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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
1301
Insigneo Advisory Services
Florida
$329K +$335K +3,883 New
MFT
1302
Moisand Fitzgerald Tamayo
Florida
$329K -$1.03K -12 -0.3%
CAM
1303
Cozad Asset Management
Illinois
$329K – – –
CTA
1304
Colonial Trust Advisors
South Carolina
$329K -$20.7K -240 -6%
OC
1305
Oarsman Capital
Wisconsin
$327K +$6.38K +74 +2%
RW
1306
RVW Wealth
California
$326K – – –
AFG
1307
ABLE Financial Group
Arizona
$326K -$12.8K -149 -4%
PCMC
1308
Private Capital Management (Colorado)
Colorado
$325K -$22.6K -262 -7%
KF
1309
KKM Financial
Illinois
$324K – – –
CFC
1310
Coyle Financial Counsel
Illinois
$324K – – –
OC
1311
Opinicus Capital
Florida
$323K -$8.28K -96 -3%
TRIA
1312
Trail Ridge Investment Advisors
Colorado
$323K +$301K +3,492 New
WHG
1313
Westwood Holdings Group
Texas
$323K – – –
ATWA
1314
Arbor Trust Wealth Advisors
Michigan
$322K -$6.72K -78 -2%
SI
1315
Saxon Interests
Texas
$321K -$862 -10 -0.3%
HSWM
1316
Hubbell Strickland Wealth Management
Louisiana
$320K +$172 +2 +0.1%
AFG
1317
Allegheny Financial Group
Pennsylvania
$320K +$298K +3,456 New
GFPC
1318
Global Financial Private Client
Florida
$320K +$133K +1,546 +81%
PFA
1319
Petra Financial Advisors
Colorado
$318K – – –
PIM
1320
Pullen Investment Management
Florida
$317K – – –
NL
1321
Navalign LLC
California
$317K -$345 -4 -0.1%
LIG
1322
Lokken Investment Group
Delaware
$317K +$295K +3,422 New
ACG
1323
Allen Capital Group
Nebraska
$317K – – –
CFS
1324
CRA Financial Services
New Jersey
$316K -$1.29K -15 -0.4%
WWP
1325
WR Wealth Planners
Missouri
$316K +$123K +1,421 +71%
51 52
53
54 55