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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
926
Capital Planning Advisors
California
$953K – – –
DCM
927
Dimension Capital Management
Florida
$952K -$24.5K -265 -3%
LTI
928
Laffer Tengler Investments
Tennessee
$951K – – –
LWM
929
Lakeridge Wealth Management
Ohio
$951K +$4.34K +47 +0.5%
SWP
930
Semus Wealth Partners
Florida
$951K +$188K +2,033 +26%
LA
931
LexAurum Advisors
Kansas
$948K +$82.4K +893 +10%
LWM
932
LongView Wealth Management
Georgia
$942K -$3.6K -39 -0.4%
CCMG
933
Clark Capital Management Group
Pennsylvania
$941K +$701K +7,589 +339%
SYBT
934
Stock Yards Bank & Trust
Kentucky
$937K +$2.58K +28 +0.3%
TWC
935
TD Waterhouse Canada
Ontario, Canada
$937K -$23.5K -255 -3%
EC
936
Eaton-Cambridge
Arizona
$933K – – –
RSWA
937
Robinson Smith Wealth Advisors
Maine
$932K – – –
LAS
938
Lloyd Advisory Services
Georgia
$931K -$119K -1,293 -12%
TFO
939
Tarbox Family Office
California
$929K +$462 +5 +0.1%
PS
940
Planned Solutions
California
$928K +$13.1K +142 +1%
CWA
941
Consilio Wealth Advisors
Washington
$926K +$1.2K +13 +0.1%
ODIJL
942
One Day In July LLC
Vermont
$925K +$7.57K +82 +0.9%
FI
943
FWG Investments
Kentucky
$924K +$39.5K +428 +5%
AWM
944
Atticus Wealth Management
Florida
$921K -$17.6K -191 -2%
SHA
945
Seneca House Advisors
Virginia
$914K – – –
EWM
946
Empirical Wealth Management
Washington
$909K -$576K -6,243 -40%
TF
947
Tompkins Financial
New York
$907K -$7.48K -81 -0.8%
OC
948
Oakworth Capital
Alabama
$903K +$143K +1,546 +20%
EAM
949
Empirical Asset Management
Massachusetts
$902K -$65.5K -709 -7%
BFG
950
Beacon Financial Group
Texas
$902K +$98.3K +1,065 +13%
36 37
38
39 40