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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
SSW
1476
Stone Summit Wealth
Florida
$509K -$1.98K -15 -0.4%
KHCM
1477
Kirtland Hills Capital Management
Ohio
$507K +$39.6K +300 +9%
WPA
1478
Wealth Preservation Advisors
Tennessee
$507K +$381K +2,883 +358%
FAT
1479
First American Trust
California
$506K – – –
KA
1480
Klingman & Associates
New York
$505K – – –
PGF
1481
Plan Group Financial
Oklahoma
$504K -$92.2K -698 -16%
MFT
1482
Moisand Fitzgerald Tamayo
Florida
$501K -$1.72K -13 -0.4%
CB
1483
Community Bank
New York
$501K -$191K -1,447 -28%
RWM
1484
Ritholtz Wealth Management
New York
$501K +$20.9K +158 +5%
LT
1485
Legacy Trust
Michigan
$501K – – –
WHG
1486
Westwood Holdings Group
Texas
$500K +$6.47K +49 +1%
GJIA
1487
Glass Jacobson Investment Advisors
Maryland
$498K +$6.34K +48 +1%
WLPWM
1488
Walled Lake Planning & Wealth Management
Illinois
$498K -$792 -6 -0.2%
TRIA
1489
Trail Ridge Investment Advisors
Colorado
$497K +$15.3K +116 +3%
GFG
1490
Genesis Financial Group
New Jersey
$494K -$660 -5 -0.1%
CAM
1491
Cozad Asset Management
Illinois
$493K – – –
AFG
1492
Allegheny Financial Group
Pennsylvania
$491K +$15.3K +116 +3%
APFP
1493
Action Point Financial Planning
Michigan
$489K +$470K +3,559 New
HA
1494
HFG Advisors
Ohio
$489K – – –
CT
1495
Caldwell Trust
Florida
$488K +$45.6K +345 +11%
ACG
1496
Allen Capital Group
Nebraska
$488K – – –
KFAS
1497
Keating Financial Advisory Services
Kansas
$487K +$46.5K +352 +11%
CFAM
1498
Center For Asset Management
Florida
$487K – – –
ACM
1499
Aurdan Capital Management
Pennsylvania
$485K – – –
KHC
1500
Koesten Hirschmann & Crabtree
Kansas
$485K – – –
58 59
60
61 62