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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1326
Ruggaard & Associates
Ohio
$276K – – –
BMM
1327
Berkshire Money Management
Massachusetts
$276K +$262K +3,267 New
WIM
1328
WealthPlan Investment Management
Nebraska
$275K -$14.5K -181 -5%
AA
1329
Axiom Advisory
California
$275K +$241 +3 +0.1%
ECG
1330
Edge Capital Group
Georgia
$275K +$261K +3,251 New
CT
1331
Caldwell Trust
Florida
$273K – – –
VCM
1332
Vision Capital Management
Oregon
$272K – – –
JCM
1333
Jag Capital Management
Missouri
$271K +$32.5K +405 +14%
PWM
1334
Paulson Wealth Management
Illinois
$270K – – –
RBC
1335
Roble Belko & Company
Pennsylvania
$270K – – –
KCPG
1336
Kavar Capital Partners Group
Kansas
$270K -$256K -3,192 -50%
CSWM
1337
Cassady Schiller Wealth Management
Ohio
$269K – – –
FDS
1338
Freedom Day Solutions
Texas
$268K -$4.5K -56 -2%
LCGC
1339
Legacy Capital Group California
California
$267K +$3.05K +38 +1%
ZIG
1340
Zullo Investment Group
Pennsylvania
$267K -$4.98K -62 -2%
RRWA
1341
Rainey & Randall Wealth Advisors
Florida
$267K -$10.4K -130 -4%
CWM
1342
Chesapeake Wealth Management
Virginia
$266K -$12.1K -150 -5%
TIM
1343
Tortoise Investment Management
New York
$265K – – –
CHA
1344
Carmichael Hill & Associates
Maryland
$265K -$9.56K -119 -4%
BW
1345
Basepoint Wealth
Iowa
$264K +$252K +3,132 New
SWM
1346
Shelton Wealth Management
Texas
$264K -$43.1K -537 -15%
SFWC
1347
Strategic Family Wealth Counselors
New Jersey
$264K +$251K +3,121 New
TCB
1348
Texas Capital Bancshares
Texas
$262K +$9.8K +122 +4%
MKC
1349
M. Kraus & Co
Vermont
$262K – – –
GFWA
1350
Grey Fox Wealth Advisors
Delaware
$262K -$7.23K -90 -3%
52 53
54
55 56