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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
SGK
1026
Steigerwald Gordon & Koch
Virginia
$213K – – –
SC
1027
Steph & Co
Wisconsin
$212K – – –
TA
1028
TruWealth Advisors
Louisiana
$212K – – –
FIA
1029
Foundations Investment Advisors
Arizona
$212K +$239K +3,673 New
CAM
1030
Covenant Asset Management
New Jersey
$211K – – –
C
1031
CEDRUS
Colorado
$210K – – –
NL
1032
Navalign LLC
California
$210K -$45.5K -701 -16%
KOMWMG
1033
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$210K -$1.24K -19 -0.5%
HCM
1034
Howland Capital Management
Massachusetts
$210K – – –
FSWA
1035
Financial Synergies Wealth Advisors
Texas
$210K – – –
ATWA
1036
Arbor Trust Wealth Advisors
Michigan
$209K – – –
OC
1037
Oarsman Capital
Wisconsin
$208K +$233K +3,593 New
FSC
1038
Full Sail Capital
Oklahoma
$208K +$234K +3,601 New
FFA
1039
Fragasso Financial Advisors
Pennsylvania
$208K +$234K +3,602 New
CFG
1040
Cooper Financial Group
California
$207K +$232K +3,577 New
MA
1041
Montag & Associates
Georgia
$204K -$357K -5,487 -61%
HCMT
1042
Highland Capital Management (Tennessee)
Tennessee
$204K – – –
TRIA
1043
Trail Ridge Investment Advisors
Colorado
$202K -$184K -2,833 -47%
TCWM
1044
Total Clarity Wealth Management
Illinois
$202K -$2.47K -38 -1%
QCIG
1045
Quad-Cities Investment Group
Iowa
$200K -$18.6K -286 -8%
MOS
1046
MGO One Seven
Ohio
$200K +$3.05K +47 +1%
ZIG
1047
Zullo Investment Group
Pennsylvania
$193K -$715 -11 -0.3%
CTA
1048
Colonial Trust Advisors
South Carolina
$191K +$214K +3,296 New
CTB
1049
Country Trust Bank
Illinois
$188K +$53.5K +823 +34%
CT
1050
Caldwell Trust
Florida
$187K – – –
40 41
42
43 44