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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
SVWAG
601
Sound View Wealth Advisors Group
Georgia
$935K +$964K +12,646 New
BBHC
602
Brown Brothers Harriman & Co
New York
$932K – – –
LL
603
LPWM LLC
Minnesota
$932K +$74.7K +980 +9%
TFO
604
Tarbox Family Office
California
$930K -$50.1K -657 -5%
RWMH
605
Riverpoint Wealth Management Holdings
Illinois
$927K -$4.38M -57,522 -82%
DI
606
Disciplined Investments
Oklahoma
$927K -$32.9K -431 -3%
GPFA
607
Game Plan Financial Advisors
Ohio
$924K -$40K -525 -4%
FNT
608
First Nebraska Trust
Nebraska
$920K – – –
APW
609
Aurora Private Wealth
New Jersey
$905K -$6.4K -84 -0.7%
NDSI
610
Newman Dignan & Sheerar Inc
Rhode Island
$903K -$38.1K -500 -4%
ACM
611
Azimuth Capital Management
Michigan
$902K -$8.92K -117 -0.9%
PWM
612
Perigon Wealth Management
California
$898K – – –
AA
613
Advisory Alpha
Michigan
$897K +$48K +630 +5%
UFA
614
US Financial Advisors
Massachusetts
$887K -$140K -1,841 -13%
MPM
615
Meritage Portfolio Management
Kansas
$885K – – –
IWS
616
Insight Wealth Strategies
California
$880K -$185K -2,421 -17%
MA
617
MONECO Advisors
Connecticut
$880K -$78.1K -1,024 -8%
TI
618
Truepoint Inc
Ohio
$876K – – –
WWM
619
Windsor Wealth Management
Indiana
$876K +$67.2K +882 +8%
JGC
620
J. Goldman & Co
New York
$876K +$386K +5,069 +75%
NEWAS
621
N.E.W. Advisory Services
Wisconsin
$870K -$131K -1,724 -13%
LF
622
LifeSteps Financial
California
$870K – – –
SHA
623
Seneca House Advisors
Virginia
$864K -$86K -1,128 -9%
WQ
624
Wealth Quarterback
New Jersey
$864K -$17.2K -225 -2%
WB
625
WesBanco Bank
West Virginia
$864K +$26.8K +352 +3%
23 24
25
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