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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
901
Baker Tilly Wealth Management
Wisconsin
$466K – – –
FPIS
902
Financial Planning & Information Services
Wisconsin
$465K -$20.5K -255 -4%
RRWA
903
Rainey & Randall Wealth Advisors
Florida
$464K +$725 +9 +0.2%
BOPW
904
Brandywine Oak Private Wealth
Pennsylvania
$462K -$228K -2,830 -34%
PL
905
Parthenon LLC
Kentucky
$459K – – –
ZIG
906
Zullo Investment Group
Pennsylvania
$459K +$442K +5,488 New
ACG
907
Allen Capital Group
Nebraska
$457K -$16.8K -209 -4%
ONST
908
Old North State Trust
North Carolina
$457K -$15.2K -189 -3%
B
909
Bensler
Washington
$456K +$439K +5,450 New
TCA
910
Transcend Capital Advisors
New Jersey
$454K +$81 +1 +0%
RWA
911
Redhawk Wealth Advisors
Minnesota
$453K +$437K +5,419 New
BMWM
912
Brown Miller Wealth Management
Virginia
$452K -$64.9K -805 -13%
WA1
913
Wimmer Associates 1
California
$452K – – –
KFI
914
Key Financial Inc
Pennsylvania
$450K – – –
PAM
915
Palisade Asset Management
Minnesota
$448K – – –
PWP
916
Principle Wealth Partners
Connecticut
$445K – – –
RBC
917
Roble Belko & Company
Pennsylvania
$443K – – –
WWM
918
WT Wealth Management
Arizona
$442K – – –
3LCM
919
3D/L Capital Management
Connecticut
$440K -$1.37K -17 -0.3%
EB
920
Eastern Bank
Massachusetts
$439K – – –
SFG
921
SNS Financial Group
Minnesota
$437K -$32.2K -400 -7%
AA
922
Ancora Advisors
Ohio
$437K +$81 +1 +0%
NL
923
Navalign LLC
California
$436K – – –
KCM
924
KRS Capital Management
Michigan
$436K +$421K +5,220 New
WAM
925
WNY Asset Management
New York
$433K – – –
35 36
37
38 39