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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
VFS
1151
Valpey Financial Services
New Hampshire
$724K +$651K +6,579 New
OWMIAS
1152
One Wealth Management Investment & Advisory Services
Florida
$722K -$5.64K -57 -0.9%
4WM
1153
49 Wealth Management
Texas
$721K -$37.8K -382 -6%
PNC
1154
Park National Corp
Ohio
$720K – – –
WIC
1155
Woodmont Investment Counsel
Tennessee
$720K +$127K +1,287 +25%
DCM
1156
Dimension Capital Management
Florida
$715K – – –
PL
1157
Plancorp LLC
Missouri
$714K – – –
HHWM
1158
Hiley Hunt Wealth Management
Nebraska
$713K +$1.29K +13 +0.2%
SMA
1159
Seven Mile Advisory
New Jersey
$712K – – –
RSA
1160
River Street Advisors
Illinois
$710K +$142K +1,433 +29%
ICMM
1161
Integrated Capital Management (Michigan)
Michigan
$710K -$48.9K -494 -7%
GJWM
1162
Gilliland Jeter Wealth Management
Arkansas
$710K +$19K +192 +3%
WCP
1163
Wick Capital Partners
Pennsylvania
$708K +$1.11M +11,253 +175%
KIM
1164
Kestra Investment Management
Texas
$706K +$1.68K +17 +0.3%
IPW
1165
Intergy Private Wealth
Colorado
$705K -$40.7K -411 -6%
TA
1166
TFB Advisors
Kansas
$705K -$32.3K -326 -5%
SWM
1167
SeaCrest Wealth Management
New York
$701K -$138K -1,399 -18%
FHA
1168
Flagship Harbor Advisors
Massachusetts
$700K +$44.6K +451 +8%
WJWM
1169
Williams Jones Wealth Management
New York
$698K – – –
GIA
1170
Guyasuta Investment Advisors
Pennsylvania
$696K – – –
ACA
1171
Affinity Capital Advisors
California
$696K -$254K -2,567 -29%
BWM
1172
Base Wealth Management
Florida
$696K -$12.8K -129 -2%
EFG
1173
Everhart Financial Group
Ohio
$694K -$21.8K -220 -3%
WA1
1174
Wimmer Associates 1
California
$694K – – –
QP
1175
Quartz Partners
New York
$692K +$99.2K +1,002 +19%
45 46
47
48 49