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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
C
1276
CEDRUS
Colorado
$307K -$36.5K -454 -11%
LLWM
1277
Life Line Wealth Management
California
$306K +$292K +3,629 New
WCM
1278
Weaver Capital Management
Georgia
$305K – – –
EI
1279
Ellevest Inc
New York
$304K – – –
T
1280
TCWP
Ohio
$303K +$289K +3,594 New
MP
1281
McDonald Partners
Ohio
$303K -$36K -448 -11%
OC
1282
Opinicus Capital
Florida
$303K -$25.1K -312 -8%
SPIA
1283
Strategic Point Investment Advisors
Rhode Island
$303K -$4.82K -60 -2%
BAMG
1284
Brand Asset Management Group
Missouri
$302K – – –
HB
1285
HTLF Bank
Colorado
$302K – – –
AWP
1286
Accretive Wealth Partners
New Jersey
$302K – – –
MFT
1287
Moisand Fitzgerald Tamayo
Florida
$301K -$8.92K -111 -3%
TGAM
1288
TBH Global Asset Management
Tennessee
$300K +$286K +3,556 New
CAM
1289
Cozad Asset Management
Illinois
$300K +$285K +3,553 New
VDI
1290
Vaughan David Investments
Illinois
$300K -$91K -1,133 -24%
CCG
1291
Catalina Capital Group
California
$298K -$116K -1,440 -29%
CP
1292
Coho Partners
Pennsylvania
$298K – – –
ATWA
1293
Arbor Trust Wealth Advisors
Michigan
$298K +$12.8K +159 +5%
FPCG
1294
Forum Private Client Group
Indiana
$298K -$15.6K -194 -5%
RW
1295
RVW Wealth
California
$298K – – –
CP
1296
Covenant Partners
Tennessee
$297K – – –
KF
1297
KKM Financial
Illinois
$296K – – –
WHG
1298
Westwood Holdings Group
Texas
$294K – – –
SI
1299
Saxon Interests
Texas
$293K -$241 -3 -0.1%
HSWM
1300
Hubbell Strickland Wealth Management
Louisiana
$292K +$1.13K +14 +0.4%
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