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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
SXL
1951
Summit X LLC
Missouri
– -$1.2M -10,935 Closed
T
1952
Transce3nd
Texas
– -$1.25M -10,833 -99%
LSA
1953
Lion Street Advisors
Texas
– -$969K -8,805 Closed
W
1954
Wealthquest
Ohio
– -$842K -7,652 Closed
HA
1955
Herold Advisors
New York
– -$835K -7,583 Closed
GLR
1956
Great Lakes Retirement
Ohio
– -$658K -5,978 Closed
SCM
1957
Schnieders Capital Management
California
– -$600K -5,450 Closed
SFC
1958
Strategic Financial Concepts
Texas
– -$434K -3,946 Closed
ACM
1959
AlphaStar Capital Management
North Carolina
– -$398K -3,613 Closed
OMC
1960
Old Mission Capital
Illinois
– -$349K -3,171 Closed
BW
1961
Basepoint Wealth
Iowa
– -$346K -3,143 Closed
SWGC
1962
Summit Wealth Group (Colorado)
Colorado
– -$340K -3,091 Closed
ACM
1963
Alpha Capital Management
Texas
– -$322K -2,922 Closed
RFN
1964
RDA Financial Network
Iowa
– -$309K -2,805 Closed
SIG
1965
Sargent Investment Group
Maryland
– -$319K -2,790 Closed
PIA
1966
Pinion Investment Advisors
Kansas
– -$305K -2,771 Closed
LMKC
1967
L.M. Kohn & Company
Ohio
– -$303K -2,752 Closed
AIM
1968
Avity Investment Management
Connecticut
– -$297K -2,695 Closed
AA
1969
Alpha Advisors
Virginia
– -$295K -2,682 Closed
MCM
1970
Mainstay Capital Management
Michigan
– -$292K -2,656 Closed
PWP
1971
Precedent Wealth Partners
Texas
– -$285K -2,588 Closed
AL
1972
Aspiriant LLC
California
– -$283K -2,570 Closed
APWA
1973
Atlas Private Wealth Advisors
New Jersey
– -$280K -2,540 Closed
KF
1974
KKM Financial
Illinois
– -$275K -2,500 Closed
FWP
1975
Forefront Wealth Partners
Texas
– -$241K -2,373 Closed
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79
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