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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
501
Institute for Wealth Management
Colorado
$1.68M -$126K -1,907 -7%
MWA
502
Meridian Wealth Advisors
Texas
$1.66M +$3.17K +48 +0.2%
TFGT
503
TS Financial Group (TSFG)
Illinois
$1.66M +$78.1K +1,182 +5%
BC
504
Bowman & Company
Wisconsin
$1.65M -$258K -3,900 -14%
WH
505
Whitcomb & Hess
Ohio
$1.64M +$5.16K +78 +0.3%
PP
506
Prosperity Planning
Missouri
$1.64M -$30.7K -464 -2%
MFG
507
Magnus Financial Group
New York
$1.63M -$121K -1,835 -7%
T
508
TRUADVICE
Florida
$1.62M -$466K -7,048 -23%
BCI
509
Brinker Capital Investments
Pennsylvania
$1.62M +$546K +8,262 +56%
OPS
510
Orion Portfolio Solutions
Nebraska
$1.62M +$546K +8,262 +56%
AA
511
Alesco Advisors
New York
$1.6M – – –
BBHC
512
Brown Brothers Harriman & Co
New York
$1.59M -$51.6K -780 -3%
FFM
513
Forum Financial Management
Illinois
$1.59M -$18.3K -277 -1%
AF
514
Alerus Financial
North Dakota
$1.58M – – –
BP
515
Ballentine Partners
Massachusetts
$1.57M -$34.4K -520 -2%
MCM
516
Manchester Capital Management
Vermont
$1.56M -$192K -2,908 -12%
BFO
517
Boston Family Office
Massachusetts
$1.54M +$144K +2,181 +11%
PCA
518
Prosperity Capital Advisors
Ohio
$1.54M +$1.44M +21,845 New
B
519
Bensler
Washington
$1.52M +$397 +6 +0%
BFAG
520
Blackston Financial Advisory Group
Florida
$1.52M +$642K +9,704 +82%
PFG
521
Pinnacle Financial Group
Illinois
$1.5M – – –
E
522
ETFidea
New York
$1.48M +$47.6K +720 +4%
KFP
523
KMG Fiduciary Partners
Ohio
$1.47M – – –
AFG
524
Albion Financial Group
Utah
$1.46M +$884K +13,369 +183%
SFG
525
Summit Financial Group
West Virginia
$1.45M -$5.29K -80 -0.4%
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