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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
726
Asset Dedication LLC
California
$608K +$13.9K +182 +2%
OPS
727
Orion Portfolio Solutions
Nebraska
$608K +$81K +1,063 +15%
FPGK
728
Financial Partners Group (Kansas)
Kansas
$607K +$3.43K +45 +0.6%
EP
729
Edgestream Partners
New Jersey
$605K +$346K +4,539 +124%
AC
730
Addison Capital
Pennsylvania
$600K – – –
VHAM
731
Van Hulzen Asset Management
California
$600K +$11.4K +150 +2%
CIAS
732
CFS Investment Advisory Services
New Jersey
$596K +$614K +8,061 New
TPW
733
TL Private Wealth
Texas
$592K +$839 +11 +0.1%
MFG
734
Magnus Financial Group
New York
$592K +$12.4K +163 +2%
RWA
735
RGT Wealth Advisors
Texas
$591K -$70.7K -928 -10%
ICG
736
InterOcean Capital Group
Tennessee
$591K – – –
ACP
737
Arcus Capital Partners
Georgia
$587K +$457 +6 +0.1%
AI
738
AXS Investments
New York
$587K +$605K +7,939 New
CA
739
Claro Advisors
Massachusetts
$585K – – –
FNC
740
First National Corp
Massachusetts
$581K +$518K +6,797 +638%
SIC
741
Sigma Investment Counselors
Michigan
$579K -$11.4K -150 -2%
BWA
742
BlueSky Wealth Advisors
North Carolina
$578K – – –
CT
743
Cambridge Trust
Massachusetts
$576K – – –
TWM
744
Titus Wealth Management
California
$576K +$76 +1 +0%
WCG
745
Weaver Consulting Group
California
$575K – – –
CMP
746
Courage Miller Partners
Virginia
$569K -$69.5K -912 -11%
GC
747
Gratus Capital
Georgia
$562K – – –
FNBOSM
748
First National Bank of South Miami
Florida
$556K -$13.9K -182 -2%
SB
749
Sunflower Bank
Texas
$553K – – –
DIA
750
Dana Investment Advisors
Wisconsin
$548K +$80.5K +1,056 +17%
28 29
30
31 32