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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
TSW
926
Three Seasons Wealth
Utah
$760K +$150K +1,861 +26%
SWA
927
SOA Wealth Advisors
New York
$759K +$241 +3 +0%
CANC
928
Culbertson A N & Co
Virginia
$755K -$26.1K -325 -4%
RMCM
929
Reynders McVeigh Capital Management
Massachusetts
$752K – – –
CFD
930
Creative Financial Designs
Indiana
$750K -$362K -4,505 -34%
FWA
931
FSM Wealth Advisors
Ohio
$750K +$80 +1 +0%
CAMG
932
CWA Asset Management Group
Florida
$748K +$4.42K +55 +0.6%
MA
933
Montag & Associates
Georgia
$746K +$2.89K +36 +0.4%
BFS
934
Bare Financial Services
Pennsylvania
$743K +$401K +4,990 +120%
OC
935
Oakworth Capital
Alabama
$743K -$36K -448 -5%
TWM
936
Thrive Wealth Management
Pennsylvania
$741K +$64.9K +808 +10%
LSAG
937
Lake Street Advisors Group
New Hampshire
$739K +$80 +1 +0%
MWM
938
Meridian Wealth Management
Kentucky
$735K -$16.6K -207 -2%
NB
939
NBT Bank
New York
$734K +$122K +1,515 +21%
WCF
940
West Coast Financial
California
$732K – – –
T
941
Tidemark
California
$722K -$12.6K -157 -2%
4WM
942
4J Wealth Management
Virginia
$721K -$14.9K -185 -2%
CHC
943
City Holding Co
West Virginia
$721K +$37.8K +471 +6%
RW
944
Regimen Wealth
Georgia
$716K -$23.5K -293 -3%
CA
945
Continuum Advisory
Idaho
$714K +$332K +4,135 +96%
QCM
946
QRG Capital Management
Illinois
$714K +$12.9K +160 +2%
TCWM
947
Total Clarity Wealth Management
Illinois
$713K +$678K +8,444 New
SPP
948
Single Point Partners
Massachusetts
$710K – – –
FT
949
Fiduciary Trust
Massachusetts
$706K – – –
FPGK
950
Financial Partners Group (Kansas)
Kansas
$706K +$4.82K +60 +0.7%
36 37
38
39 40