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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
KWS
751
Keystone Wealth Services
California
$1.5M +$136K +1,577 +11%
RAS
752
RPS Advisory Solutions
Kentucky
$1.49M +$1.39M +16,124 New
MSA
753
Marino Stram & Associates
Massachusetts
$1.49M +$27.9K +324 +2%
WPC
754
White Pine Capital
Minnesota
$1.48M -$27.4K -318 -2%
CAM
755
Clarity Asset Management
Iowa
$1.47M +$102K +1,184 +8%
GFS
756
GYL Financial Synergies
Connecticut
$1.47M -$26K -302 -2%
MOS
757
MGO One Seven
Ohio
$1.47M +$345K +3,997 +34%
MSWM
758
McGlone Suttner Wealth Management
Wisconsin
$1.46M +$125K +1,449 +8%
CTC
759
Central Trust Company
Missouri
$1.46M -$30.2K -350 -2%
EWM
760
Empirical Wealth Management
Washington
$1.46M +$538K +6,243 +66%
FPFS
761
First Personal Financial Services
North Carolina
$1.45M +$86 +1 +0%
IWA
762
Inspirion Wealth Advisors
Illinois
$1.45M -$34.5K -400 -2%
FCA
763
FinTrust Capital Advisors
South Carolina
$1.45M +$168K +1,948 +14%
KIG
764
Kessler Investment Group
Indiana
$1.45M +$3.19K +37 +0.2%
OA
765
Operose Advisors
Wisconsin
$1.45M – – –
ACI
766
Alpha Cubed Investments
California
$1.45M -$11.5K -133 -0.8%
LA
767
Legacy Advisors
Pennsylvania
$1.44M – – –
RW
768
REDW Wealth
New Mexico
$1.44M – – –
FFA
769
First Foundation Advisors
California
$1.43M +$142K +1,650 +12%
SA
770
SpiderRock Advisors
Delaware
$1.43M -$1.02M -11,866 -44%
BWP
771
Balboa Wealth Partners
Arizona
$1.42M +$69.5K +806 +6%
9WM
772
9258 Wealth Management
Ohio
$1.41M -$3.28K -38 -0.2%
AEPWM
773
Atlantic Edge Private Wealth Management
Florida
$1.41M – – –
FA
774
Fiducient Advisors
Illinois
$1.41M +$398K +4,612 +43%
IAIM
775
International Assets Investment Management
Florida
$1.4M +$154K +1,783 +13%
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31
32 33