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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
GG
926
Gofen & Glossberg
Illinois
$269K +$42.9K +620 +20%
MFT
927
Moisand Fitzgerald Tamayo
Florida
$268K – – –
TCWM
928
Total Clarity Wealth Management
Illinois
$268K – – –
KF
929
Krilogy Financial
Missouri
$268K +$18.3K +265 +8%
SGK
930
Steigerwald Gordon & Koch
Virginia
$268K +$255K +3,681 New
SC
931
Steph & Co
Wisconsin
$267K – – –
BBNA
932
Bremer Bank National Association
Minnesota
$266K – – –
EP
933
Edgestream Partners
New Jersey
$266K +$253K +3,653 New
CAM
934
Covenant Asset Management
New Jersey
$265K – – –
FSWA
935
Financial Synergies Wealth Advisors
Texas
$264K +$623 +9 +0.2%
EIG
936
Ellenbecker Investment Group
Wisconsin
$264K -$11.4K -165 -4%
MAS
937
Managed Account Services
Florida
$264K -$4.01K -58 -2%
AL
938
Aspiriant LLC
California
$263K -$9.69K -140 -4%
MOS
939
MGO One Seven
Ohio
$262K -$41.3K -596 -14%
HCMT
940
Highland Capital Management (Tennessee)
Tennessee
$262K -$15.2K -220 -6%
PBF
941
Petix & Botte Financial
California
$262K – – –
DAM
942
Derbend Asset Management
Georgia
$262K +$249K +3,600 New
GSWM
943
Golden State Wealth Management
California
$261K +$69 +1 +0%
ATWA
944
Arbor Trust Wealth Advisors
Michigan
$261K +$623 +9 +0.3%
PSIWM
945
Paradigm Strategies in Wealth Management
Minnesota
$260K -$14.5K -209 -6%
RA
946
RFG Advisory
Alabama
$258K -$13.4K -194 -5%
LG
947
Leuthold Group
Minnesota
$258K +$30K +434 +14%
OBWG
948
Onyx Bridge Wealth Group
New York
$258K +$241K +3,478 New
FWI
949
Facet Wealth Inc
Maryland
$258K +$246K +3,552 New
CG
950
Caprock Group
Idaho
$257K +$24.4K +353 +11%
36 37
38
39 40