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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
SI
1001
Seeds Investor
New York
$1.41M -$41.7K -316 -3%
OFP
1002
OFC Financial Planning
New Jersey
$1.41M -$48.2K -365 -3%
TPWA
1003
TRUE Private Wealth Advisors
Oregon
$1.41M -$8.67M -65,649 -87%
FFG
1004
Fortress Financial Group
Minnesota
$1.4M – – –
PSF
1005
Pacific Sun Financial
California
$1.4M – – –
RB
1006
Renasant Bank
Mississippi
$1.4M -$409K -3,100 -23%
RDFA
1007
Ritter Daniher Financial Advisory
Ohio
$1.4M – – –
FNT
1008
First National Trust
Pennsylvania
$1.4M -$8.58K -65 -0.6%
KPWG
1009
KFA Private Wealth Group
Virginia
$1.4M +$117K +884 +10%
SWM
1010
SK Wealth Management
Rhode Island
$1.4M -$184K -1,394 -12%
USB
1011
Union Savings Bank
Connecticut
$1.4M – – –
CWG
1012
Cornerstone Wealth Group
North Carolina
$1.4M -$80.4K -609 -6%
BIG
1013
Brookwood Investment Group
Arizona
$1.4M +$28.9K +219 +2%
BRPW
1014
Ballast Rock Private Wealth
South Carolina
$1.4M +$132 +1 +0%
CGA
1015
Crescent Grove Advisors
Illinois
$1.39M +$113K +859 +9%
PWA
1016
Provenance Wealth Advisors
Florida
$1.39M – – –
ACS
1017
Archford Capital Strategies
Illinois
$1.39M – – –
FNBSF
1018
First National Bank Sioux Falls
South Dakota
$1.39M – – –
ODIJL
1019
One Day In July LLC
Vermont
$1.38M +$396 +3 +0%
TAM
1020
TCP Asset Management
Ohio
$1.38M -$110K -833 -8%
RZH
1021
Relyea Zuckerberg Hanson
Connecticut
$1.37M – – –
MWA
1022
MN Wealth Advisors
Kansas
$1.37M +$97.3K +737 +8%
PIA
1023
Pinion Investment Advisors
Kansas
$1.36M +$1.31M +9,915 New
CIC
1024
Chilton Investment Company
Connecticut
$1.36M -$44.1K -334 -3%
WC
1025
Waterloo Capital
Texas
$1.35M +$1.3M +9,848 New
39 40
41
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