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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1551
Caldwell Trust
Florida
$363K – – –
GC
1552
Grimes & Company
Massachusetts
$362K +$361 +3 +0.1%
PWM
1553
Paulson Wealth Management
Illinois
$362K – – –
RBC
1554
Roble Belko & Company
Pennsylvania
$361K – – –
KFAS
1555
Keating Financial Advisory Services
Kansas
$361K +$98.5K +819 +35%
WCM
1556
Wealthcare Capital Management
Virginia
$360K – – –
MHWM
1557
Montz Harcus Wealth Management
Louisiana
$360K +$241 +2 +0.1%
ZIM
1558
Zacks Investment Management
Illinois
$359K +$175K +1,456 +85%
SAMT
1559
Select Asset Management & Trust
Pennsylvania
$358K -$60.6K -504 -14%
LRIA
1560
Leonard Rickey Investment Advisors
Washington
$358K – – –
CTA
1561
Colonial Trust Advisors
South Carolina
$355K – – –
PWP
1562
Prasad Wealth Partners
Ohio
$353K -$11.2K -93 -3%
CFG
1563
Compass Financial Group
Ohio
$353K -$50.9K -423 -12%
SFAM
1564
Sawyer Falduto Asset Management
Illinois
$352K – – –
CTC
1565
Corundum Trust Company
South Dakota
$352K +$374K +3,110 New
GFPC
1566
Global Financial Private Client
Florida
$348K +$28.3K +235 +8%
FFG
1567
Forum Finance Group
$345K +$449K +3,733 New
TA
1568
TPG Advisors
Illinois
$344K – – –
AWM
1569
Affinity Wealth Management
Delaware
$344K -$32.7K -272 -8%
BBA
1570
BLB&B Advisors
Pennsylvania
$342K +$63.3K +526 +21%
CWM
1571
Core Wealth Management
Florida
$341K – – –
RCP
1572
Roan Capital Partners
Tennessee
$341K +$362K +3,014 New
SC
1573
Steph & Co
Wisconsin
$340K – – –
VDC
1574
Van Diest Capital
Iowa
$340K -$15.8K -131 -4%
BHPW
1575
Beverly Hills Private Wealth
California
$340K -$4.45K -37 -1%
61 62
63
64 65