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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
826
TrinityPoint Wealth
Connecticut
$236K +$218K +4,552 New
MOS
827
MGO One Seven
Ohio
$234K -$68.1K -1,420 -24%
AC
828
Alexandria Capital
Virginia
$234K +$216K +4,508 New
LG
829
Leuthold Group
Minnesota
$233K +$216K +4,496 New
TCM
830
Telos Capital Management
California
$232K +$214K +4,472 New
PCIA
831
Prime Capital Investment Advisors
Kansas
$231K -$69.4K -1,448 -25%
FNBOO
832
First National Bank of Omaha
Nebraska
$230K -$106K -2,204 -33%
WLPWM
833
Walled Lake Planning & Wealth Management
Illinois
$230K -$10.5K -220 -5%
T
834
TrueFG
Texas
$230K +$213K +4,436 New
FEM
835
Fulcrum Equity Management
Texas
$230K +$213K +4,440 New
CAN
836
Claraphi Advisory Network
United States
$229K -$352K -7,340 -62%
WHG
837
Westwood Holdings Group
Texas
$229K -$55.6K -1,160 -21%
CPSAC
838
Chas P. Smith & Associates (CPS)
Florida
$229K +$212K +4,420 New
GPA
839
Garrison Point Advisors
California
$229K +$212K +4,420 New
BAAM
840
Baker Avenue Asset Management
California
$229K +$212K +4,424 New
RCA
841
Rex Capital Advisors
Rhode Island
$227K +$210K +4,372 New
RHP
842
Royal Harbor Partners
Texas
$227K +$210K +4,380 New
VAM
843
Verity Asset Management
North Carolina
$224K +$193K +4,024 New
AC
844
Apella Capital
Connecticut
$223K +$206K +4,292 New
SHGA
845
Sand Hill Global Advisors
California
$223K +$206K +4,292 New
FNC
846
First National Corp
Massachusetts
$221K +$204K +4,260 New
SAM
847
Summit Asset Management
Tennessee
$221K +$204K +4,260 New
UWPG
848
Ullmann Wealth Partners Group
Florida
$219K +$202K +4,216 New
NHC
849
Nicholas Hoffman & Company
Georgia
$217K +$200K +4,180 New
EIG
850
Ellenbecker Investment Group
Wisconsin
$215K +$198K +4,136 New
32 33
34
35 36