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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
1726
Center for Financial Planning
Michigan
$134K +$50.3K +504 +62%
RTL
1727
Red Tortoise LLC
Georgia
$134K – – –
ITIM
1728
Indiana Trust & Investment Management
Indiana
$133K – – –
IIL
1729
Insight Inv LLC
California
$130K – – –
CP
1730
Castleview Partners
Texas
$129K +$24.3K +244 +24%
WBC
1731
West Branch Capital
Massachusetts
$127K +$200 +2 +0.2%
LDB
1732
Lee, Danner & Bass
Tennessee
$122K +$120K +1,200 New
SWM
1733
Sugarloaf Wealth Management
Georgia
$121K -$4.69K -47 -4%
FWM
1734
FSA Wealth Management
Massachusetts
$120K – – –
CT
1735
Clearstead Trust
Maine
$119K – – –
WWM
1736
Wolff Wiese Magana
California
$118K – – –
TCM
1737
Tradewinds Capital Management
Washington
$117K – – –
CWM
1738
Compass Wealth Management
Connecticut
$117K – – –
WTFG
1739
Wood Tarver Financial Group
Idaho
$111K +$110K +1,100 New
MAS
1740
MPWM Advisory Solutions
Georgia
$111K +$109K +1,092 New
MIA
1741
Milestone Investment Advisors
Wisconsin
$109K – – –
PCM
1742
Perritt Capital Management
Illinois
$108K +$100 +1 +0.1%
TAM
1743
Tucker Asset Management
Colorado
$107K +$30.1K +302 +40%
RF
1744
Roxbury Financial
New Jersey
$105K +$104K +1,043 New
HC
1745
Hoese & Co
Minnesota
$105K +$103K +1,032 New
AF
1746
Atala Financial
California
$104K +$102K +1,024 New
AIM
1747
Anchor Investment Management
South Carolina
$102K – – –
FLP
1748
Financial Life Planners
Arizona
$101K +$99.7K +999 New
JFG
1749
JDM Financial Group
Texas
$101K -$30.3K -304 -23%
EF
1750
Empowered Funds
Pennsylvania
$97.6K +$95.9K +961 New
68 69
70
71 72