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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
776
Castle Wealth Management
Florida
$491K – – –
TPW
777
TL Private Wealth
Texas
$485K +$88.3K +1,470 +22%
WWM
778
Windsor Wealth Management
Indiana
$482K -$278K -4,629 -36%
FTUS
779
Flow Traders U.S.
New York
$481K -$1.63M -27,100 -77%
WFAG
780
Worth Financial Advisory Group
North Carolina
$478K +$491K +8,174 New
HCM
781
HMS Capital Management
Tennessee
$478K – – –
SWA
782
Strata Wealth Advisors
Texas
$477K +$489K +8,148 New
GLR
783
Great Lakes Retirement
Ohio
$476K +$489K +8,141 New
ST
784
Sageworth Trust
Pennsylvania
$476K -$17.2K -286 -3%
GJIA
785
Glass Jacobson Investment Advisors
Maryland
$475K +$488K +8,123 New
CGFA
786
Colton Groome Financial Advisors
North Carolina
$474K -$227K -3,778 -32%
CIA
787
Capital Investment Advisors
Georgia
$473K -$189K -3,146 -28%
EW
788
Enzi Wealth
Texas
$472K – – –
DBT
789
Dubuque Bank & Trust
Iowa
$471K – – –
NCM
790
Novare Capital Management
North Carolina
$469K -$345K -5,745 -42%
GI
791
GAMCO Investors
Connecticut
$468K – – –
FANJ
792
Financial Architects (New Jersey)
New Jersey
$466K +$97.9K +1,631 +26%
NP
793
NorthRock Partners
Minnesota
$465K +$115K +1,912 +32%
FT
794
Fiduciary Trust
Massachusetts
$460K +$25.2K +420 +6%
IIC
795
Ironwood Investment Counsel
Arizona
$459K – – –
WF
796
Welch & Forbes
Massachusetts
$458K – – –
PCS
797
Personal CFO Solutions
New Jersey
$458K -$230K -3,832 -34%
GAM
798
Gemmer Asset Management
California
$458K -$69.8K -1,162 -13%
SXL
799
Summit X LLC
Missouri
$452K -$2.1K -35 -0.5%
IWM
800
Iams Wealth Management
Nebraska
$451K +$463K +7,705 New
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32
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