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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
WHG
1126
Westwood Holdings Group
Texas
$273K – – –
VBFG
1127
Vishria Bird Financial Group
Tennessee
$271K – – –
CFAM
1128
Center For Asset Management
Florida
$271K +$14.6K +206 +5%
FDS
1129
Freedom Day Solutions
Texas
$270K -$3.19K -45 -1%
SPI
1130
Sutton Place Investors
New York
$270K +$279K +3,945 New
LIA
1131
LifePlan Investment Advisors
North Carolina
$268K +$278K +3,922 New
SFC
1132
Strategic Financial Concepts
Texas
$267K +$8.28K +117 +3%
CP
1133
Covenant Partners
Tennessee
$265K -$38.9K -550 -12%
SPIA
1134
Strategic Point Investment Advisors
Rhode Island
$264K -$18.4K -260 -6%
OHIS
1135
Oak Harvest Investment Services
Texas
$264K +$6.3K +89 +2%
CWA
1136
Cornerstone Wealth Advisors
Minnesota
$263K – – –
CFC
1137
Coyle Financial Counsel
Illinois
$262K – – –
PGA
1138
Portland Global Advisors
Maine
$262K – – –
SF
1139
Summit Financial
New Jersey
$262K +$1.98K +28 +0.7%
DWM
1140
Dakota Wealth Management
Florida
$261K – – –
WTC
1141
WhitTier Trust Company
Nevada
$260K – – –
TP
1142
Tranquility Partners
Tennessee
$259K +$45.3K +640 +20%
APW
1143
Atlantic Private Wealth
North Carolina
$259K -$5.09K -72 -2%
AAS
1144
Annex Advisory Services
Wisconsin
$257K – – –
MMG
1145
Monetary Management Group
Missouri
$257K – – –
RMAM
1146
Raab & Moskowitz Asset Management
New Jersey
$256K – – –
CTA
1147
Colonial Trust Advisors
South Carolina
$255K +$36.2K +512 +16%
LSPW
1148
Lake Street Private Wealth
Illinois
$255K +$11.5K +163 +5%
WIM
1149
WealthPlan Investment Management
Nebraska
$254K +$76.4K +1,079 +41%
TGAM
1150
TBH Global Asset Management
Tennessee
$253K +$6.16K +87 +2%
44 45
46
47 48