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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
FDCP
1151
Foster Dykema Cabot & Partners
Massachusetts
$990K – – –
OWMIAS
1152
One Wealth Management Investment & Advisory Services
Florida
$990K +$102K +776 +12%
TCOTS
1153
Trust Company of the South
North Carolina
$985K +$81.9K +620 +9%
RF
1154
Rossby Financial
Florida
$985K -$104K -788 -10%
FDCDDQ
1155
Federation des caisses Desjardins du Quebec
Quebec, Canada
$984K -$109K -827 -10%
LFG
1156
Lockerman Financial Group
California
$984K +$178K +1,349 +23%
BTWM
1157
Baker Tilly Wealth Management
Wisconsin
$982K +$193K +1,462 +26%
SPP
1158
Single Point Partners
Massachusetts
$979K – – –
FCP
1159
Fidelis Capital Partners
Florida
$979K – – –
QFW
1160
QTR Family Wealth
Florida
$979K -$3.56K -27 -0.4%
SWA
1161
SFMG Wealth Advisors
Texas
$978K +$264K +2,000 +39%
BOS
1162
Bank of Stockton
California
$977K -$35.7K -270 -4%
SFWC
1163
Strategic Family Wealth Counselors
New Jersey
$976K – – –
VWM
1164
Vigil Wealth Management
Florida
$975K – – –
CP
1165
Castleview Partners
Texas
$975K +$936K +7,090 New
IRAG
1166
Investment Research & Advisory Group
Georgia
$974K +$792 +6 +0.1%
MBI
1167
May Barnhard Investments
Maryland
$973K +$132 +1 +0%
CFGW
1168
Chancellor Financial Group WB
Pennsylvania
$973K -$147K -1,111 -14%
BF
1169
Blankinship & Foster
California
$970K -$285K -2,161 -23%
NB
1170
NBT Bank
New York
$970K +$127K +963 +16%
LCA
1171
Legend Capital Advisors
New York
$965K – – –
JGIA
1172
Jackson Grant Investment Advisers
Connecticut
$965K +$924 +7 +0.1%
WPW
1173
Watershed Private Wealth
Illinois
$963K -$178K -1,349 -16%
BWM
1174
BAM Wealth Management
Colorado
$962K +$76.3K +578 +9%
SYBT
1175
Stock Yards Bank & Trust
Kentucky
$962K -$106K -802 -10%
45 46
47
48 49