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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
HAS
976
Holland Advisory Services
Florida
$254K -$9.53K -144 -3%
RWM
977
Ritholtz Wealth Management
New York
$253K -$33.1K -500 -11%
ERIC
978
Eagle Rock Investment Company
Georgia
$253K +$278K +4,200 New
CCM
979
Covington Capital Management
California
$252K – – –
SWA
980
SOA Wealth Advisors
New York
$251K +$24.2K +365 +10%
JCM
981
Jag Capital Management
Missouri
$249K -$8.54K -129 -3%
JWM
982
JFG Wealth Management
Colorado
$249K – – –
ASFA
983
All Season Financial Advisors
Colorado
$249K +$46.2K +698 +20%
GFS
984
GYL Financial Synergies
Connecticut
$247K +$271K +4,092 New
SSW
985
Smith Shellnut Wilson
Mississippi
$246K – – –
SNB
986
Security National Bank
Nebraska
$246K +$66.2K +1,000 +33%
GPA
987
Garrison Point Advisors
California
$245K -$9.93K -150 -4%
SC
988
SouthState Corp
Florida
$244K +$206K +3,114 +336%
MFG
989
MidWestOne Financial Group
Iowa
$242K – – –
RMDI
990
R.M. Davis Inc
Maine
$241K -$26.5K -400 -9%
HNWAG
991
High Net Worth Advisory Group
Florida
$241K – – –
WHG
992
Westwood Holdings Group
Texas
$241K – – –
CCA
993
Clearwater Capital Advisors
Illinois
$240K – – –
GJIC
994
Gamble Jones Investment Counsel
California
$240K – – –
FFA
995
Founders Financial Alliance
North Carolina
$240K +$131K +1,987 +100%
FWI
996
Facet Wealth Inc
Maryland
$238K +$65.5K +989 +34%
PGA
997
Portland Global Advisors
Maine
$237K – – –
CFAM
998
Center For Asset Management
Florida
$236K – – –
SI
999
Saxon Interests
Texas
$236K – – –
KWS
1000
Keystone Wealth Services
California
$234K +$2.32K +35 +0.9%
38 39
40
41 42