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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
AL
876
Aspiriant LLC
California
$998K +$310K +3,600 +50%
OSAM
877
O'Shaughnessy Asset Management
Connecticut
$994K -$76K -882 -8%
GPFA
878
Game Plan Financial Advisors
Ohio
$994K -$862 -10 -0.1%
WPC
879
Wedmont Private Capital
Pennsylvania
$989K +$172 +2 +0%
BOS
880
Bank of Stockton
California
$988K -$111K -1,291 -11%
HCM
881
Hollencrest Capital Management
California
$985K – – –
BFS
882
Burkett Financial Services
South Carolina
$981K -$80.5K -934 -8%
TPW
883
TL Private Wealth
Texas
$980K +$52.4K +608 +6%
SWM
884
Stockman Wealth Management
Montana
$971K +$2.33K +27 +0.3%
KWA
885
Kingswood Wealth Advisors
California
$969K +$585K +6,784 +184%
HCMT
886
Highland Capital Management (Tennessee)
Tennessee
$962K -$18.6K -216 -2%
LGW
887
Leslie Global Wealth
Illinois
$960K +$895K +10,379 New
MA
888
MONECO Advisors
Connecticut
$955K +$2.93K +34 +0.3%
PSF
889
Pacific Sun Financial
California
$954K -$16.4K -190 -2%
TWC
890
TD Waterhouse Canada
Ontario, Canada
$954K -$28K -325 -3%
PWA
891
Provenance Wealth Advisors
Florida
$950K -$31.2K -362 -3%
PWMG
892
Private Wealth Management Group
New Jersey
$950K -$64.7K -750 -7%
DCM
893
Dimension Capital Management
Florida
$944K – – –
CCWM
894
Cassaday & Co Wealth Management
Virginia
$942K +$27.8K +322 +3%
EAM
895
Empirical Asset Management
Massachusetts
$937K +$873K +10,129 New
CA
896
Calton & Associates
Florida
$934K +$1.38K +16 +0.2%
PCI
897
Planning Center Inc
Illinois
$929K – – –
AWM
898
Aprio Wealth Management
Georgia
$928K -$47.8K -555 -5%
SNB
899
Security National Bank
Nebraska
$928K – – –
IA
900
IFG Advisors
Missouri
$928K +$172 +2 +0%
34 35
36
37 38