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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
576
Ferris Capital
Massachusetts
$1.01M -$2.9M -38,013 -75%
CCT
577
Capital City Trust
Florida
$1.01M – – –
ATFA
578
All Terrain Financial Advisors
Minnesota
$1M – – –
4WM
579
4J Wealth Management
Virginia
$1M -$318K -4,175 -24%
MWM
580
Mission Wealth Management
California
$1M -$2.29K -30 -0.2%
WPC
581
White Pine Capital
Minnesota
$995K – – –
SFG
582
StrategIQ Financial Group
Indiana
$995K +$63.7K +836 +7%
SCM
583
SOL Capital Management
Maryland
$990K – – –
KJWM
584
Kiley Juergens Wealth Management
Washington
$988K – – –
FHA
585
Flagship Harbor Advisors
Massachusetts
$986K – – –
NAM
586
NorthCoast Asset Management
Connecticut
$986K +$109K +1,430 +12%
FNT
587
First National Trust
Pennsylvania
$985K -$5.34K -70 -0.5%
FIG
588
FundX Investment Group
California
$984K +$1.02M +13,319 New
CPA
589
Capital Planning Advisors
California
$976K – – –
CG
590
Corundum Group
Colorado
$974K – – –
QCG
591
Quadrant Capital Group
Ohio
$970K – – –
9WM
592
9258 Wealth Management
Ohio
$968K +$6.63K +87 +0.7%
TFGT
593
TS Financial Group (TSFG)
Illinois
$960K +$3.58K +47 +0.4%
PWA
594
Providence Wealth Advisors
Illinois
$959K -$19.7K -258 -2%
CB
595
Community Bank
New York
$955K -$1.91K -25 -0.2%
IAIM
596
International Assets Investment Management
Florida
$952K +$7.93K +104 +0.8%
S
597
SignatureFD
Georgia
$942K -$52.7K -691 -5%
FT
598
Fiduciary Trust
Massachusetts
$939K +$397K +5,207 +69%
IC
599
IEQ Capital
California
$936K +$76 +1 +0%
SVWAG
600
Sound View Wealth Advisors Group
Georgia
$935K +$964K +12,646 New
22 23
24
25 26