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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
CPFP
751
Clear Perspectives Financial Planning
Ohio
$463K -$64.6K -1,000 -12%
IIC
752
Ironwood Investment Counsel
Arizona
$463K +$259 +4 +0.1%
NP
753
NorthRock Partners
Minnesota
$463K +$33.1K +512 +8%
FDS
754
Freedom Day Solutions
Texas
$461K +$4.01K +62 +0.9%
WF
755
Welch & Forbes
Massachusetts
$460K -$12.9K -200 -3%
GP
756
Girard Partners
Pennsylvania
$457K -$29.7K -460 -6%
AP
757
Advisor Partners
California
$457K – – –
AAM
758
Augustine Asset Management
Florida
$456K +$15.8K +244 +4%
BBPWM
759
Blue Bell Private Wealth Management
Pennsylvania
$455K -$231K -3,580 -34%
GGS
760
Galvin Gaustad & Stein
Arizona
$455K -$147K -2,269 -25%
HCM
761
Harvey Capital Management
Florida
$455K – – –
MWA
762
Martel Wealth Advisors
Washington
$453K +$7.56K +117 +2%
WG
763
Welch Group
Alabama
$452K +$30K +464 +7%
VC
764
Veracity Capital
Georgia
$448K -$25K -387 -5%
DWM
765
Darwin Wealth Management
Florida
$447K +$65 +1 +0%
CCM
766
Covington Capital Management
California
$445K -$26.2K -405 -6%
ST
767
Sabal Trust
Florida
$444K – – –
JGIA
768
Jackson Grant Investment Advisers
Connecticut
$441K +$646 +10 +0.1%
MFW
769
Mosaic Family Wealth
Missouri
$439K +$5.62K +87 +1%
MC
770
Middleton & Co
Massachusetts
$438K +$64.6K +1,000 +17%
OPS
771
Orion Portfolio Solutions
Nebraska
$437K -$49.6K -767 -10%
CWP
772
Corepath Wealth Partners
Arizona
$437K -$26.8K -415 -6%
DIA
773
Dana Investment Advisors
Wisconsin
$436K -$55.9K -864 -11%
WA
774
WBH Advisory
Maryland
$432K -$3.88K -60 -0.9%
AWS
775
AJ Wealth Strategies
New York
$432K – – –
29 30
31
32 33