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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
751
Smartleaf Asset Management
Massachusetts
$1.97M +$1.11M +11,243 +166%
VAM
752
Verity Asset Management
North Carolina
$1.96M -$2.03M -20,482 -53%
BFS
753
Burkett Financial Services
South Carolina
$1.95M +$1.09M +10,984 +163%
RCM
754
Raleigh Capital Management
North Carolina
$1.95M -$236K -2,389 -12%
UWPG
755
Ullmann Wealth Partners Group
Florida
$1.95M +$686K +6,932 +64%
EFG
756
Elios Financial Group
Ohio
$1.94M -$707K -7,139 -29%
KWS
757
Keystone Wealth Services
California
$1.94M -$172K -1,735 -9%
FCFC
758
First Commonwealth Financial Corp
Pennsylvania
$1.92M +$370K +3,736 +27%
CAG
759
Crestwood Advisors Group
Massachusetts
$1.92M -$80.2K -810 -4%
ACM
760
Absolute Capital Management
Pennsylvania
$1.91M -$92.8K -938 -5%
FCAS
761
First Command Advisory Services
Texas
$1.91M -$92.1K -931 -5%
BC
762
Bowman & Company
Wisconsin
$1.9M -$95.7K -967 -5%
PIA
763
Perennial Investment Advisors
California
$1.9M -$124K -1,250 -7%
CS
764
Capital Square
Tennessee
$1.9M -$53.3K -539 -3%
DC
765
Davenport & Co
Virginia
$1.89M -$141K -1,428 -8%
FF
766
Finley Financial
Nevada
$1.88M – – –
AC
767
AWM Capital
Arizona
$1.88M – – –
MSWMA
768
Market Street Wealth Management Advisors
Indiana
$1.88M -$7.52K -76 -0.4%
MSA
769
Marino Stram & Associates
Massachusetts
$1.88M +$47.5K +480 +3%
CFP
770
Comprehensive Financial Planning
Pennsylvania
$1.87M +$8.91K +90 +0.5%
IMC
771
Investment Management Corporation
Virginia
$1.87M -$35.9K -363 -2%
VVP
772
Venture Visionary Partners
Ohio
$1.87M +$61.2K +618 +4%
FLPIM
773
F.L. Putnam Investment Management
Massachusetts
$1.86M -$65K -657 -4%
WEG
774
World Equity Group
Illinois
$1.86M -$2.07M -20,883 -55%
PPW
775
PACK Private Wealth
Minnesota
$1.86M -$16.8K -170 -1%
29 30
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32 33