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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
GJIC
1026
Gamble Jones Investment Counsel
California
$232K – – –
FDS
1027
Freedom Day Solutions
Texas
$230K -$10.6K -177 -4%
SIS
1028
Strategic Investment Solutions
Illinois
$227K +$215K +3,584 New
CWA
1029
Cornerstone Wealth Advisors
Minnesota
$225K – – –
BAMG
1030
Brand Asset Management Group
Missouri
$225K -$49.7K -828 -18%
SWM
1031
Shelton Wealth Management
Texas
$224K +$120 +2 +0.1%
APW
1032
Atlantic Private Wealth
North Carolina
$224K -$146K -2,428 -39%
CFC
1033
Coyle Financial Counsel
Illinois
$224K – – –
SMA
1034
Sage Mountain Advisors
Georgia
$224K +$5.52K +92 +2%
PGA
1035
Portland Global Advisors
Maine
$224K -$5.28K -88 -2%
AWM
1036
Affinity Wealth Management
Delaware
$224K -$78.3K -1,304 -25%
KWS
1037
Keystone Wealth Services
California
$223K +$2.34K +39 +1%
WTC
1038
WhitTier Trust Company
Nevada
$223K – – –
AL
1039
Aspiriant LLC
California
$222K +$228K +3,797 New
SSW
1040
Smith Shellnut Wilson
Mississippi
$222K +$228K +3,796 New
SC
1041
Sierra Capital
Florida
$222K – – –
BFA
1042
BMS Financial Advisors
South Dakota
$221K +$159K +2,642 New
CFAM
1043
Center For Asset Management
Florida
$221K -$4.98K -83 -2%
PA
1044
Pinnacle Associates
New York
$220K -$35.5K -592 -14%
OHIS
1045
Oak Harvest Investment Services
Texas
$220K +$360 +6 +0.2%
MMG
1046
Monetary Management Group
Missouri
$219K – – –
AWM
1047
Accurate Wealth Management
Florida
$219K +$26.4K +440 +13%
SGK
1048
Steigerwald Gordon & Koch
Virginia
$215K – – –
SC
1049
Steph & Co
Wisconsin
$215K – – –
VAS
1050
Vestmark Advisory Solutions
Massachusetts
$215K -$5.58K -93 -2%
40 41
42
43 44