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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
FDS
1551
Freedom Day Solutions
Texas
$365K -$3.01K -25 -0.8%
TA
1552
TruWealth Advisors
Louisiana
$364K -$16.4K -136 -4%
NSG
1553
Nalls Sherbakoff Group
Tennessee
$363K – – –
CT
1554
Caldwell Trust
Florida
$363K – – –
GC
1555
Grimes & Company
Massachusetts
$362K +$361 +3 +0.1%
PWM
1556
Paulson Wealth Management
Illinois
$362K – – –
RBC
1557
Roble Belko & Company
Pennsylvania
$361K – – –
KFAS
1558
Keating Financial Advisory Services
Kansas
$361K +$98.5K +819 +35%
WCM
1559
Wealthcare Capital Management
Virginia
$360K – – –
MHWM
1560
Montz Harcus Wealth Management
Louisiana
$360K +$241 +2 +0.1%
ZIM
1561
Zacks Investment Management
Illinois
$359K +$175K +1,456 +85%
SAMT
1562
Select Asset Management & Trust
Pennsylvania
$358K -$60.6K -504 -14%
LRIA
1563
Leonard Rickey Investment Advisors
Washington
$358K – – –
CTA
1564
Colonial Trust Advisors
South Carolina
$355K – – –
PWP
1565
Prasad Wealth Partners
Ohio
$353K -$11.2K -93 -3%
CFG
1566
Compass Financial Group
Ohio
$353K -$50.9K -423 -12%
SFAM
1567
Sawyer Falduto Asset Management
Illinois
$352K – – –
CTC
1568
Corundum Trust Company
South Dakota
$352K +$374K +3,110 New
GFPC
1569
Global Financial Private Client
Florida
$348K +$28.3K +235 +8%
FFG
1570
Forum Finance Group
$345K +$449K +3,733 New
TA
1571
TPG Advisors
Illinois
$344K – – –
AWM
1572
Affinity Wealth Management
Delaware
$344K -$32.7K -272 -8%
BBA
1573
BLB&B Advisors
Pennsylvania
$342K +$63.3K +526 +21%
CWM
1574
Core Wealth Management
Florida
$341K – – –
RCP
1575
Roan Capital Partners
Tennessee
$341K +$362K +3,014 New
61 62
63
64 65