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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
MI
901
Moneywise Inc
Virginia
$330K +$661 +11 +0.2%
CA
902
Crewe Advisors
Utah
$329K – – –
PL
903
Plancorp LLC
Missouri
$328K -$3.96K -66 -1%
SB
904
Sunflower Bank
Texas
$328K -$17.2K -286 -5%
CAM
905
Concorde Asset Management
Michigan
$328K +$781 +13 +0.2%
SFC
906
SYM Financial Corp
Indiana
$327K +$208K +3,465 +162%
FPIS
907
Financial Planning & Information Services
Wisconsin
$326K +$1.44K +24 +0.4%
IPW
908
Intergy Private Wealth
Colorado
$325K +$333K +5,552 New
BWM
909
BlackDiamond Wealth Management
New York
$324K – – –
BOPW
910
Brandywine Oak Private Wealth
Pennsylvania
$323K – – –
VC
911
Vicus Capital
Pennsylvania
$322K -$178K -2,960 -35%
TF
912
Tompkins Financial
New York
$322K – – –
PL
913
Parthenon LLC
Kentucky
$321K – – –
GGS
914
Galvin Gaustad & Stein
Arizona
$320K – – –
PFA
915
Pure Financial Advisors
California
$319K +$53.8K +896 +20%
CFG
916
Cooper Financial Group
California
$318K +$112K +1,859 +52%
SAM
917
Summit Asset Management
Tennessee
$318K +$38.7K +645 +13%
KWM
918
Kingsview Wealth Management
Oregon
$317K -$62.3K -1,037 -16%
WA1
919
Wimmer Associates 1
California
$316K – – –
FI
920
Financial Insights
Washington
$316K – – –
PAM
921
Palisade Asset Management
Minnesota
$313K – – –
PWP
922
Principle Wealth Partners
Connecticut
$311K -$13.5K -225 -4%
GP
923
Girard Partners
Pennsylvania
$311K – – –
FCP
924
Fidelis Capital Partners
Florida
$311K +$319K +5,311 New
DIA
925
Dana Investment Advisors
Wisconsin
$311K -$147K -2,444 -32%
35 36
37
38 39