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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
RTL
1576
Red Tortoise LLC
Georgia
$126K – – –
ITIM
1577
Indiana Trust & Investment Management
Indiana
$125K +$2.4K +26 +2%
JFG
1578
JDM Financial Group
Texas
$124K – – –
IIL
1579
Insight Inv LLC
California
$123K – – –
WBC
1580
West Branch Capital
Massachusetts
$119K +$185 +2 +0.2%
SWM
1581
Sugarloaf Wealth Management
Georgia
$119K +$17.5K +190 +18%
FWM
1582
FSA Wealth Management
Massachusetts
$113K +$109K +1,180 New
CT
1583
Clearstead Trust
Maine
$112K -$81.7K -885 -43%
WWM
1584
Wolff Wiese Magana
California
$111K +$52.6K +570 +96%
TCM
1585
Tradewinds Capital Management
Washington
$110K -$24.6K -266 -19%
CWM
1586
Compass Wealth Management
Connecticut
$110K -$92.9K -1,006 -47%
MIA
1587
Milestone Investment Advisors
Wisconsin
$103K – – –
PCM
1588
Perritt Capital Management
Illinois
$101K -$120K -1,304 -55%
CP
1589
Castleview Partners
Texas
$98.6K – – –
AIM
1590
Anchor Investment Management
South Carolina
$96.4K – – –
CBT
1591
CoreFirst Bank & Trust
Kansas
$91.5K +$88.3K +956 New
S
1592
Syntrinsic
Colorado
$91.2K -$2.86K -31 -3%
TAM
1593
Townsend Asset Management
North Carolina
$91K – – –
IRC
1594
Investors Research Corp
Georgia
$89.5K +$48.2K +522 +126%
M
1595
MOTCO
Texas
$88.1K – – –
AWM
1596
Abound Wealth Management
Tennessee
$84.4K +$92 +1 +0.1%
GWANC
1597
Guardian Wealth Advisors (North Carolina)
North Carolina
$84K – – –
SC
1598
SouthState Corp
Florida
$83.8K – – –
BL
1599
Balentine LLC
Georgia
$83.7K -$41.4K -448 -34%
BA
1600
Ballast Advisors
Minnesota
$82.7K – – –
62 63
64
65 66