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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
RTL
1751
Red Tortoise LLC
Georgia
$145K – – –
CBT
1752
CoreFirst Bank & Trust
Kansas
$142K +$128K +1,292 New
IIL
1753
Insight Inv LLC
California
$141K – – –
FWM
1754
FSA Wealth Management
Massachusetts
$130K – – –
BMM
1755
Berkshire Money Management
Massachusetts
$129K -$186K -1,884 -62%
CT
1756
Clearstead Trust
Maine
$129K – – –
WWM
1757
Wolff Wiese Magana
California
$128K – – –
BFP
1758
Briaud Financial Planning
Texas
$126K +$50.7K +512 +80%
TFG
1759
Team Financial Group
California
$124K +$112K +1,131 New
RIA
1760
Realta Investment Advisors
Delaware
$124K -$46.7K -472 -30%
WTFG
1761
Wood Tarver Financial Group
Idaho
$121K – – –
MAS
1762
MPWM Advisory Solutions
Georgia
$120K – – –
PA
1763
Pineridge Advisors
Missouri
$120K +$105K +1,058 +3,527%
WBC
1764
West Branch Capital
Massachusetts
$119K -$16.2K -164 -13%
MIA
1765
Milestone Investment Advisors
Wisconsin
$118K – – –
APW
1766
Aventura Private Wealth
Florida
$117K – – –
PCM
1767
Perritt Capital Management
Illinois
$117K +$99 +1 +0.1%
BCCM
1768
Black Cypress Capital Management
Florida
$117K -$23.1K -233 -18%
BC
1769
Bulwark Capital
Florida
$115K +$103K +1,044 New
HC
1770
Hoese & Co
Minnesota
$114K – – –
IAS
1771
IMA Advisory Services
Colorado
$114K – – –
RFA
1772
Register Financial Advisors
Georgia
$114K – – –
AIM
1773
Anchor Investment Management
South Carolina
$111K – – –
JFG
1774
JDM Financial Group
Texas
$110K – – –
PAI
1775
Pittenger & Anderson Inc
Nebraska
$106K – – –
69 70
71
72 73