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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
BBNA
1051
Bremer Bank National Association
Minnesota
$305K – – –
CAM
1052
Covenant Asset Management
New Jersey
$305K – – –
SBIA
1053
Sheaff Brock Investment Advisors
Indiana
$305K +$293K +3,640 New
KFS
1054
Kaizen Financial Strategies
California
$304K -$27.9K -346 -9%
AWA
1055
Aaron Wealth Advisors
Illinois
$304K – – –
EIG
1056
Ellenbecker Investment Group
Wisconsin
$304K +$1.13K +14 +0.4%
CCB
1057
Cutter & Co Brokerage
Missouri
$303K -$28.1K -349 -9%
AL
1058
Aspiriant LLC
California
$303K – – –
FSWA
1059
Financial Synergies Wealth Advisors
Texas
$302K +$725 +9 +0.2%
PPW
1060
Pinnacle Private Wealth
Massachusetts
$302K +$291K +3,608 New
DAM
1061
Derbend Asset Management
Georgia
$301K – – –
HCMT
1062
Highland Capital Management (Tennessee)
Tennessee
$301K – – –
ATWA
1063
Arbor Trust Wealth Advisors
Michigan
$301K +$725 +9 +0.3%
CG
1064
Caprock Group
Idaho
$296K – – –
PAI
1065
Pittenger & Anderson Inc
Nebraska
$293K – – –
SFS
1066
Stiles Financial Services
Minnesota
$293K +$282K +3,505 New
BWL
1067
Bogart Wealth LLC
Virginia
$290K +$26.3K +326 +10%
WPW
1068
Waldron Private Wealth
Pennsylvania
$288K – – –
AP
1069
Atwood & Palmer
Missouri
$287K – – –
CCM
1070
Coldstream Capital Management
Washington
$286K +$275K +3,414 New
HW
1071
Hedeker Wealth
Illinois
$286K +$276K +3,421 New
LWMM
1072
Legacy Wealth Management (Mississippi)
Mississippi
$284K -$2.49M -30,930 -90%
GSWM
1073
Golden State Wealth Management
California
$283K – – –
WBG
1074
Wharton Business Group
Pennsylvania
$283K +$273K +3,386 New
LS
1075
Leelyn Smith
Illinois
$282K – – –
41 42
43
44 45