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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
CANC
726
Culbertson A N & Co
Virginia
$536K – – –
AFG
727
Albion Financial Group
Utah
$532K – – –
PWM
728
Pinnacle Wealth Management
California
$532K +$598K +9,197 New
HWA
729
HHM Wealth Advisors
Tennessee
$531K – – –
MA
730
MCF Advisors
Kentucky
$531K – – –
SFO
731
Stokes Family Office
Louisiana
$529K -$377K -5,809 -39%
LHC
732
Little House Capital
Massachusetts
$529K +$254K +3,913 +75%
PB
733
Pinnacle Bancorp
Nebraska
$527K – – –
PIA
734
Pinion Investment Advisors
Kansas
$522K – – –
SHFP
735
Second Half Financial Partners
Florida
$522K +$586K +9,021 New
GAM
736
Gemmer Asset Management
California
$520K +$4.09K +63 +0.7%
KFA
737
Kelleher Financial Advisors
New York
$520K +$585K +9,000 New
CAMG
738
CWA Asset Management Group
Florida
$516K -$129K -1,993 -18%
CMP
739
Courage Miller Partners
Virginia
$514K +$9.1K +140 +2%
FWA
740
FSM Wealth Advisors
Ohio
$514K +$312K +4,808 +118%
CCM
741
Covington Capital Management
California
$512K +$304K +4,676 +112%
WSTAM
742
Wilbanks Smith & Thomas Asset Management
Virginia
$510K +$44.6K +687 +8%
PFM
743
Phillips Financial Management
Indiana
$509K +$572K +8,798 New
KWM
744
Keebeck Wealth Management
Illinois
$508K +$285K +4,380 +99%
UFA
745
US Financial Advisors
Massachusetts
$506K -$43.3K -666 -7%
BWA
746
BlueSky Wealth Advisors
North Carolina
$505K +$63K +970 +12%
CA
747
CoreCap Advisors
Michigan
$504K -$512K -7,874 -47%
JFG
748
JMG Financial Group
Illinois
$504K – – –
RBFC
749
Roman Butler Fullerton & Co
Missouri
$503K +$715 +11 +0.1%
TWP
750
TFO Wealth Partners
Ohio
$502K – – –
28 29
30
31 32