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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
651
Community Bank
New York
$1.08M – – –
SFS
652
Security Financial Services
Indiana
$1.08M +$1.04M +12,881 New
1WM
653
1900 Wealth Management
Texas
$1.08M +$253K +3,136 +32%
VR
654
Viridian RIA
Washington
$1.08M +$1.04M +12,873 New
TFGT
655
TS Financial Group (TSFG)
Illinois
$1.07M -$11.7K -145 -1%
KJWM
656
Kiley Juergens Wealth Management
Washington
$1.07M -$51.2K -635 -5%
FT
657
Fiduciary Trust
Massachusetts
$1.06M – – –
CIAS
658
CFS Investment Advisory Services
New Jersey
$1.06M +$468K +5,807 +72%
IC
659
IEQ Capital
California
$1.06M – – –
DI
660
Disciplined Investments
Oklahoma
$1.06M +$8.06K +100 +0.8%
BBHC
661
Brown Brothers Harriman & Co
New York
$1.05M – – –
TFO
662
Tarbox Family Office
California
$1.05M +$483 +6 +0%
GPFA
663
Game Plan Financial Advisors
Ohio
$1.05M – – –
FHA
664
Flagship Harbor Advisors
Massachusetts
$1.04M -$85.7K -1,064 -8%
FC
665
Ferris Capital
Massachusetts
$1.04M – – –
FCH
666
Freestone Capital Holdings
Washington
$1.03M +$67.3K +836 +7%
NDSI
667
Newman Dignan & Sheerar Inc
Rhode Island
$1.02M +$81 +1 +0%
FDCDDQ
668
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.02M +$45.9K +570 +5%
AA
669
Advisory Alpha
Michigan
$1.02M +$2.1K +26 +0.2%
PWA
670
Providence Wealth Advisors
Illinois
$1.02M – – –
UFA
671
US Financial Advisors
Massachusetts
$1.01M +$7.49K +93 +0.8%
IAIM
672
International Assets Investment Management
Florida
$1.01M -$68.4K -849 -7%
MPM
673
Meritage Portfolio Management
Kansas
$1M – – –
DC
674
Davenport & Co
Virginia
$1M -$353K -4,377 -27%
APW
675
Aurora Private Wealth
New Jersey
$999K -$24K -298 -2%
25 26
27
28 29