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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
1026
Cypress Wealth Services
California
– -$451K -7,964 Closed
WOSD
1027
WFA of San Diego
California
– -$319K -6,300 Closed
NWP
1028
Northstar Wealth Partners
Connecticut
– -$305K -5,888 Closed
HBT
1029
Hills Bank & Trust
Iowa
– -$296K -5,700 Closed
FIG
1030
FundX Investment Group
California
– -$290K -5,600 Closed
WA
1031
Waverly Advisors
Alabama
– -$302K -5,272 Closed
TCM
1032
Telos Capital Management
California
– -$232K -4,472 Closed
RCA
1033
Rex Capital Advisors
Rhode Island
– -$227K -4,372 Closed
SMFS
1034
Squar Milner Financial Services
California
– -$205K -3,956 Closed
FFA
1035
First Foundation Advisors
California
– -$203K -3,908 Closed
GM
1036
GeoWealth Management
Illinois
– -$201K -3,868 Closed
CBB
1037
Citizens Business Bank
California
– -$200K -3,860 Closed
KPW
1038
Kore Private Wealth
New York
– -$189K -3,656 Closed
FWM
1039
FSA Wealth Management
Massachusetts
– -$137K -2,640 Closed
BFIM
1040
Beese Fulmer Investment Management
Ohio
– -$87K -1,672 Closed
ICM
1041
Islay Capital Management
Texas
– -$79K -1,532 Closed
WFMPM
1042
Woodley Farra Manion Portfolio Management
Indiana
– -$76K -1,468 Closed
AWM
1043
Apollon Wealth Management
South Carolina
– -$71K -1,368 Closed
CWP
1044
CFM Wealth Partners
Texas
– -$64K -1,236 Closed
RWB
1045
RMR Wealth Builders
New Jersey
– -$51K -992 Closed
BEI
1046
Benjamin Edwards Inc
Missouri
– -$49K -952 Closed
PP
1047
Pacifica Partners
Canada
– -$38K -724 Closed
GWMIA
1048
Global Wealth Management Investment Advisory
Florida
– -$23K -436 Closed
PWMG
1049
Prestige Wealth Management Group
New Jersey
– -$18K -356 Closed
LWS
1050
Lucia Wealth Services
California
– -$17K -320 Closed
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