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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
726
Oakworth Capital
Alabama
$710K +$31.7K +479 +5%
SIC
727
Sigma Investment Counselors
Michigan
$710K -$52.8K -798 -7%
FRA
728
Front Row Advisors
California
$709K +$1.98K +30 +0.3%
KW
729
KWB Wealth
California
$709K -$5.29K -80 -0.8%
BONH
730
Bank of New Hampshire
New Hampshire
$707K – – –
SXL
731
Summit X LLC
Missouri
$706K +$166K +2,510 +33%
IA
732
IFG Advisors
Missouri
$705K +$331 +5 +0%
AWM
733
Aprio Wealth Management
Georgia
$705K -$41.5K -628 -6%
WP
734
Westmount Partners
California
$704K +$463 +7 +0.1%
SKK
735
Shepherd Kaplan Krochuk
Massachusetts
$703K -$20.5K -310 -3%
AWA
736
Alta Wealth Advisors
Massachusetts
$702K – – –
CPA
737
Capital Planning Advisors
California
$702K – – –
FDCC
738
Foster Dykema Cabot & Co
Massachusetts
$701K -$3.17K -48 -0.5%
LTI
739
Laffer Tengler Investments
Tennessee
$700K – – –
SWM
740
Sendero Wealth Management
Texas
$695K +$652K +9,866 New
CCWM
741
Cassaday & Co Wealth Management
Virginia
$695K -$946K -14,306 -59%
CA
742
Calton & Associates
Florida
$691K -$10.8K -164 -2%
CWA
743
Consilio Wealth Advisors
Washington
$687K -$2.38K -36 -0.4%
TFO
744
Tarbox Family Office
California
$682K – – –
BHWM
745
Bar Harbor Wealth Management
New Hampshire
$671K -$48.2K -729 -7%
AFA
746
American Financial Advisors
Georgia
$670K +$529 +8 +0.1%
PB
747
Pinnacle Bancorp
Nebraska
$670K -$2.58K -39 -0.4%
WSTAM
748
Wilbanks Smith & Thomas Asset Management
Virginia
$667K – – –
NCM
749
Neumann Capital Management
California
$663K -$13.2K -200 -2%
CB
750
CNB Bank
Pennsylvania
$663K – – –
28 29
30
31 32