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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
776
Ironwood Investment Counsel
Arizona
$473K +$238K +3,600 +85%
JFGIW
777
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$469K – – –
DIA
778
Dana Investment Advisors
Wisconsin
$468K -$214K -3,239 -29%
KWM
779
Kingsview Wealth Management
Oregon
$468K -$183K -2,762 -26%
BWA
780
BlueSky Wealth Advisors
North Carolina
$468K – – –
PCMC
781
Private Capital Management (Colorado)
Colorado
$466K – – –
FNC
782
First National Corp
Massachusetts
$464K – – –
DWM
783
Darwin Wealth Management
Florida
$463K -$3.38K -51 -0.7%
HCA
784
Heck Capital Advisors
Wisconsin
$463K -$159K -2,400 -24%
APW
785
Aurora Private Wealth
New Jersey
$462K -$264K -3,990 -34%
EWM
786
Empirical Wealth Management
Washington
$461K -$112K -1,696 -18%
DSC
787
Duncker Streett & Co
Missouri
$455K -$35.9K -542 -7%
CGPCS
788
Capital Group Private Client Services
California
$453K -$78.6K -1,188 -14%
SXL
789
Summit X LLC
Missouri
$450K -$4.9K -74 -1%
WQ
790
Wealth Quarterback
New Jersey
$450K +$494K +7,464 New
DT
791
Diversified Trust
Tennessee
$448K -$55.5K -839 -10%
AI
792
Accredited Investors
Minnesota
$447K +$8.74K +132 +2%
RDFA
793
Ritter Daniher Financial Advisory
Ohio
$447K +$374K +5,648 +322%
SIC
794
Salem Investment Counselors
North Carolina
$446K +$12.6K +190 +3%
MCM
795
Murphy Capital Management
New Jersey
$443K +$5.69K +86 +1%
HCM
796
Hollencrest Capital Management
California
$442K – – –
MM
797
Meridian Management
Arkansas
$439K – – –
GWM
798
GDS Wealth Management
Texas
$436K -$57K -862 -11%
IWS
799
Insight Wealth Strategies
California
$436K -$17.3K -262 -4%
RF
800
Resolute Financial
Massachusetts
$434K +$54.3K +820 +13%
30 31
32
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