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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
SBWM
626
Sunflower Bank Wealth Management
Arizona
$346K -$3.28K -80 -1%
BFG
627
Beacon Financial Group
Texas
$345K – – –
FANJ
628
Financial Architects (New Jersey)
New Jersey
$342K – – –
MFG
629
Magnus Financial Group
New York
$339K +$100K +2,444 +45%
CWM
630
Connecticut Wealth Management
Connecticut
$336K -$3.28K -80 -1%
JHCP
631
Jackson Hole Capital Partners
Oklahoma
$335K +$81.5K +1,988 +34%
OMC
632
Old Mission Capital
Illinois
$334K +$317K +7,744 New
BSB
633
Bangor Savings Bank
Maine
$333K – – –
DWM
634
Darwin Wealth Management
Florida
$326K +$310K +7,572 New
CB
635
Chemical Bank
Michigan
$322K +$819 +20 +0.3%
IWP
636
Icon Wealth Partners
Texas
$321K -$2.02M -49,392 -87%
ZF
637
Zhang Financial
Michigan
$321K -$5.41K -132 -2%
SBSB
638
Sullivan, Bruyette, Speros & Blaney
Virginia
$321K – – –
MCM
639
Mengis Capital Management
Oregon
$313K – – –
MM
640
Meridian Management
Arkansas
$310K – – –
RCA
641
Rex Capital Advisors
Rhode Island
$309K – – –
PGA
642
Portland Global Advisors
Maine
$308K +$3.6K +88 +1%
TWM
643
Torch Wealth Management
Ohio
$307K – – –
AP
644
Advisor Partners
California
$303K -$51.6K -1,260 -15%
HCM
645
Harvey Capital Management
Florida
$301K – – –
LB
646
Legacy Bridge
Iowa
$301K – – –
MC
647
Moors & Cabot
Massachusetts
$301K +$328 +8 +0.1%
WAP
648
Wealthcare Advisory Partners
Pennsylvania
$299K -$10K -244 -3%
CSM
649
CAMG Solamere Management
North Carolina
$299K – – –
DIS
650
Diversified Investment Strategies
Louisiana
$299K – – –
24 25
26
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