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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
801
Disciplined Investments
Oklahoma
$577K -$184K -2,786 -25%
HCM
802
HMS Capital Management
Tennessee
$576K – – –
CAMG
803
CWA Asset Management Group
Florida
$575K -$33.7K -510 -6%
FA
804
Fiducient Advisors
Illinois
$574K -$323K -4,885 -37%
GLR
805
Great Lakes Retirement
Ohio
$574K – – –
TPW
806
TL Private Wealth
Texas
$574K -$14.9K -225 -3%
ST
807
Sageworth Trust
Pennsylvania
$573K – – –
FCA
808
FinTrust Capital Advisors
South Carolina
$573K – – –
DBT
809
Dubuque Bank & Trust
Iowa
$567K – – –
APW
810
Aurora Private Wealth
New Jersey
$566K -$70.5K -1,067 -12%
GI
811
GAMCO Investors
Connecticut
$564K – – –
TWM
812
Thrive Wealth Management
Pennsylvania
$563K +$6.68K +101 +1%
CGFA
813
Colton Groome Financial Advisors
North Carolina
$563K -$3.31K -50 -0.6%
DT
814
Diversified Trust
Tennessee
$562K +$176K +2,666 +50%
CGA
815
Crescent Grove Advisors
Illinois
$561K +$17.9K +271 +4%
HWA
816
HHM Wealth Advisors
Tennessee
$557K – – –
PCS
817
Personal CFO Solutions
New Jersey
$556K -$7.47K -113 -1%
IIC
818
Ironwood Investment Counsel
Arizona
$553K – – –
NCM
819
NCM Capital Management
New Jersey
$550K +$29.4K +445 +6%
CMP
820
Courage Miller Partners
Virginia
$546K -$51.4K -777 -9%
SSB
821
Sandy Spring Bank
Maryland
$544K +$15.2K +230 +3%
SFWA
822
Summit Financial Wealth Advisors
Louisiana
$544K – – –
FPGK
823
Financial Partners Group (Kansas)
Kansas
$543K -$43.3K -655 -8%
RMCM
824
Reynders McVeigh Capital Management
Massachusetts
$541K – – –
WWM
825
Windsor Wealth Management
Indiana
$536K – – –
31 32
33
34 35