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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
1951
Herold Advisors
New York
– -$835K -7,583 Closed
GLR
1952
Great Lakes Retirement
Ohio
– -$658K -5,978 Closed
SCM
1953
Schnieders Capital Management
California
– -$600K -5,450 Closed
SFC
1954
Strategic Financial Concepts
Texas
– -$434K -3,946 Closed
ACM
1955
AlphaStar Capital Management
North Carolina
– -$398K -3,613 Closed
OMC
1956
Old Mission Capital
Illinois
– -$349K -3,171 Closed
BW
1957
Basepoint Wealth
Iowa
– -$346K -3,143 Closed
SWGC
1958
Summit Wealth Group (Colorado)
Colorado
– -$340K -3,091 Closed
ACM
1959
Alpha Capital Management
Texas
– -$322K -2,922 Closed
RFN
1960
RDA Financial Network
Iowa
– -$309K -2,805 Closed
SIG
1961
Sargent Investment Group
Maryland
– -$319K -2,790 Closed
PIA
1962
Pinion Investment Advisors
Kansas
– -$305K -2,771 Closed
LMKC
1963
L.M. Kohn & Company
Ohio
– -$303K -2,752 Closed
AIM
1964
Avity Investment Management
Connecticut
– -$297K -2,695 Closed
AA
1965
Alpha Advisors
Virginia
– -$295K -2,682 Closed
MCM
1966
Mainstay Capital Management
Michigan
– -$292K -2,656 Closed
PWP
1967
Precedent Wealth Partners
Texas
– -$285K -2,588 Closed
AL
1968
Aspiriant LLC
California
– -$283K -2,570 Closed
APWA
1969
Atlas Private Wealth Advisors
New Jersey
– -$280K -2,540 Closed
KF
1970
KKM Financial
Illinois
– -$275K -2,500 Closed
FWP
1971
Forefront Wealth Partners
Texas
– -$241K -2,373 Closed
SIMG
1972
Sonora Investment Management Group
Arizona
– -$260K -2,360 Closed
MP
1973
McDonald Partners
Ohio
– -$259K -2,348 Closed
FCM
1974
Fortis Capital Management
Washington
– -$254K -2,306 Closed
FTUS
1975
Flow Traders U.S.
New York
– -$244K -2,217 Closed
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79
80