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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
TCTWM
1501
Three Cord True Wealth Management
Pennsylvania
$274K -$66.7K -662 -18%
VPF
1502
Vantage Point Financial
Illinois
$273K +$297K +2,944 New
AIM
1503
Advyzon Investment Management
Illinois
$273K -$121K -1,196 -29%
SMC
1504
Smith, Moore & Co
Missouri
$273K +$27.4K +272 +10%
MHB
1505
Midwest Heritage Bank
Iowa
$272K -$15.8K -157 -5%
SPWM
1506
Schrum Private Wealth Management
Florida
$272K -$12.1K -120 -4%
CWM
1507
Chesapeake Wealth Management
Virginia
$272K -$2.52K -25 -0.8%
LMKC
1508
L.M. Kohn & Company
Ohio
$271K -$3.63K -36 -1%
CWM
1509
Centricity Wealth Management
Ohio
$270K +$15.7K +156 +6%
RCG
1510
Regatta Capital Group
California
$270K – – –
GC
1511
Grimes & Company
Massachusetts
$270K -$2.42K -24 -0.8%
BAMG
1512
Brand Asset Management Group
Missouri
$269K – – –
BBNA
1513
Bremer Bank National Association
Minnesota
$268K – – –
SPIA
1514
Strategic Point Investment Advisors
Rhode Island
$267K – – –
NC
1515
NewSquare Capital
Pennsylvania
$264K – – –
DSC
1516
Duncker Streett & Co
Missouri
$263K +$101 +1 +0%
ACM
1517
Alpha Capital Management
Texas
$262K +$30.2K +300 +12%
SWM
1518
Sagace Wealth Management
Florida
$259K -$48.4K -480 -15%
GBT
1519
Grove Bank & Trust
Florida
$258K – – –
AIS
1520
Accredited Investor Services
Minnesota
$258K – – –
MAG
1521
M3 Advisory Group
Massachusetts
$258K +$28K +278 +11%
MWM
1522
Melfa Wealth Management
Massachusetts
$258K -$75.6K -750 -21%
RIM
1523
Rockbridge Investment Management
New York
$256K +$10.7K +106 +4%
OWA
1524
Octavia Wealth Advisors
Ohio
$256K +$42K +417 +18%
LLWM
1525
Life Line Wealth Management
California
$256K +$278K +2,753 New
59 60
61
62 63