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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
1326
WealthPlan Investment Management
Nebraska
$275K -$14.5K -181 -5%
AA
1327
Axiom Advisory
California
$275K +$241 +3 +0.1%
ECG
1328
Edge Capital Group
Georgia
$275K +$261K +3,251 New
CT
1329
Caldwell Trust
Florida
$273K – – –
VCM
1330
Vision Capital Management
Oregon
$272K – – –
JCM
1331
Jag Capital Management
Missouri
$271K +$32.5K +405 +14%
PWM
1332
Paulson Wealth Management
Illinois
$270K – – –
RBC
1333
Roble Belko & Company
Pennsylvania
$270K – – –
KCPG
1334
Kavar Capital Partners Group
Kansas
$270K -$256K -3,192 -50%
CSWM
1335
Cassady Schiller Wealth Management
Ohio
$269K – – –
FDS
1336
Freedom Day Solutions
Texas
$268K -$4.5K -56 -2%
LCGC
1337
Legacy Capital Group California
California
$267K +$3.05K +38 +1%
ZIG
1338
Zullo Investment Group
Pennsylvania
$267K -$4.98K -62 -2%
RRWA
1339
Rainey & Randall Wealth Advisors
Florida
$267K -$10.4K -130 -4%
CWM
1340
Chesapeake Wealth Management
Virginia
$266K -$12.1K -150 -5%
TIM
1341
Tortoise Investment Management
New York
$265K – – –
CHA
1342
Carmichael Hill & Associates
Maryland
$265K -$9.56K -119 -4%
BW
1343
Basepoint Wealth
Iowa
$264K +$252K +3,132 New
SWM
1344
Shelton Wealth Management
Texas
$264K -$43.1K -537 -15%
SFWC
1345
Strategic Family Wealth Counselors
New Jersey
$264K +$251K +3,121 New
TCB
1346
Texas Capital Bancshares
Texas
$262K +$9.8K +122 +4%
MKC
1347
M. Kraus & Co
Vermont
$262K – – –
GFWA
1348
Grey Fox Wealth Advisors
Delaware
$262K -$7.23K -90 -3%
CWM
1349
Core Wealth Management
Florida
$262K – – –
GI
1350
GAMMA Investing
California
$261K – – –
52 53
54
55 56