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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1351
Samalin Investment Counsel
New York
$297K -$220K -2,554 -44%
FPCG
1352
Forum Private Client Group
Indiana
$297K -$27.9K -324 -9%
PWM
1353
Paulson Wealth Management
Illinois
$296K – – –
RBC
1354
Roble Belko & Company
Pennsylvania
$296K – – –
KCPG
1355
Kavar Capital Partners Group
Kansas
$295K – – –
CSWM
1356
Cassady Schiller Wealth Management
Ohio
$295K – – –
UCB
1357
United Community Bank
South Carolina
$293K -$49.7K -576 -15%
FDS
1358
Freedom Day Solutions
Texas
$293K – – –
ZIG
1359
Zullo Investment Group
Pennsylvania
$293K – – –
RRWA
1360
Rainey & Randall Wealth Advisors
Florida
$292K – – –
APW
1361
Axim Planning & Wealth
Ohio
$291K +$271K +3,147 New
TIM
1362
Tortoise Investment Management
New York
$291K – – –
BW
1363
Basepoint Wealth
Iowa
$290K +$259 +3 +0.1%
CHA
1364
Carmichael Hill & Associates
Maryland
$290K – – –
KFC
1365
Klingenstein Fields & Co
New York
$289K +$269K +3,120 New
CP
1366
Covenant Partners
Tennessee
$288K -$34.7K -402 -11%
TCB
1367
Texas Capital Bancshares
Texas
$287K – – –
MKC
1368
M. Kraus & Co
Vermont
$287K – – –
BTIM
1369
BancFirst Trust & Investment Management
Oklahoma
$287K +$265K +3,076 New
CWM
1370
Core Wealth Management
Florida
$287K – – –
FTDI
1371
First Trust Direct Indexing
Massachusetts
$287K +$267K +3,098 New
QT
1372
Quantbot Technologies
New York
$283K +$264K +3,062 New
TA
1373
TPG Advisors
Illinois
$282K +$262K +3,044 New
STA
1374
Summit Trail Advisors
New York
$281K +$262K +3,036 New
MI
1375
Motiv8 Investments
Florida
$280K – – –
53 54
55
56 57