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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1551
Darwin Wealth Management
Florida
$182K +$176K +1,901 New
ZB
1552
Zions Bancorporation
Utah
$181K – – –
TH
1553
TCTC Holdings
Texas
$175K – – –
SIS
1554
Strategic Investment Solutions
Illinois
$173K – – –
ADL
1555
Asset Dedication LLC
California
$163K +$5.63K +61 +4%
CPG
1556
Cornerstone Planning Group
New Jersey
$161K -$62K -671 -29%
CCA
1557
Criterion Capital Advisors
Tennessee
$160K – – –
BCCM
1558
Black Cypress Capital Management
Florida
$159K -$13.8K -150 -8%
JIP
1559
Jaffetilchin Investment Partners
Florida
$158K +$152K +1,645 New
CPA
1560
Cardiff Park Advisors
California
$155K – – –
PAI
1561
Pittenger & Anderson Inc
Nebraska
$155K -$11.1K -120 -7%
MPWT
1562
MassMutual Private Wealth & Trust
Connecticut
$152K +$24.5K +265 +20%
NS
1563
NBC Securities
Alabama
$150K – – –
AA
1564
Addison Advisors
Vermont
$147K – – –
FPB
1565
First PREMIER Bank
South Dakota
$146K – – –
NIC
1566
Northwest Investment Counselors
Oregon
$146K +$141K +1,524 New
BSB
1567
Bangor Savings Bank
Maine
$144K – – –
LWA
1568
Lowe Wealth Advisors
Maryland
$139K -$18.5K -200 -12%
PWMA
1569
Pension & Wealth Management Advisors
Massachusetts
$137K +$96.3K +1,043 +272%
RIA
1570
Realta Investment Advisors
Delaware
$133K -$69K -747 -35%
GG
1571
Gleason Group
Kentucky
$132K -$302K -3,274 -70%
HGA
1572
Hobbs Group Advisors
South Carolina
$128K +$20.2K +219 +20%
CSWG
1573
Cardinal Strategic Wealth Guidance
Kentucky
$127K – – –
RTL
1574
Red Tortoise LLC
Georgia
$126K – – –
ITIM
1575
Indiana Trust & Investment Management
Indiana
$125K +$2.4K +26 +2%
61 62
63
64 65