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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
FSC
1476
Full Sail Capital
Oklahoma
$387K – – –
CT
1477
Caldwell Trust
Florida
$387K -$24.2K -210 -6%
MIP
1478
Marietta Investment Partners
Wisconsin
$387K +$369K +3,205 New
KHCM
1479
Kirtland Hills Capital Management
Ohio
$386K – – –
PWM
1480
Paulson Wealth Management
Illinois
$386K – – –
SI
1481
Saxon Interests
Texas
$386K -$4.95K -43 -1%
RBC
1482
Roble Belko & Company
Pennsylvania
$386K – – –
GC
1483
Grimes & Company
Massachusetts
$385K +$460 +4 +0.1%
WCM
1484
Wealthcare Capital Management
Virginia
$384K -$5.64K -49 -2%
PWPS
1485
Pinnacle Wealth Planning Services
Ohio
$384K – – –
LPFG
1486
Landing Point Financial Group
Ohio
$384K – – –
MHWM
1487
Montz Harcus Wealth Management
Louisiana
$383K +$345 +3 +0.1%
CTA
1488
Colonial Trust Advisors
South Carolina
$383K -$3.33K -29 -0.9%
LRIA
1489
Leonard Rickey Investment Advisors
Washington
$382K – – –
IWS
1490
Integrity Wealth Solutions
Colorado
$382K -$1.03K -9 -0.3%
PPWM
1491
PFG Private Wealth Management
Florida
$382K +$364K +3,161 New
BCP
1492
Blue Chip Partners
Michigan
$381K -$115 -1 -0%
SRWM
1493
Shira Ridge Wealth Management
California
$378K +$1.61K +14 +0.4%
FIM
1494
Freedom Investment Management
Connecticut
$377K -$1.25M -10,849 -78%
FPCG
1495
Forum Private Client Group
Indiana
$377K – – –
AIP
1496
ARS Investment Partners
New York
$377K +$87.6K +762 +32%
ZIG
1497
Zullo Investment Group
Pennsylvania
$377K – – –
CWM
1498
Core Wealth Management
Florida
$374K – – –
CPSAC
1499
Chas P. Smith & Associates (CPS)
Florida
$373K -$248K -2,152 -41%
TA
1500
TPG Advisors
Illinois
$367K – – –
58 59
60
61 62