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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
WIP
1676
WealthCare Investment Partners
Rhode Island
$280K +$241 +2 +0.1%
CASB
1677
Cape Ann Savings Bank
Massachusetts
$280K – – –
CWM
1678
ClientFirst Wealth Management
Arkansas
$280K – – –
TGAM
1679
TBH Global Asset Management
Tennessee
$279K -$4.84M -40,270 -94%
NL
1680
Navalign LLC
California
$279K – – –
EFG
1681
Ethos Financial Group
Pennsylvania
$279K -$255K -2,124 -45%
OCWP
1682
Owl Creek Wealth Partners
Colorado
$278K +$296K +2,461 New
SAFS
1683
S&A Financial Services
Kansas
$278K +$296K +2,460 New
PCM
1684
Parsons Capital Management
Rhode Island
$277K +$5.77K +48 +2%
UF
1685
Univest Financial
Pennsylvania
$275K -$132K -1,099 -31%
CWP
1686
Curated Wealth Partners
California
$275K -$263K -2,190 -47%
PTP
1687
Platform Technology Partners
New York
$275K +$47K +391 +19%
SFG
1688
SevenBridge Financial Group
Pennsylvania
$275K – – –
WAG
1689
Windsor Advisory Group
Ohio
$274K – – –
GC
1690
Guidance Capital
Kentucky
$273K – – –
CM
1691
Columbus Macro
Pennsylvania
$273K – – –
EMC
1692
Everest Management Corp
California
$272K – – –
RMC
1693
Resources Management Corp
Connecticut
$272K -$14.6K -121 -5%
MAM
1694
Montchanin Asset Management
Delaware
$271K +$289K +2,400 New
TNA
1695
True North Advisors
Texas
$271K -$88.8K -738 -24%
PFA
1696
Professional Financial Advisors
Nebraska
$269K -$2.65K -22 -0.9%
FPCG
1697
Forum Private Client Group
Indiana
$269K -$82.3K -684 -22%
FA
1698
Fermata Advisors
California
$268K -$29.6K -246 -9%
FCIM
1699
Fairview Capital Investment Management
California
$268K -$3.01K -25 -1%
WPW
1700
Waldron Private Wealth
Pennsylvania
$267K +$47.6K +396 +20%
66 67
68
69 70