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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
651
StrategIQ Financial Group
Indiana
$749K +$48.3K +805 +7%
CB
652
Community Bank
New York
$748K – – –
PCI
653
Planning Center Inc
Illinois
$747K -$6.3K -105 -0.8%
WA
654
Waverly Advisors
Alabama
$745K +$71.3K +1,187 +10%
BCG
655
Breakwater Capital Group
New Jersey
$743K +$763K +12,706 New
CWA
656
Consilio Wealth Advisors
Washington
$740K -$403K -6,712 -35%
AA
657
Argent Advisors
Louisiana
$735K -$13K -217 -2%
SPWG
658
Syntegra Private Wealth Group
Missouri
$733K +$752K +12,529 New
PCM
659
Perritt Capital Management
Illinois
$724K -$68.3K -1,138 -8%
MLL
660
Moody Lynn & Lieberson
Massachusetts
$721K +$740K +12,330 New
TTWM
661
TCV Trust & Wealth Management
Virginia
$717K +$735K +12,249 New
GPFA
662
Game Plan Financial Advisors
Ohio
$716K – – –
SWM
663
SeaCrest Wealth Management
New York
$713K +$240 +4 +0%
MWA
664
Monograph Wealth Advisors
California
$707K +$350K +5,825 +93%
PWA
665
Providence Wealth Advisors
Illinois
$706K -$2.1K -35 -0.3%
MPM
666
Meritage Portfolio Management
Kansas
$700K – – –
PMG
667
ProVise Management Group
Florida
$699K -$118K -1,957 -14%
CFO
668
CVA Family Office
Colorado
$697K +$439K +7,318 +159%
CA
669
Calton & Associates
Florida
$696K -$420 -7 -0.1%
3LCM
670
3D/L Capital Management
Connecticut
$695K +$487K +8,114 +216%
FPW
671
Flagship Private Wealth
Massachusetts
$693K – – –
LF
672
LifeSteps Financial
California
$688K – – –
LL
673
LPWM LLC
Minnesota
$687K +$54.3K +904 +8%
AT
674
American Trust
Kentucky
$685K -$647K -10,779 -48%
FNT
675
First National Trust
Pennsylvania
$683K -$9.67K -161 -1%
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27
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