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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1001
Clearwater Capital Advisors
Illinois
$227K -$3.25K -50 -1%
PGA
1002
Portland Global Advisors
Maine
$227K – – –
CP
1003
Covenant Partners
Tennessee
$226K -$873K -13,434 -77%
MWM
1004
Madison Wealth Management
Ohio
$226K +$254K +3,908 New
CIC
1005
Chilton Investment Company
Connecticut
$224K +$251K +3,869 New
CFAM
1006
Center For Asset Management
Florida
$223K -$3.12K -48 -1%
CWA
1007
Cornerstone Wealth Advisors
Minnesota
$223K – – –
AA
1008
Addison Advisors
Vermont
$222K – – –
CFC
1009
Coyle Financial Counsel
Illinois
$222K – – –
SWM
1010
Shelton Wealth Management
Texas
$222K +$130 +2 +0.1%
MFT
1011
Moisand Fitzgerald Tamayo
Florida
$222K +$12.1K +186 +5%
SSW
1012
Smith Shellnut Wilson
Mississippi
$220K -$265K -4,084 Closed
SC
1013
Sierra Capital
Florida
$220K – – –
WTC
1014
WhitTier Trust Company
Nevada
$220K – – –
GAG
1015
Goodman Advisory Group
Massachusetts
$218K -$139K -2,133 -36%
VAS
1016
Vestmark Advisory Solutions
Massachusetts
$218K -$99.2K -1,526 -29%
KWS
1017
Keystone Wealth Services
California
$218K -$7.41K -114 -3%
3LCM
1018
3D/L Capital Management
Connecticut
$218K +$1.82K +28 +0.7%
MMG
1019
Monetary Management Group
Missouri
$217K – – –
EIG
1020
Ellenbecker Investment Group
Wisconsin
$217K +$130 +2 +0.1%
OHIS
1021
Oak Harvest Investment Services
Texas
$217K +$455 +7 +0.2%
SMA
1022
Sage Mountain Advisors
Georgia
$216K – – –
HA
1023
HFG Advisors
Ohio
$216K +$3.25K +50 +1%
FWI
1024
Facet Wealth Inc
Maryland
$215K -$15.7K -241 -6%
FAM
1025
Frontier Asset Management
Wyoming
$213K -$1.35M -20,805 -85%
39 40
41
42 43