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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
726
Pinnacle Wealth Management
California
$532K +$598K +9,197 New
HWA
727
HHM Wealth Advisors
Tennessee
$531K – – –
MA
728
MCF Advisors
Kentucky
$531K – – –
SFO
729
Stokes Family Office
Louisiana
$529K -$377K -5,809 -39%
LHC
730
Little House Capital
Massachusetts
$529K +$254K +3,913 +75%
PB
731
Pinnacle Bancorp
Nebraska
$527K – – –
PIA
732
Pinion Investment Advisors
Kansas
$522K – – –
SHFP
733
Second Half Financial Partners
Florida
$522K +$586K +9,021 New
GAM
734
Gemmer Asset Management
California
$520K +$4.09K +63 +0.7%
KFA
735
Kelleher Financial Advisors
New York
$520K +$585K +9,000 New
CAMG
736
CWA Asset Management Group
Florida
$516K -$129K -1,993 -18%
CMP
737
Courage Miller Partners
Virginia
$514K +$9.1K +140 +2%
FWA
738
FSM Wealth Advisors
Ohio
$514K +$312K +4,808 +118%
CCM
739
Covington Capital Management
California
$512K +$304K +4,676 +112%
WSTAM
740
Wilbanks Smith & Thomas Asset Management
Virginia
$510K +$44.6K +687 +8%
PFM
741
Phillips Financial Management
Indiana
$509K +$572K +8,798 New
KWM
742
Keebeck Wealth Management
Illinois
$508K +$285K +4,380 +99%
UFA
743
US Financial Advisors
Massachusetts
$506K -$43.3K -666 -7%
BWA
744
BlueSky Wealth Advisors
North Carolina
$505K +$63K +970 +12%
CA
745
CoreCap Advisors
Michigan
$504K -$512K -7,874 -47%
JFG
746
JMG Financial Group
Illinois
$504K – – –
RBFC
747
Roman Butler Fullerton & Co
Missouri
$503K +$715 +11 +0.1%
TWP
748
TFO Wealth Partners
Ohio
$502K – – –
PWPS
749
Pinnacle Wealth Planning Services
Ohio
$500K -$464K -7,134 -45%
HCA
750
Heck Capital Advisors
Wisconsin
$499K +$62.2K +958 +12%
28 29
30
31 32