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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
SPWG
1501
Sage Private Wealth Group
Illinois
$202K -$421K -4,884 -69%
FBT
1502
First Bank & Trust
South Dakota
$202K +$188K +2,184 New
OPCM
1503
Osborne Partners Capital Management
California
$200K -$27.5K -319 -13%
CTFG
1504
Capstone Triton Financial Group
Oklahoma
$200K +$187K +2,165 New
MFG
1505
Menard Financial Group
Texas
$200K +$186K +2,163 New
CWM
1506
Compass Wealth Management
Connecticut
$200K – – –
GAG
1507
Goodman Advisory Group
Massachusetts
$198K – – –
WTA
1508
Washington Trust Advisors
Massachusetts
$198K -$3.45K -40 -2%
CPG
1509
Cornerstone Planning Group
New Jersey
$195K +$14.4K +167 +8%
RIA
1510
Realta Investment Advisors
Delaware
$195K -$4.22K -49 -2%
CT
1511
Clearstead Trust
Maine
$190K – – –
GA
1512
GoalVest Advisory
New York
$189K +$60.3K +700 +52%
BL
1513
BFSG LLC
California
$187K -$2.93K -34 -2%
IGWM
1514
ICA Group Wealth Management
Colorado
$176K -$425K -4,934 -72%
ZB
1515
Zions Bancorporation
Utah
$175K +$163K +1,894 New
FFA
1516
Founders Financial Alliance
North Carolina
$173K – – –
TH
1517
TCTC Holdings
Texas
$170K – – –
CAS
1518
Coppell Advisory Solutions
Texas
$169K +$158K +1,828 New
BCCM
1519
Black Cypress Capital Management
Florida
$168K +$86 +1 +0.1%
SIS
1520
Strategic Investment Solutions
Illinois
$165K +$156K +1,805 New
TSMHT
1521
Thurston Springer Miller Herd & Titak
Indiana
$161K +$150K +1,744 New
PAI
1522
Pittenger & Anderson Inc
Nebraska
$161K – – –
CCA
1523
Criterion Capital Advisors
Tennessee
$160K +$149K +1,726 New
LWA
1524
Lowe Wealth Advisors
Maryland
$153K – – –
ADL
1525
Asset Dedication LLC
California
$152K – – –
59 60
61
62 63