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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
EIA
1651
Edgemoor Investment Advisors
Maryland
$237K +$213K +2,153 New
AO
1652
Advisor OS
Illinois
$236K +$212K +2,146 New
GAG
1653
Goodman Advisory Group
Massachusetts
$236K – – –
AIFS
1654
A&I Financial Services
Colorado
$235K +$212K +2,137 New
SA
1655
Stewardship Advisors
Pennsylvania
$235K +$211K +2,136 New
MFG
1656
Menard Financial Group
Texas
$234K – – –
PWP
1657
Perfromance Wealth Partners
Illinois
$234K +$210K +2,124 New
AFAS
1658
Acorn Financial Advisory Services
Virginia
$233K -$37.5K -379 -15%
GC
1659
Guidance Capital
Kentucky
$233K -$17.2K -174 -8%
DOA
1660
D'Orazio & Associates
Virginia
$232K -$46.9K -474 -18%
BPFA
1661
Barnes Pettey Financial Advisors
Mississippi
$231K +$208K +2,100 New
ICP
1662
Impact Capital Partners
Colorado
$230K +$207K +2,092 New
LPT
1663
Legacy Private Trust
Wisconsin
$230K +$207K +2,088 New
JIP
1664
Jaffetilchin Investment Partners
Florida
$228K -$15.9K -161 -7%
TI
1665
Tidal Investments
Wisconsin
$228K +$205K +2,072 New
Q1WB
1666
Quest 10 Wealth Builders
Virginia
$228K -$3.66K -37 -2%
PA
1667
Planning Alternatives
Michigan
$227K +$204K +2,063 New
HSG
1668
Helen Stephens Group
Texas
$225K +$202K +2,045 New
CST
1669
Charles Schwab Trust
Nevada
$225K +$202K +2,041 New
SHF
1670
Stage Harbor Financial
Massachusetts
$225K +$202K +2,040 New
PTP
1671
Platform Technology Partners
New York
$225K +$202K +2,040 New
VCM
1672
Vivaldi Capital Management
Illinois
$225K -$15.4K -156 -7%
WA
1673
WESPAC Advisors
California
$224K -$1.24M -12,571 -86%
TP
1674
Tranquility Partners
Tennessee
$224K +$201K +2,034 New
CWP
1675
Cyndeo Wealth Partners
Florida
$224K +$201K +2,034 New
65 66
67
68 69