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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1726
Rockline Wealth Management
New York
$222K – – –
EGA
1727
E&G Advisors
Texas
$222K – – –
SIG
1728
Stonegate Investment Group
Alabama
$222K – – –
IC
1729
Inscription Capital
Texas
$222K +$211K +1,836 New
TH
1730
TCTC Holdings
Texas
$221K – – –
SW
1731
Solidarity Wealth
Utah
$221K -$2.3K -20 -1%
RW
1732
Ridgeline Wealth
Arizona
$219K -$4.72K -41 -2%
MCM
1733
Maple Capital Management
Vermont
$219K +$209K +1,816 New
BL
1734
BFSG LLC
California
$219K – – –
BI
1735
Berkeley Inc
Idaho
$219K +$208K +1,810 New
KCAM
1736
Kagan Cocozza Asset Management
New Jersey
$218K +$208K +1,808 New
RWA
1737
Redhawk Wealth Advisors
Minnesota
$218K -$21.6K -188 -9%
BFA
1738
Bill Few Associates
Pennsylvania
$217K +$207K +1,798 New
CPA
1739
Cardiff Park Advisors
California
$217K – – –
NA
1740
Nordwand Advisors
Pennsylvania
$216K -$63.3K -550 -24%
AF
1741
Apexium Financial
Texas
$216K +$206K +1,789 New
GSIS
1742
Global Strategic Investment Solutions
Arizona
$213K +$203K +1,768 New
KFC
1743
Klingenstein Fields & Co
New York
$213K -$156K -1,355 -43%
PAM
1744
Pacific Asset Management
Washington
$212K +$202K +1,760 New
CFA
1745
Capstone Financial Advisors
Illinois
$212K -$23.2K -202 -10%
SHGA
1746
Sand Hill Global Advisors
California
$212K +$202K +1,755 New
SA
1747
Stewardship Advisors
Pennsylvania
$211K -$44.6K -388 -18%
IWM
1748
Inlight Wealth Management
Georgia
$211K – – –
LI
1749
LifeWealth Investments
Florida
$210K +$200K +1,743 New
OC
1750
Optima Capital
Oregon
$210K +$200K +1,742 New
68 69
70
71 72