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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
626
CreativeOne Wealth
Kansas
$747K -$1.04M -16,075 -58%
FA
627
Fountainhead AM
New Jersey
$746K -$14.5K -225 -2%
MMHP
628
Murphy Middleton Hinkle & Parker
Georgia
$738K +$323 +5 +0%
LFF
629
Level Four Financial
Texas
$737K -$73.5K -1,137 -9%
CTA
630
Colonial Trust Advisors
South Carolina
$734K -$64.6K -999 -8%
DI
631
Disciplined Investments
Oklahoma
$732K -$18.7K -289 -3%
MA
632
Montag & Associates
Georgia
$728K -$528K -8,172 -42%
MWM
633
McNaughton Wealth Management
California
$725K -$5.43K -84 -0.7%
FA
634
Fiducient Advisors
Illinois
$720K – – –
BOPW
635
Brandywine Oak Private Wealth
Pennsylvania
$716K – – –
KWM
636
Kingsview Wealth Management
Oregon
$709K -$341K -5,272 -33%
WWM
637
Windsor Wealth Management
Indiana
$706K – – –
FRA
638
Front Row Advisors
California
$705K -$36.7K -568 -5%
AIA
639
Arbor Investment Advisors
North Carolina
$704K – – –
FCH
640
Freestone Capital Holdings
Washington
$704K – – –
JAG
641
Journey Advisory Group
Kentucky
$698K – – –
ACWM
642
Adams Chetwood Wealth Management
North Carolina
$696K – – –
PCA
643
Personal Capital Advisors
California
$695K -$457K -7,071 -40%
RPC
644
Rossmore Private Capital
Connecticut
$695K – – –
SSB
645
Sandy Spring Bank
Maryland
$693K -$54.3K -840 -7%
SWM
646
Stockman Wealth Management
Montana
$689K +$36.2K +560 +6%
KW
647
KWB Wealth
California
$686K -$6.92K -107 -1%
PP
648
Prosperity Planning
Missouri
$685K -$283K -4,370 -29%
HIA
649
Harbor Investment Advisory
Maryland
$685K -$4.65K -72 -0.7%
LL
650
LPWM LLC
Minnesota
$682K +$33K +511 +5%
24 25
26
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