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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
626
Windsor Wealth Management
Indiana
$563K – – –
LTI
627
Laffer Tengler Investments
Tennessee
$555K +$513K +10,700 New
TWP
628
TFO Wealth Partners
Ohio
$554K -$36K -752 -7%
RPC
629
Rossmore Private Capital
Connecticut
$554K – – –
JF
630
JSF Financial
California
$553K -$160K -3,332 -24%
WIC
631
Whitegate Investment Counselors
New Hampshire
$553K -$47.9K -1,000 -9%
CMP
632
Courage Miller Partners
Virginia
$552K +$5.56K +116 +1%
WSTAM
633
Wilbanks Smith & Thomas Asset Management
Virginia
$548K – – –
WCG
634
Weaver Consulting Group
California
$543K +$106K +2,216 +27%
FFS
635
Founders Financial Securities
Maryland
$542K +$501K +10,448 New
OC
636
Oakworth Capital
Alabama
$541K +$32K +668 +7%
CIA
637
Capital Investment Advisors
Georgia
$540K -$9.2K -192 -2%
BCP
638
Blue Chip Partners
Michigan
$538K -$122K -2,544 -20%
FCH
639
Freestone Capital Holdings
Washington
$538K – – –
TFS
640
TrustCore Financial Services
Tennessee
$537K -$25.9K -540 -5%
RBFC
641
Roman Butler Fullerton & Co
Missouri
$537K +$149K +3,104 +43%
WI
642
Wintrust Investments
Illinois
$535K +$97K +2,024 +24%
AWA
643
Arkadios Wealth Advisors
Georgia
$534K +$17.8K +372 +4%
SWM
644
Stockman Wealth Management
Montana
$520K – – –
BBPWM
645
Blue Bell Private Wealth Management
Pennsylvania
$520K +$12.3K +256 +1%
FCA
646
FinTrust Capital Advisors
South Carolina
$516K -$94K -1,960 -16%
SPP
647
Single Point Partners
Massachusetts
$516K -$9.4K -196 -2%
GEA
648
Glen Eagle Advisors
New Jersey
$516K -$35.9K -748 -7%
CPO
649
Cerity Partners OCIO
New York
$513K – – –
PAG
650
Pinnacle Advisory Group
Maryland
$511K – – –
24 25
26
27 28