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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
1326
Strategic Point Investment Advisors
Rhode Island
$312K -$18.5K -215 -6%
AAG
1327
Armstrong Advisory Group
Massachusetts
$310K – – –
TA
1328
TruWealth Advisors
Louisiana
$310K – – –
LRIA
1329
Leonard Rickey Investment Advisors
Washington
$309K – – –
LSA
1330
L & S Advisors
California
$309K -$1.03K -12 -0.4%
SWM
1331
Sagace Wealth Management
Florida
$306K +$282K +3,271 New
SFS
1332
Stiles Financial Services
Minnesota
$306K – – –
IWN
1333
Independent Wealth Network
Iowa
$305K -$1.64K -19 -0.6%
AWM
1334
Accurate Wealth Management
Florida
$305K +$35.1K +407 +15%
GCM
1335
G2 Capital Management
Ohio
$304K – – –
MCIA
1336
Mountain Capital Investment Advisors
Colorado
$303K +$22.1K +256 +9%
WCM
1337
Wealthcare Capital Management
Virginia
$303K -$86 -1 -0%
ESBC
1338
E.S. Barr & Co
Kentucky
$303K +$56K +650 +25%
RA
1339
Ruggaard & Associates
Ohio
$303K – – –
WIM
1340
WealthPlan Investment Management
Nebraska
$302K +$172 +2 +0.1%
JCM
1341
Jag Capital Management
Missouri
$301K +$4.57K +53 +2%
ECG
1342
Edge Capital Group
Georgia
$301K – – –
MCC
1343
Maiden Cove Capital
Maine
$299K +$305K +3,539 New
FSWA
1344
Financial Synergies Wealth Advisors
Texas
$299K -$135K -1,567 -33%
CT
1345
Caldwell Trust
Florida
$299K – – –
GSIAS
1346
Garden State Investment Advisory Services
New Jersey
$299K -$125K -1,446 -31%
VCM
1347
Vision Capital Management
Oregon
$298K – – –
EW
1348
Evoke Wealth
California
$298K -$97.2K -1,128 -26%
SIC
1349
Samalin Investment Counsel
New York
$297K -$220K -2,554 -44%
FPCG
1350
Forum Private Client Group
Indiana
$297K -$27.9K -324 -9%
52 53
54
55 56