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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
726
Corundum Group
Colorado
$335K – – –
ONST
727
Old North State Trust
North Carolina
$331K – – –
FAN
728
Financial Advisors Network
California
$328K +$95.7K +2,064 +44%
PG
729
Prostatis Group
Maryland
$327K +$314K +6,764 New
DIS
730
Diversified Investment Strategies
Louisiana
$326K -$9.27K -200 -3%
JGIA
731
Jackson Grant Investment Advisers
Connecticut
$324K +$1.85K +40 +0.6%
CSM
732
CAMG Solamere Management
North Carolina
$320K – – –
CFO
733
CVA Family Office
Colorado
$320K +$306K +6,600 New
FAM
734
Formidable Asset Management
Ohio
$319K +$292K +6,300 New
FPIS
735
Financial Planning & Information Services
Wisconsin
$318K +$4.26K +92 +1%
HIA
736
Harbor Investment Advisory
Maryland
$317K +$304K +6,556 New
CWM
737
Chesapeake Wealth Management
Virginia
$315K – – –
MFW
738
Mosaic Family Wealth
Missouri
$312K +$6.67K +144 +2%
AP
739
Atwood & Palmer
Missouri
$311K – – –
AC
740
Abbrea Capital
California
$310K – – –
WF
741
Welch & Forbes
Massachusetts
$308K – – –
CCB
742
Cutter & Co Brokerage
Missouri
$305K -$138K -2,976 -32%
DI
743
DFPG Investments
Utah
$302K – – –
FWM
744
Filbrandt Wealth Management
Wisconsin
$301K +$288K +6,220 New
OPS
745
Orion Portfolio Solutions
Nebraska
$300K +$287K +6,188 New
GIA
746
Guyasuta Investment Advisors
Pennsylvania
$297K – – –
RMDI
747
R.M. Davis Inc
Maine
$296K – – –
VBFG
748
Vishria Bird Financial Group
Tennessee
$296K – – –
SPL
749
Smart Portfolios LLC
Washington
$295K -$7.6K -164 -3%
IC
750
InterOcean Capital
Illinois
$295K – – –
28 29
30
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