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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
KP
1251
Keel Point
Alabama
$690K +$7.1K +59 +1%
SW
1252
SkyOak Wealth
Michigan
$690K – – –
SWIA
1253
Solano Wealth Investment Advisors
California
$690K – – –
LWANC
1254
Laurel Wealth Advisors (North Carolina)
North Carolina
$689K -$59.5K -495 -9%
NB
1255
NBT Bank
New York
$689K -$2.89K -24 -0.4%
PL
1256
Plancorp LLC
Missouri
$687K – – –
BWP
1257
Balboa Wealth Partners
Arizona
$686K -$701K -5,832 -49%
JAG
1258
Journey Advisory Group
Kentucky
$681K -$10.8K -90 -1%
BFG
1259
Berger Financial Group
Minnesota
$680K +$1.08K +9 +0.2%
VFS
1260
Valpey Financial Services
New Hampshire
$679K +$26.9K +224 +4%
FT
1261
Fiduciary Trust
Massachusetts
$677K -$36.1K -300 -5%
GSEP
1262
Golden State Equity Partners
California
$675K +$718K +5,969 New
BA
1263
Bluesphere Advisors
Pennsylvania
$673K +$484K +4,024 +209%
RI
1264
Rinkey Investments
California
$670K -$1.2K -10 -0.2%
FCB
1265
First County Bank
Connecticut
$665K -$95.4K -793 -12%
BFS
1266
Bare Financial Services
Pennsylvania
$664K -$9.74K -81 -1%
WG
1267
Welch Group
Alabama
$662K -$243K -2,018 -26%
W
1268
Wealthquest
Ohio
$661K -$10.2K -85 -1%
FNT
1269
First Nebraska Trust
Nebraska
$657K -$397K -3,300 -36%
GBT
1270
Grove Bank & Trust
Florida
$657K +$364K +3,029 +109%
LFG
1271
Lockerman Financial Group
California
$656K +$212K +1,766 +44%
TVAMP
1272
Tennessee Valley Asset Management Partners
Tennessee
$652K +$305K +2,536 +79%
SWM
1273
Silverlake Wealth Management
Vermont
$652K +$257K +2,138 +59%
B
1274
Bedminster
South Carolina
$651K -$238K -1,979 -26%
TIM
1275
Tortoise Investment Management
New York
$647K +$241 +2 +0%
49 50
51
52 53