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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
VBFG
976
Vishria Bird Financial Group
Tennessee
$254K -$111K -1,670 -28%
WA
977
Wealth Alliance
New York
$254K -$77.2K -1,166 -22%
HAS
978
Holland Advisory Services
Florida
$254K -$9.53K -144 -3%
RWM
979
Ritholtz Wealth Management
New York
$253K -$33.1K -500 -11%
ERIC
980
Eagle Rock Investment Company
Georgia
$253K +$278K +4,200 New
CCM
981
Covington Capital Management
California
$252K – – –
SWA
982
SOA Wealth Advisors
New York
$251K +$24.2K +365 +10%
JCM
983
Jag Capital Management
Missouri
$249K -$8.54K -129 -3%
JWM
984
JFG Wealth Management
Colorado
$249K – – –
ASFA
985
All Season Financial Advisors
Colorado
$249K +$46.2K +698 +20%
GFS
986
GYL Financial Synergies
Connecticut
$247K +$271K +4,092 New
SSW
987
Smith Shellnut Wilson
Mississippi
$246K – – –
SNB
988
Security National Bank
Nebraska
$246K +$66.2K +1,000 +33%
GPA
989
Garrison Point Advisors
California
$245K -$9.93K -150 -4%
SC
990
SouthState Corp
Florida
$244K +$206K +3,114 +336%
MFG
991
MidWestOne Financial Group
Iowa
$242K – – –
RMDI
992
R.M. Davis Inc
Maine
$241K -$26.5K -400 -9%
HNWAG
993
High Net Worth Advisory Group
Florida
$241K – – –
WHG
994
Westwood Holdings Group
Texas
$241K – – –
CCA
995
Clearwater Capital Advisors
Illinois
$240K – – –
GJIC
996
Gamble Jones Investment Counsel
California
$240K – – –
FFA
997
Founders Financial Alliance
North Carolina
$240K +$131K +1,987 +100%
FWI
998
Facet Wealth Inc
Maryland
$238K +$65.5K +989 +34%
PGA
999
Portland Global Advisors
Maine
$237K – – –
CFAM
1000
Center For Asset Management
Florida
$236K – – –
38 39
40
41 42