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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
WTA
1451
Washington Trust Advisors
Massachusetts
$184K – – –
RIA
1452
Realta Investment Advisors
Delaware
$182K +$174K +2,160 New
CWM
1453
Compass Wealth Management
Connecticut
$182K – – –
GJWM
1454
Gilliland Jeter Wealth Management
Arkansas
$182K +$173K +2,155 New
GAG
1455
Goodman Advisory Group
Massachusetts
$181K – – –
CPG
1456
Cornerstone Planning Group
New Jersey
$178K +$24.5K +305 +17%
BL
1457
BFSG LLC
California
$174K – – –
CT
1458
Clearstead Trust
Maine
$173K – – –
VWWMG
1459
Vermillion & White Wealth Management Group
Pennsylvania
$169K +$73K +909 +83%
WWP
1460
WR Wealth Planners
Missouri
$168K -$544K -6,775 -77%
GFPC
1461
Global Financial Private Client
Florida
$161K +$85.9K +1,069 +127%
FFA
1462
Founders Financial Alliance
North Carolina
$157K +$12.6K +157 +9%
TH
1463
TCTC Holdings
Texas
$155K – – –
BCCM
1464
Black Cypress Capital Management
Florida
$153K +$146K +1,812 New
PAI
1465
Pittenger & Anderson Inc
Nebraska
$147K – – –
LWA
1466
Lowe Wealth Advisors
Maryland
$139K – – –
ADL
1467
Asset Dedication LLC
California
$139K -$29K -361 -18%
EWM
1468
Evermay Wealth Management
Virginia
$138K +$70.1K +872 +115%
CPA
1469
Cardiff Park Advisors
California
$137K – – –
NS
1470
NBC Securities
Alabama
$132K – – –
AA
1471
Addison Advisors
Vermont
$130K – – –
BSB
1472
Bangor Savings Bank
Maine
$129K -$3.21K -40 -3%
FPB
1473
First PREMIER Bank
South Dakota
$129K – – –
NIC
1474
Northwest Investment Counselors
Oregon
$129K +$122K +1,524 New
RFG
1475
RFP Financial Group
Georgia
$127K – – –
57 58
59
60 61