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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
1WM
651
1900 Wealth Management
Texas
$1.08M +$253K +3,136 +32%
VR
652
Viridian RIA
Washington
$1.08M +$1.04M +12,873 New
TFGT
653
TS Financial Group (TSFG)
Illinois
$1.07M -$11.7K -145 -1%
KJWM
654
Kiley Juergens Wealth Management
Washington
$1.07M -$51.2K -635 -5%
FT
655
Fiduciary Trust
Massachusetts
$1.06M – – –
CIAS
656
CFS Investment Advisory Services
New Jersey
$1.06M +$468K +5,807 +72%
IC
657
IEQ Capital
California
$1.06M – – –
DI
658
Disciplined Investments
Oklahoma
$1.06M +$8.06K +100 +0.8%
BBHC
659
Brown Brothers Harriman & Co
New York
$1.05M – – –
TFO
660
Tarbox Family Office
California
$1.05M +$483 +6 +0%
GPFA
661
Game Plan Financial Advisors
Ohio
$1.05M – – –
FHA
662
Flagship Harbor Advisors
Massachusetts
$1.04M -$85.7K -1,064 -8%
FC
663
Ferris Capital
Massachusetts
$1.04M – – –
FCH
664
Freestone Capital Holdings
Washington
$1.03M +$67.3K +836 +7%
NDSI
665
Newman Dignan & Sheerar Inc
Rhode Island
$1.02M +$81 +1 +0%
FDCDDQ
666
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.02M +$45.9K +570 +5%
AA
667
Advisory Alpha
Michigan
$1.02M +$2.1K +26 +0.2%
PWA
668
Providence Wealth Advisors
Illinois
$1.02M – – –
UFA
669
US Financial Advisors
Massachusetts
$1.01M +$7.49K +93 +0.8%
IAIM
670
International Assets Investment Management
Florida
$1.01M -$68.4K -849 -7%
MPM
671
Meritage Portfolio Management
Kansas
$1M – – –
DC
672
Davenport & Co
Virginia
$1M -$353K -4,377 -27%
APW
673
Aurora Private Wealth
New Jersey
$999K -$24K -298 -2%
TI
674
Truepoint Inc
Ohio
$991K – – –
FNT
675
First Nebraska Trust
Nebraska
$989K -$50.4K -625 -5%
25 26
27
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