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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
951
Covenant Asset Management
New Jersey
$233K – – –
FSWA
952
Financial Synergies Wealth Advisors
Texas
$231K +$220K +3,626 New
TIM
953
Tortoise Investment Management
New York
$230K -$6.06K -100 -3%
FMTC
954
Farmers & Merchants Trust Company
California
$230K – – –
PBF
955
Petix & Botte Financial
California
$230K – – –
GSWM
956
Golden State Wealth Management
California
$229K +$121 +2 +0.1%
ATWA
957
Arbor Trust Wealth Advisors
Michigan
$228K +$364 +6 +0.2%
HW
958
Hedeker Wealth
Illinois
$227K -$54.7K -902 -20%
VWM
959
Venturi Wealth Management
Texas
$222K -$87.2K -1,438 -29%
HG
960
Harbor Group
New Hampshire
$221K +$209K +3,453 New
WPW
961
Waldron Private Wealth
Pennsylvania
$220K +$209K +3,448 New
MFG
962
Merit Financial Group
Georgia
$219K -$2.52M -41,491 -92%
KF
963
Krilogy Financial
Missouri
$218K +$207K +3,419 New
CT
964
Caldwell Trust
Florida
$217K – – –
CL
965
CIM LLC
New York
$216K +$197K +3,252 New
AAS
966
Annex Advisory Services
Wisconsin
$216K +$206K +3,392 New
LS
967
Leelyn Smith
Illinois
$215K – – –
FCFC
968
First Citizens Financial Corp
Iowa
$214K +$204K +3,359 New
FAT
969
First American Trust
California
$214K +$204K +3,360 New
FNB
970
Farmers National Bank
Kentucky
$212K +$201K +3,320 New
HSWM
971
Hubbell Strickland Wealth Management
Louisiana
$210K +$200K +3,291 New
QCIG
972
Quad-Cities Investment Group
Iowa
$208K -$26.4K -436 -12%
WBG
973
Wharton Business Group
Pennsylvania
$208K -$20.6K -340 -9%
EW
974
Evoke Wealth
California
$208K +$121 +2 +0.1%
EWM
975
Echo Wealth Management
Minnesota
$208K +$198K +3,260 New
37 38
39
40 41