$80K -808 -10%
AC
1129
Annandale Capital
Texas
$765K – – –
HCM
1130
Harvey Capital Management
Florida
$760K – – –
CWM
1131
Castle Wealth Management
Florida
$760K – – –
GI
1132
GAMMA Investing
California
$758K +$123K +1,242 +22%
FWM
1133
FLP Wealth Management
Arkansas
$754K +$12K +121 +2%
PMG
1134
ProVise Management Group
Florida
$754K -$81.3K -821 -11%
GWA
1135
Geometric Wealth Advisors
District of Columbia
$752K – – –
EPW
1136
Evergreen Private Wealth
Colorado
$752K -$39.9K -403 -6%
STCOSD
1137
Sageworth Trust Company of South Dakota
South Dakota
$749K – – –
RF
1138
Rossby Financial
Florida
$749K +$7.03K +71 +1%
TWA
1139
Talisman Wealth Advisors
New Jersey
$746K +$110K +1,109 +20%
CA
1140
Claro Advisors
Massachusetts
$746K -$348K -3,520 -34%
GFM
1141
GEN Financial Management
Minnesota
$746K -$3.17K -32 -0.5%
OPW
1142
Oxler Private Wealth
New York
$743K +$495 +5 +0.1%
FCB
1143
First County Bank
Connecticut
$739K -$85K -859 -11%
BHWM
1144
Bar Harbor Wealth Management
New Hampshire
$738K -$1.09K -11 -0.2%
HA
1145
Huntleigh Advisors
Missouri
$736K -$990 -10 -0.1%
BCA
1146
Bay Colony Advisors
Massachusetts
$735K +$660K +6,672 New
LEA
1147
Legacy Edge Advisors
New York
$732K +$26.6K +269 +4%
DWM
1148
Dakota Wealth Management
Florida
$729K -$122K -1,233 -16%
CPRC
1149
Consolidated Portfolio Review Corp
New York
$728K +$409K +4,129 +166%
PI
1150
PFG Investments
New York
$727K -$59.3K -599 -8%
44 45
46
47 48