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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
GF
1051
Gries Financial
Ohio
$930K -$432K -4,366 -34%
GD
1052
Grandfield & Dodd
New York
$928K +$834K +8,430 New
OPA
1053
Old Port Advisors
Maine
$927K -$24.6K -249 -3%
SIC
1054
Sigma Investment Counselors
Michigan
$926K -$80K -808 -9%
FDCDDQ
1055
Federation des caisses Desjardins du Quebec
Quebec, Canada
$922K -$225K -2,274 -21%
EFG
1056
Embree Financial Group
Illinois
$920K +$416K +4,204 +101%
TFO
1057
Tarbox Family Office
California
$916K – – –
ACIM
1058
Azimuth Capital Investment Management
Michigan
$914K +$29.7K +300 +4%
DW
1059
Durante & Waters
New York
$914K – – –
QFW
1060
QTR Family Wealth
Florida
$911K -$23.8K -240 -3%
MCWS
1061
McKinley Carter Wealth Services
West Virginia
$910K -$25.1K -254 -3%
BPWM
1062
Badgley Phelps Wealth Managers
Washington
$903K – – –
SFWA
1063
Summit Financial Wealth Advisors
Louisiana
$902K +$62K +626 +8%
KW
1064
KWB Wealth
California
$901K +$198 +2 +0%
BWM
1065
Buska Wealth Management
Wisconsin
$899K +$11K +111 +1%
GI
1066
GAMCO Investors
Connecticut
$889K +$7.72K +78 +1%
LAS
1067
Lloyd Advisory Services
Georgia
$884K -$12.3K -124 -2%
GC
1068
Garde Capital
Washington
$877K -$132K -1,334 -14%
SKK
1069
Shepherd Kaplan Krochuk
Massachusetts
$874K -$1.09K -11 -0.1%
FCP
1070
Fidelis Capital Partners
Florida
$873K – – –
FPGK
1071
Financial Partners Group (Kansas)
Kansas
$870K +$198 +2 +0%
BONH
1072
Bank of New Hampshire
New Hampshire
$866K – – –
CIA
1073
Capital Investment Advisors
Georgia
$865K +$144K +1,451 +23%
BFS
1074
Bare Financial Services
Pennsylvania
$863K – – –
MWP
1075
Madison Wealth Partners
Wisconsin
$855K +$396 +4 +0.1%
41 42
43
44 45