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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
FNBOO
726
First National Bank of Omaha
Nebraska
$274K -$37.8K -800 -11%
ACM
727
Alpha Capital Management
Texas
$274K +$94.4K +1,996 +43%
VWA
728
V Wealth Advisors
Kansas
$274K +$314K +6,648 New
CSM
729
CAMG Solamere Management
North Carolina
$272K – – –
CFO
730
CVA Family Office
Colorado
$272K – – –
WA
731
WBH Advisory
Maryland
$272K +$85.5K +1,808 +38%
HIA
732
Harbor Investment Advisory
Maryland
$271K – – –
VAS
733
Vestmark Advisory Solutions
Massachusetts
$268K +$308K +6,504 New
CWM
734
Chesapeake Wealth Management
Virginia
$267K -$946 -20 -0.3%
NSB
735
Norway Savings Bank
Maine
$266K +$81.5K +1,724 +36%
AP
736
Atwood & Palmer
Missouri
$265K – – –
AC
737
Abbrea Capital
California
$264K – – –
MFW
738
Mosaic Family Wealth
Missouri
$263K -$3.78K -80 -1%
FPIS
739
Financial Planning & Information Services
Wisconsin
$262K -$9.84K -208 -3%
FT
740
Fiduciary Trust
Massachusetts
$261K +$298K +6,308 New
RIA
741
Realta Investment Advisors
Delaware
$257K -$56.6K -1,196 -16%
OPS
742
Orion Portfolio Solutions
Nebraska
$256K +$946 +20 +0.3%
GIA
743
Guyasuta Investment Advisors
Pennsylvania
$253K – – –
NWP
744
Northstar Wealth Partners
Connecticut
$252K – – –
SPL
745
Smart Portfolios LLC
Washington
$252K – – –
VBFG
746
Vishria Bird Financial Group
Tennessee
$252K – – –
BC
747
Brio Consultants
California
$250K +$757 +16 +0.3%
FWM
748
Filbrandt Wealth Management
Wisconsin
$249K -$9.27K -196 -3%
CWM
749
Confluence Wealth Management
Oregon
$249K +$1.32K +28 +0.5%
SC
750
Steph & Co
Wisconsin
$248K -$242K -5,120 -46%
28 29
30
31 32