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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1451
Compass Wealth Management
Connecticut
$182K – – –
GJWM
1452
Gilliland Jeter Wealth Management
Arkansas
$182K +$173K +2,155 New
GAG
1453
Goodman Advisory Group
Massachusetts
$181K – – –
CPG
1454
Cornerstone Planning Group
New Jersey
$178K +$24.5K +305 +17%
BL
1455
BFSG LLC
California
$174K – – –
CT
1456
Clearstead Trust
Maine
$173K – – –
VWWMG
1457
Vermillion & White Wealth Management Group
Pennsylvania
$169K +$73K +909 +83%
WWP
1458
WR Wealth Planners
Missouri
$168K -$544K -6,775 -77%
GFPC
1459
Global Financial Private Client
Florida
$161K +$85.9K +1,069 +127%
FFA
1460
Founders Financial Alliance
North Carolina
$157K +$12.6K +157 +9%
TH
1461
TCTC Holdings
Texas
$155K – – –
BCCM
1462
Black Cypress Capital Management
Florida
$153K +$146K +1,812 New
PAI
1463
Pittenger & Anderson Inc
Nebraska
$147K – – –
LWA
1464
Lowe Wealth Advisors
Maryland
$139K – – –
ADL
1465
Asset Dedication LLC
California
$139K -$29K -361 -18%
EWM
1466
Evermay Wealth Management
Virginia
$138K +$70.1K +872 +115%
CPA
1467
Cardiff Park Advisors
California
$137K – – –
NS
1468
NBC Securities
Alabama
$132K – – –
AA
1469
Addison Advisors
Vermont
$130K – – –
BSB
1470
Bangor Savings Bank
Maine
$129K -$3.21K -40 -3%
FPB
1471
First PREMIER Bank
South Dakota
$129K – – –
NIC
1472
Northwest Investment Counselors
Oregon
$129K +$122K +1,524 New
RFG
1473
RFP Financial Group
Georgia
$127K – – –
RG
1474
Retirement Group
California
$120K – – –
FCMT
1475
Founders Capital Management (Texas)
Texas
$117K – – –
57 58
59
60 61