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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
626
Arcadia Investment Advisors
Idaho
$855K -$245K -4,012 -23%
FA
627
Fountainhead AM
New Jersey
$849K +$1.77K +29 +0.2%
ES
628
Eagle Strategies
New York
$849K -$100K -1,638 -11%
LL
629
LPWM LLC
Minnesota
$847K +$97.4K +1,594 +14%
CC
630
Chicago Capital
Illinois
$844K -$45.5K -745 -5%
NFP
631
NorthLanding Financial Partners
New York
$844K +$428 +7 +0.1%
OSAM
632
O'Shaughnessy Asset Management
Connecticut
$843K +$6.36K +104 +0.8%
UCIG
633
Ulrich Consultants & Investment Group
New Mexico
$837K – – –
FA
634
Fiducient Advisors
Illinois
$833K -$52.1K -853 -6%
TIA
635
Tiemann Investment Advisors
California
$832K -$30.1K -492 -4%
MW
636
Marcum Wealth
Ohio
$831K -$173K -2,829 -18%
FCB
637
First Command Bank
Texas
$827K +$324K +5,302 +69%
FCFS
638
First Command Financial Services
Texas
$827K +$324K +5,302 +69%
QCG
639
Quadrant Capital Group
Ohio
$823K – – –
TPWA
640
TRUE Private Wealth Advisors
Oregon
$822K -$24.6K -403 -3%
SFG
641
StrategIQ Financial Group
Indiana
$819K +$367 +6 +0%
SPWG
642
Syntegra Private Wealth Group
Missouri
$819K +$17.3K +283 +2%
WA
643
Waverly Advisors
Alabama
$818K +$4.83K +79 +0.6%
AT
644
American Trust
Kentucky
$815K +$52.6K +860 +7%
ATFA
645
All Terrain Financial Advisors
Minnesota
$809K -$24.3K -397 -3%
PAS
646
Park Avenue Securities
New York
$808K -$51.9K -849 -6%
FCB
647
First County Bank
Connecticut
$806K -$313K -5,122 -29%
PWA
648
Providence Wealth Advisors
Illinois
$793K – – –
CFO
649
CVA Family Office
Colorado
$787K +$24.3K +397 +3%
SWM
650
SeaCrest Wealth Management
New York
$777K -$1.16K -19 -0.2%
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26
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