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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
SFMG
826
Sage Financial Management Group
Virginia
$646K +$668K +9,438 New
AFA
827
American Financial Advisors
Georgia
$645K -$5.52K -78 -0.8%
CB
828
CNB Bank
Pennsylvania
$643K – – –
NCM
829
Neumann Capital Management
California
$643K – – –
SWA
830
SOA Wealth Advisors
New York
$643K +$76.1K +1,076 +13%
SC
831
Scotia Capital
Ontario, Canada
$640K +$637 +9 +0.1%
NFP
832
NorthLanding Financial Partners
New York
$639K +$4.88K +69 +0.7%
GC
833
Garde Capital
Washington
$637K +$658K +9,304 New
AWM
834
Alterna Wealth Management
Texas
$635K +$657K +9,281 New
CANC
835
Culbertson A N & Co
Virginia
$634K – – –
CA
836
CoreCap Advisors
Michigan
$633K -$399K -5,645 -38%
SWM
837
Solano Wealth Management
California
$630K -$63.7K -900 -9%
LHC
838
Little House Capital
Massachusetts
$625K – – –
ICP
839
Interchange Capital Partners
Pennsylvania
$624K +$646K +9,123 New
GLR
840
Great Lakes Retirement
Ohio
$623K +$66.5K +939 +12%
TPW
841
TL Private Wealth
Texas
$620K +$45.1K +637 +8%
KPWG
842
KFA Private Wealth Group
Virginia
$618K – – –
TWP
843
TFO Wealth Partners
Ohio
$612K – – –
JWBC
844
J.W. Burns & Co
New York
$611K -$29.6K -418 -4%
SHFP
845
Second Half Financial Partners
Florida
$610K -$8.18M -115,569 -93%
BHWM
846
Bar Harbor Wealth Management
New Hampshire
$610K -$42.7K -603 -6%
RMCM
847
Reynders McVeigh Capital Management
Massachusetts
$609K +$86.1K +1,217 +16%
USCWA
848
U.S. Capital Wealth Advisors
Texas
$608K +$339K +4,786 +117%
FWA
849
FSM Wealth Advisors
Ohio
$607K – – –
FA
850
FDx Advisors
Illinois
$606K +$627K +8,854 New
32 33
34
35 36