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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
MFT
926
Moisand Fitzgerald Tamayo
Florida
$240K – – –
WB
927
WesBanco Bank
West Virginia
$240K +$238K +3,678 New
TCWM
928
Total Clarity Wealth Management
Illinois
$240K +$238K +3,687 New
SC
929
Steph & Co
Wisconsin
$239K -$118K -1,828 -33%
OHIS
930
Oak Harvest Investment Services
Texas
$239K +$259 +4 +0.1%
CAM
931
Covenant Asset Management
New Jersey
$238K – – –
HG
932
Harbor Group
New Hampshire
$238K +$194 +3 +0.1%
BBNA
933
Bremer Bank National Association
Minnesota
$238K +$236K +3,648 New
FSWA
934
Financial Synergies Wealth Advisors
Texas
$236K – – –
TA
935
TruWealth Advisors
Louisiana
$235K -$11.2K -174 -5%
TIM
936
Tortoise Investment Management
New York
$235K – – –
FMTC
937
Farmers & Merchants Trust Company
California
$234K – – –
GSWM
938
Golden State Wealth Management
California
$234K – – –
PBF
939
Petix & Botte Financial
California
$234K – – –
ATWA
940
Arbor Trust Wealth Advisors
Michigan
$233K – – –
HW
941
Hedeker Wealth
Illinois
$231K – – –
BC
942
Burney Company
Virginia
$227K -$17.6K -272 -7%
VWM
943
Venturi Wealth Management
Texas
$227K – – –
WPW
944
Waldron Private Wealth
Pennsylvania
$224K – – –
KF
945
Krilogy Financial
Missouri
$223K +$388 +6 +0.2%
CT
946
Caldwell Trust
Florida
$221K – – –
AAS
947
Annex Advisory Services
Wisconsin
$221K – – –
CL
948
CIM LLC
New York
$221K – – –
WBG
949
Wharton Business Group
Pennsylvania
$220K +$8.4K +130 +4%
PWPS
950
Pinnacle Wealth Planning Services
Ohio
$219K -$146K -2,265 -40%
36 37
38
39 40