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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
BL
1276
Balentine LLC
Georgia
$108K +$32.1K +453 +40%
BSB
1277
Bangor Savings Bank
Maine
$107K – – –
NS
1278
NBC Securities
Alabama
$107K +$112K +1,576 New
CFFP
1279
Center for Financial Planning
Michigan
$105K – – –
RG
1280
Retirement Group
California
$104K – – –
NIC
1281
Northwest Investment Counselors
Oregon
$104K – – –
MPWT
1282
MassMutual Private Wealth & Trust
Connecticut
$104K +$6.86K +97 +7%
RFG
1283
RFP Financial Group
Georgia
$103K – – –
HL
1284
HeadInvest LLC
Maine
$95.7K +$98.5K +1,392 New
FCMT
1285
Founders Capital Management (Texas)
Texas
$95K – – –
GA
1286
GoalVest Advisory
New York
$92K -$1.77K -25 -2%
CSWG
1287
Cardinal Strategic Wealth Guidance
Kentucky
$90.7K – – –
WBC
1288
West Branch Capital
Massachusetts
$89K – – –
GM
1289
GeoWealth Management
Illinois
$89K +$92.1K +1,301 New
JFG
1290
JDM Financial Group
Texas
$88.9K – – –
RTL
1291
Red Tortoise LLC
Georgia
$88.7K – – –
CWAF
1292
Core Wealth Advisors (Florida)
Florida
$88.4K – – –
IIL
1293
Insight Inv LLC
California
$88K – – –
ITIM
1294
Indiana Trust & Investment Management
Indiana
$87.7K +$90.7K +1,282 New
CWP
1295
Concord Wealth Partners
Virginia
$87.3K – – –
PP
1296
PFS Partners
New Jersey
$86.3K – – –
CIA
1297
Cape Investment Advisory
Georgia
$86.2K +$56.6K +800 +174%
AIC
1298
Archer Investment Corporation
Indiana
$80.4K +$29.9K +422 +56%
BA
1299
Ballast Advisors
Minnesota
$77.2K -$10.3K -145 -11%
TAM
1300
Townsend Asset Management
North Carolina
$75K -$21.5K -304 -22%
50 51
52
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