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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
AHIA
1501
Andrew Hill Investment Advisors
Florida
$203K +$189K +2,197 New
VCS
1502
Vaughan & Co Securities
New Jersey
$202K +$189K +2,188 New
SPWG
1503
Sage Private Wealth Group
Illinois
$202K -$421K -4,884 -69%
FBT
1504
First Bank & Trust
South Dakota
$202K +$188K +2,184 New
OPCM
1505
Osborne Partners Capital Management
California
$200K -$27.5K -319 -13%
CTFG
1506
Capstone Triton Financial Group
Oklahoma
$200K +$187K +2,165 New
MFG
1507
Menard Financial Group
Texas
$200K +$186K +2,163 New
CWM
1508
Compass Wealth Management
Connecticut
$200K – – –
GAG
1509
Goodman Advisory Group
Massachusetts
$198K – – –
WTA
1510
Washington Trust Advisors
Massachusetts
$198K -$3.45K -40 -2%
CPG
1511
Cornerstone Planning Group
New Jersey
$195K +$14.4K +167 +8%
RIA
1512
Realta Investment Advisors
Delaware
$195K -$4.22K -49 -2%
CT
1513
Clearstead Trust
Maine
$190K – – –
GA
1514
GoalVest Advisory
New York
$189K +$60.3K +700 +52%
BL
1515
BFSG LLC
California
$187K -$2.93K -34 -2%
IGWM
1516
ICA Group Wealth Management
Colorado
$176K -$425K -4,934 -72%
ZB
1517
Zions Bancorporation
Utah
$175K +$163K +1,894 New
FFA
1518
Founders Financial Alliance
North Carolina
$173K – – –
TH
1519
TCTC Holdings
Texas
$170K – – –
CAS
1520
Coppell Advisory Solutions
Texas
$169K +$158K +1,828 New
BCCM
1521
Black Cypress Capital Management
Florida
$168K +$86 +1 +0.1%
SIS
1522
Strategic Investment Solutions
Illinois
$165K +$156K +1,805 New
TSMHT
1523
Thurston Springer Miller Herd & Titak
Indiana
$161K +$150K +1,744 New
PAI
1524
Pittenger & Anderson Inc
Nebraska
$161K – – –
CCA
1525
Criterion Capital Advisors
Tennessee
$160K +$149K +1,726 New
59 60
61
62 63