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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
FIB
651
First Interstate Bancsystem
Montana
$679K +$675K +10,435 New
RBFC
652
Roman Butler Fullerton & Co
Missouri
$674K +$453 +7 +0.1%
OC
653
Oakworth Capital
Alabama
$669K -$9.44K -146 -1%
FCA
654
FinTrust Capital Advisors
South Carolina
$663K – – –
SWA
655
Sutton Wealth Advisors
Florida
$658K – – –
SQA
656
Simon Quick Advisors
New Jersey
$654K +$12.2K +188 +2%
WAP
657
Wealthcare Advisory Partners
Pennsylvania
$654K +$26.1K +403 +4%
BCP
658
Blue Chip Partners
Michigan
$653K -$64.3K -994 -9%
CIA
659
Capital Investment Advisors
Georgia
$653K -$53.4K -826 -8%
VR
660
Viridian RIA
Washington
$652K -$660K -10,213 Closed
TWM
661
Tradition Wealth Management
Minnesota
$650K -$15.2K -235 -2%
SPP
662
Single Point Partners
Massachusetts
$650K -$5.43K -84 -0.8%
BC
663
Bartlett & Co
Ohio
$648K +$25.9K +400 +4%
BCWM
664
Bartlett & Co Wealth Management
Ohio
$648K +$25.9K +400 +4%
LTI
665
Laffer Tengler Investments
Tennessee
$647K -$49.3K -763 -7%
PS
666
Planned Solutions
California
$644K – – –
PAG
667
Pinnacle Advisory Group
Maryland
$644K +$108K +1,664 +20%
CFG
668
Cooper Financial Group
California
$643K -$1.05M -16,243 -62%
BFA
669
Beaumont Financial Advisors
Massachusetts
$642K -$24.8K -384 -4%
DT
670
Diversified Trust
Tennessee
$641K – – –
FWCM
671
Ferguson Wellman Capital Management
Oregon
$639K +$27.8K +430 +5%
FCB
672
First Command Bank
Texas
$635K -$88.9K -1,375 -12%
FCFS
673
First Command Financial Services
Texas
$635K -$88.9K -1,375 -12%
SWA
674
Sax Wealth Advisors
New Jersey
$634K – – –
IFAM
675
Institutional & Family Asset Management
Colorado
$629K -$414K -6,411 -40%
25 26
27
28 29