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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
LDFR
1101
Lehman & Derafelo Financial Resources
Pennsylvania
$76K – – –
CWAF
1102
Core Wealth Advisors (Florida)
Florida
$75K – – –
IIL
1103
Insight Inv LLC
California
$74K – – –
VCM
1104
Vigilant Capital Management
Maine
$74K +$18.2K +280 +28%
AWM
1105
Accel Wealth Management
Iowa
$73K – – –
BA
1106
Ballast Advisors
Minnesota
$71K – – –
FWA
1107
FSC Wealth Advisors
New York
$71K – – –
NFSG
1108
Newbridge Financial Services Group
Florida
$70K +$67K +1,031 +599%
AP
1109
Atwood & Palmer
Missouri
$69K – – –
BL
1110
Balentine LLC
Georgia
$67K +$75.6K +1,164 New
FCMT
1111
Founders Capital Management (Texas)
Texas
$66K – – –
TAM
1112
Townsend Asset Management
North Carolina
$65K – – –
LFA
1113
Level Financial Advisors
New York
$62K – – –
RA
1114
Rise Advisors
New York
$62K +$130 +2 +0.2%
SSC
1115
Syverson Strege & Co
Iowa
$59K – – –
TA
1116
Tectonic Advisors
Texas
$58K – – –
GWSG
1117
GPS Wealth Strategies Group
Colorado
$57K +$16.1K +248 +34%
FF
1118
FourThought Financial
Florida
$56K +$19.5K +300 +45%
EWM
1119
Endurance Wealth Management
Rhode Island
$56K +$58.5K +900 +1,500%
CBT
1120
CoreFirst Bank & Trust
Kansas
$55K – – –
CC
1121
Corsicana & Co
Texas
$54K -$9.75K -150 -14%
CWA
1122
Carolina Wealth Advisors
South Carolina
$54K – – –
M
1123
MOTCO
Texas
$53K – – –
DWMG
1124
DB Wealth Management Group
California
$51K +$43.7K +672 +313%
AWM
1125
Abound Wealth Management
Tennessee
$50.4K -$1.82K -28 -3%
43 44
45
46 47