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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
TGAM
1676
TBH Global Asset Management
Tennessee
$340K – – –
BC
1677
BDFS Capital
Delaware
$339K -$619K -4,690 -66%
SAFS
1678
S&A Financial Services
Kansas
$338K -$132 -1 -0%
FCIM
1679
Fairview Capital Investment Management
California
$337K +$11.2K +85 +4%
NL
1680
Navalign LLC
California
$337K -$2.25K -17 -0.7%
UF
1681
Univest Financial
Pennsylvania
$335K – – –
WIP
1682
WealthCare Investment Partners
Rhode Island
$335K +$264 +2 +0.1%
CWP
1683
Curated Wealth Partners
California
$335K – – –
PFA
1684
Professional Financial Advisors
Nebraska
$335K +$7K +53 +2%
PTP
1685
Platform Technology Partners
New York
$334K – – –
AWM
1686
Avaii Wealth Management
Wisconsin
$333K -$11K -83 -3%
WAG
1687
Windsor Advisory Group
Ohio
$333K – – –
DSC
1688
Duncker Streett & Co
Missouri
$332K -$9.77K -74 -3%
CM
1689
Columbus Macro
Pennsylvania
$332K – – –
EMC
1690
Everest Management Corp
California
$331K – – –
RMC
1691
Resources Management Corp
Connecticut
$331K – – –
LFS
1692
Legacy Financial Strategies
Kansas
$330K +$16.5K +125 +5%
MAM
1693
Montchanin Asset Management
Delaware
$330K – – –
TNA
1694
True North Advisors
Texas
$329K – – –
CBT
1695
Crews Bank & Trust
Florida
$329K -$193K -1,458 -38%
AFP
1696
Alpha Financial Partners
Kentucky
$329K +$75.8K +574 +32%
MWM
1697
Melfa Wealth Management
Massachusetts
$327K -$46.2K -350 -13%
WWA
1698
Wingate Wealth Advisors
Massachusetts
$326K +$1.45K +11 +0.5%
BSB
1699
Bangor Savings Bank
Maine
$326K +$26.4K +200 +9%
WPW
1700
Waldron Private Wealth
Pennsylvania
$325K – – –
66 67
68
69 70