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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
GCA
1651
Greenwood Capital Associates
South Carolina
$238K – – –
LFS
1652
Legacy Financial Strategies
Kansas
$237K +$213K +2,157 New
ECM
1653
Exchange Capital Management
Michigan
$237K – – –
EIA
1654
Edgemoor Investment Advisors
Maryland
$237K +$213K +2,153 New
AO
1655
Advisor OS
Illinois
$236K +$212K +2,146 New
GAG
1656
Goodman Advisory Group
Massachusetts
$236K – – –
AIFS
1657
A&I Financial Services
Colorado
$235K +$212K +2,137 New
SA
1658
Stewardship Advisors
Pennsylvania
$235K +$211K +2,136 New
MFG
1659
Menard Financial Group
Texas
$234K – – –
PWP
1660
Perfromance Wealth Partners
Illinois
$234K +$210K +2,124 New
AFAS
1661
Acorn Financial Advisory Services
Virginia
$233K -$37.5K -379 -15%
GC
1662
Guidance Capital
Kentucky
$233K -$17.2K -174 -8%
DOA
1663
D'Orazio & Associates
Virginia
$232K -$46.9K -474 -18%
BPFA
1664
Barnes Pettey Financial Advisors
Mississippi
$231K +$208K +2,100 New
ICP
1665
Impact Capital Partners
Colorado
$230K +$207K +2,092 New
LPT
1666
Legacy Private Trust
Wisconsin
$230K +$207K +2,088 New
JIP
1667
Jaffetilchin Investment Partners
Florida
$228K -$15.9K -161 -7%
TI
1668
Tidal Investments
Wisconsin
$228K +$205K +2,072 New
Q1WB
1669
Quest 10 Wealth Builders
Virginia
$228K -$3.66K -37 -2%
PA
1670
Planning Alternatives
Michigan
$227K +$204K +2,063 New
HSG
1671
Helen Stephens Group
Texas
$225K +$202K +2,045 New
CST
1672
Charles Schwab Trust
Nevada
$225K +$202K +2,041 New
SHF
1673
Stage Harbor Financial
Massachusetts
$225K +$202K +2,040 New
PTP
1674
Platform Technology Partners
New York
$225K +$202K +2,040 New
VCM
1675
Vivaldi Capital Management
Illinois
$225K -$15.4K -156 -7%
65 66
67
68 69