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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
SI
1026
Saxon Interests
Texas
$213K -$26.9K -414 -11%
PBF
1027
Petix & Botte Financial
California
$213K – – –
SGK
1028
Steigerwald Gordon & Koch
Virginia
$213K – – –
SC
1029
Steph & Co
Wisconsin
$212K – – –
TA
1030
TruWealth Advisors
Louisiana
$212K – – –
FIA
1031
Foundations Investment Advisors
Arizona
$212K +$239K +3,673 New
CAM
1032
Covenant Asset Management
New Jersey
$211K – – –
C
1033
CEDRUS
Colorado
$210K – – –
NL
1034
Navalign LLC
California
$210K -$45.5K -701 -16%
KOMWMG
1035
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$210K -$1.24K -19 -0.5%
HCM
1036
Howland Capital Management
Massachusetts
$210K – – –
FSWA
1037
Financial Synergies Wealth Advisors
Texas
$210K – – –
ATWA
1038
Arbor Trust Wealth Advisors
Michigan
$209K – – –
OC
1039
Oarsman Capital
Wisconsin
$208K +$233K +3,593 New
FSC
1040
Full Sail Capital
Oklahoma
$208K +$234K +3,601 New
FFA
1041
Fragasso Financial Advisors
Pennsylvania
$208K +$234K +3,602 New
CFG
1042
Cooper Financial Group
California
$207K +$232K +3,577 New
MA
1043
Montag & Associates
Georgia
$204K -$357K -5,487 -61%
HCMT
1044
Highland Capital Management (Tennessee)
Tennessee
$204K – – –
TRIA
1045
Trail Ridge Investment Advisors
Colorado
$202K -$184K -2,833 -47%
TCWM
1046
Total Clarity Wealth Management
Illinois
$202K -$2.47K -38 -1%
QCIG
1047
Quad-Cities Investment Group
Iowa
$200K -$18.6K -286 -8%
MOS
1048
MGO One Seven
Ohio
$200K +$3.05K +47 +1%
ZIG
1049
Zullo Investment Group
Pennsylvania
$193K -$715 -11 -0.3%
CTA
1050
Colonial Trust Advisors
South Carolina
$191K +$214K +3,296 New
40 41
42
43 44