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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
AHIA
1026
Andrew Hill Investment Advisors
Florida
$324K +$313K +3,882 New
CWA
1027
Cornerstone Wealth Advisors
Minnesota
$322K -$12.1K -150 -4%
JF
1028
JSF Financial
California
$322K – – –
OHIS
1029
Oak Harvest Investment Services
Texas
$321K +$7.82K +97 +3%
C
1030
CEDRUS
Colorado
$319K +$307K +3,814 New
CAN
1031
Claraphi Advisory Network
United States
$318K – – –
SC
1032
Sierra Capital
Florida
$318K – – –
WTC
1033
WhitTier Trust Company
Nevada
$318K – – –
KOMWMG
1034
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$316K -$94.1K -1,168 -24%
WS
1035
Wedbush Securities
California
$316K -$51.5K -639 -14%
TCWM
1036
Total Clarity Wealth Management
Illinois
$316K +$16.5K +205 +6%
KWS
1037
Keystone Wealth Services
California
$315K +$303K +3,760 New
WH
1038
Willner & Heller
California
$315K +$343K +4,256 New
DWA
1039
Douglass Winthrop Advisors
New York
$314K -$64.3K -798 -18%
DG
1040
Doman Group
New York
$314K +$303K +3,757 New
SMA
1041
Sage Mountain Advisors
Georgia
$313K – – –
BCA
1042
Bay Colony Advisors
Massachusetts
$312K +$322 +4 +0.1%
LRIA
1043
Leonard Rickey Investment Advisors
Washington
$311K – – –
MOS
1044
MGO One Seven
Ohio
$311K – – –
RDFA
1045
Ritter Daniher Financial Advisory
Ohio
$310K – – –
PBF
1046
Petix & Botte Financial
California
$308K -$297K -3,684 -50%
SGK
1047
Steigerwald Gordon & Koch
Virginia
$308K – – –
SWM
1048
Shelton Wealth Management
Texas
$308K +$296K +3,678 New
SC
1049
Steph & Co
Wisconsin
$307K – – –
SIM
1050
Stratos Investment Management
Ohio
$307K +$296K +3,669 New
40 41
42
43 44