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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1151
Pure Financial Advisors
California
$542K -$95.6K -1,036 -15%
SWA
1152
Strata Wealth Advisors
Texas
$542K -$8.77K -95 -2%
GI
1153
GAMMA Investing
California
$541K +$42.5K +460 +9%
CMP
1154
Courage Miller Partners
Virginia
$539K -$63.3K -686 -11%
AWA
1155
Amplius Wealth Advisors
Pennsylvania
$537K +$739 +8 +0.1%
RMDI
1156
R.M. Davis Inc
Maine
$537K -$27.7K -300 -5%
GA
1157
Goldstein Advisors
Wisconsin
$536K +$4.16K +45 +0.8%
IWS
1158
Insight Wealth Strategies
California
$536K +$16.2K +175 +3%
EA
1159
Everpar Advisors
Oklahoma
$535K -$66.8K -724 -11%
LJAC
1160
L.J. Altfest & Co
New York
$533K – – –
SFG
1161
Sage Financial Group
Pennsylvania
$533K – – –
DSC
1162
Duncker Streett & Co
Missouri
$531K -$14.4K -156 -3%
SCA
1163
STALEY CAPITAL ADVISERS
Pennsylvania
$530K +$46.2K +500 +10%
BOPW
1164
Brandywine Oak Private Wealth
Pennsylvania
$529K – – –
MCM
1165
Mattern Capital Management
Colorado
$527K -$195K -2,108 -28%
GCA
1166
Gradient Capital Advisors
California
$525K – – –
AIP
1167
Almanack Investment Partners
Pennsylvania
$524K +$7.85K +85 +2%
HIP
1168
HUB Investment Partners
Texas
$523K +$4.25K +46 +0.8%
BFG
1169
Berger Financial Group
Minnesota
$518K – – –
WIC
1170
Woodmont Investment Counsel
Tennessee
$517K – – –
RWM
1171
Ritholtz Wealth Management
New York
$514K -$7.48K -81 -1%
FWCM
1172
Ferguson Wellman Capital Management
Oregon
$514K -$26.3K -285 -5%
PWP
1173
Principle Wealth Partners
Connecticut
$509K – – –
KFGK
1174
Keystone Financial Group (Kentucky)
Kentucky
$509K +$491K +5,315 New
CNBT
1175
Canandaigua National Bank & Trust
New York
$509K +$491K +5,315 New
45 46
47
48 49