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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
1526
Pinion Investment Advisors
Kansas
$305K -$400K -4,044 -59%
RIM
1527
Rockbridge Investment Management
New York
$304K – – –
LMKC
1528
L.M. Kohn & Company
Ohio
$303K -$16.2K -164 -6%
SAM
1529
SP Asset Management
California
$303K +$297 +3 +0.1%
MAG
1530
MRA Advisory Group
New Jersey
$303K +$198 +2 +0.1%
PSA
1531
Plum Street Advisors
Louisiana
$302K +$8.91K +90 +3%
PSIWM
1532
Paradigm Strategies in Wealth Management
Minnesota
$301K – – –
VBFP
1533
Valtinson Bruner Financial Planning
Minnesota
$300K +$29.1K +294 +12%
KCM
1534
Kennicott Capital Management
California
$300K -$39.6K -400 -13%
KCPG
1535
Kavar Capital Partners Group
Kansas
$299K – – –
AIM
1536
Avity Investment Management
Connecticut
$297K – – –
DTC
1537
Davidson Trust Company
Washington
$296K – – –
AA
1538
Alpha Advisors
Virginia
$295K +$32.4K +327 +14%
CFSG
1539
Community Financial Services Group
Vermont
$295K – – –
UAS
1540
United Asset Strategies
New York
$294K -$495 -5 -0.2%
MCM
1541
Mainstay Capital Management
Michigan
$292K +$263K +2,656 New
AA
1542
Advisory Alpha
Michigan
$292K +$263K +2,655 New
CC
1543
Chicago Capital
Illinois
$292K -$42.8K -432 -14%
CCG
1544
Cypress Capital Group
Florida
$292K – – –
WPP
1545
Whalerock Point Partners
Rhode Island
$291K – – –
GCA
1546
Genesee Capital Advisors
New York
$291K – – –
SWM
1547
Shelton Wealth Management
Texas
$291K -$35K -354 -12%
MA
1548
MCF Advisors
Kentucky
$290K – – –
OPWM
1549
Oregon Pacific Wealth Management
Oregon
$290K +$4.75K +48 +2%
PA
1550
PSI Advisors
Florida
$289K -$70.1K -708 -21%
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63 64