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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
LWP
1201
Lumature Wealth Partners
Georgia
$85K -$10.7K -143 -11%
CC
1202
Corsicana & Co
Texas
$82K – – –
LFA
1203
Level Financial Advisors
New York
$82K – – –
BWM
1204
Baystate Wealth Management
Massachusetts
$79K -$9.62K -128 -11%
SSC
1205
Syverson Strege & Co
Iowa
$78K – – –
TA
1206
Tectonic Advisors
Texas
$77K – – –
VCM
1207
Vigilant Capital Management
Maine
$76K – – –
CWM
1208
Curi Wealth Management
North Carolina
$76K +$75.1K +1,000 New
DB
1209
Dravo Bay
Delaware
$74.2K +$73K +972 New
CBT
1210
CoreFirst Bank & Trust
Kansas
$73K – – –
CSB
1211
City State Bank
Iowa
$72K – – –
CWA
1212
Carolina Wealth Advisors
South Carolina
$71K – – –
SC
1213
SouthState Corp
Florida
$71K +$69.6K +926 New
M
1214
MOTCO
Texas
$70K – – –
WWMSC
1215
Wagner Wealth Management (South Carolina)
South Carolina
$70K +$34.2K +455 +100%
FFA
1216
Fairfield Financial Advisors
Massachusetts
$68.7K +$67.6K +900 New
ZB
1217
Zions Bancorporation
Utah
$63K – – –
FA
1218
Faithward Advisors
Pennsylvania
$61K – – –
MFT
1219
Moisand Fitzgerald Tamayo
Florida
$60K -$215K -2,868 -78%
WT
1220
Washington Trust
Rhode Island
$60K -$4.13K -55 -7%
DC
1221
DeDora Capital
California
$60K +$59.5K +792 New
EW
1222
Emerson Wealth
Michigan
$59K – – –
AFS
1223
Annapolis Financial Services
Maryland
$57K – – –
AA
1224
AlphaMark Advisors
Kentucky
$57K +$52.4K +697 +1,621%
GWSG
1225
GPS Wealth Strategies Group
Colorado
$56K -$14.7K -196 -21%
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49
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