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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
HNWAG
1001
High Net Worth Advisory Group
Florida
$306K – – –
MMG
1002
Monetary Management Group
Missouri
$306K – – –
CBFP
1003
Cedar Brook Financial Partners
Ohio
$306K +$80.8K +1,075 +37%
WHG
1004
Westwood Holdings Group
Texas
$305K – – –
CCA
1005
Clearwater Capital Advisors
Illinois
$304K – – –
FI
1006
Financial Insights
Washington
$303K – – –
GJIC
1007
Gamble Jones Investment Counsel
California
$303K – – –
DAM
1008
Derbend Asset Management
Georgia
$301K – – –
PGA
1009
Portland Global Advisors
Maine
$300K – – –
TA
1010
TruWealth Advisors
Louisiana
$299K -$2.33K -31 -0.8%
SI
1011
Saxon Interests
Texas
$299K +$294K +3,909 New
CFAM
1012
Center For Asset Management
Florida
$298K – – –
CP
1013
Covenant Partners
Tennessee
$298K – – –
CWA
1014
Cornerstone Wealth Advisors
Minnesota
$294K – – –
JF
1015
JSF Financial
California
$294K – – –
KWS
1016
Keystone Wealth Services
California
$294K +$6.61K +88 +2%
AA
1017
Addison Advisors
Vermont
$294K +$150K +1,994 +108%
CCM
1018
Condor Capital Management
New Jersey
$292K +$68.4K +910 +31%
WTC
1019
WhitTier Trust Company
Nevada
$291K – – –
SC
1020
Sierra Capital
Florida
$290K – – –
SWA
1021
SOA Wealth Advisors
New York
$290K +$208K +2,765 +268%
QCIG
1022
Quad-Cities Investment Group
Iowa
$287K -$60.9K -810 -18%
SMA
1023
Sage Mountain Advisors
Georgia
$286K – – –
SWM
1024
Shelton Wealth Management
Texas
$286K +$5.33K +71 +2%
EIG
1025
Ellenbecker Investment Group
Wisconsin
$286K +$7.96K +106 +3%
39 40
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