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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
876
Summit Financial Strategies
Ohio
$358K -$319K -5,308 -46%
FC
877
Fusion Capital
South Carolina
$357K -$12.1K -201 -3%
DWM
878
Darwin Wealth Management
Florida
$355K -$57.9K -964 -14%
IWA
879
Icon Wealth Advisors
Texas
$354K – – –
LJAC
880
L.J. Altfest & Co
New York
$351K – – –
WQ
881
Wealth Quarterback
New Jersey
$350K -$65.8K -1,095 -15%
EIA
882
Eldridge Investment Advisors
New Hampshire
$349K – – –
HWA
883
HCR Wealth Advisors
California
$345K – – –
DSC
884
Duncker Streett & Co
Missouri
$345K -$4.98K -83 -1%
CWP
885
Corepath Wealth Partners
Arizona
$345K – – –
MCM
886
Mengis Capital Management
Oregon
$345K -$3K -50 -0.8%
RFN
887
Redwood Financial Network
Ohio
$344K -$71.3K -1,188 -17%
AWS
888
AJ Wealth Strategies
New York
$344K -$45.2K -752 -11%
BTI
889
Blue Trust Inc
Georgia
$342K – – –
ONST
890
Old North State Trust
North Carolina
$339K -$9.61K -160 -3%
LWCFA
891
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$339K -$152K -2,524 -30%
GA
892
Goldstein Advisors
Wisconsin
$338K +$347K +5,771 New
EA
893
Echo45 Advisors
California
$338K +$347K +5,774 New
SFG
894
SNS Financial Group
Minnesota
$337K +$346K +5,763 New
BTWM
895
Baker Tilly Wealth Management
Wisconsin
$337K -$27.9K -465 -7%
SSB
896
Sandy Spring Bank
Maryland
$336K -$110K -1,832 -24%
OPWM
897
Oakwell Private Wealth Management
Texas
$334K – – –
FAM
898
Formidable Asset Management
Ohio
$333K – – –
AC
899
Abbrea Capital
California
$333K – – –
BC
900
Brio Consultants
California
$332K +$120 +2 +0%
34 35
36
37 38