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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
FDS
1301
Freedom Day Solutions
Texas
$242K -$51.5K -723 -18%
ZIG
1302
Zullo Investment Group
Pennsylvania
$242K -$1.07K -15 -0.5%
VCM
1303
Vision Capital Management
Oregon
$242K +$229K +3,222 New
EW
1304
Evoke Wealth
California
$242K -$80.4K -1,129 -26%
SFC
1305
SYM Financial Corp
Indiana
$241K -$66.3K -932 -22%
PWM
1306
Proathlete Wealth Management
Florida
$241K +$228K +3,208 New
PWM
1307
Paulson Wealth Management
Illinois
$240K – – –
RBC
1308
Roble Belko & Company
Pennsylvania
$240K – – –
GFWA
1309
Grey Fox Wealth Advisors
Delaware
$240K +$227K +3,190 New
CSWM
1310
Cassady Schiller Wealth Management
Ohio
$239K – – –
GI
1311
GAMMA Investing
California
$239K +$220K +3,096 New
WS
1312
Wedbush Securities
California
$238K +$17.3K +243 +8%
TIM
1313
Tortoise Investment Management
New York
$236K -$6.55K -92 -3%
LCGC
1314
Legacy Capital Group California
California
$235K +$1.5K +21 +0.7%
MKC
1315
M. Kraus & Co
Vermont
$233K – – –
CWM
1316
Core Wealth Management
Florida
$233K – – –
OBWG
1317
Onyx Bridge Wealth Group
New York
$232K -$41.1K -578 -16%
OWM
1318
Orgel Wealth Management
Wisconsin
$231K +$219K +3,077 New
SW
1319
SkyOak Wealth
Michigan
$230K – – –
LFA
1320
LGT Financial Advisors
Texas
$230K +$76.9K +1,081 +55%
EFG
1321
Embree Financial Group
Illinois
$229K +$217K +3,047 New
1WM
1322
1900 Wealth Management
Texas
$228K -$2.24M -31,475 -91%
MI
1323
Motiv8 Investments
Florida
$227K +$215K +3,027 New
FAT
1324
First American Trust
California
$227K – – –
RCG
1325
Regatta Capital Group
California
$227K – – –
51 52
53
54 55