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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
776
CVA Family Office
Colorado
$480K – – –
OPW
777
Oxler Private Wealth
New York
$480K – – –
ONST
778
Old North State Trust
North Carolina
$474K -$7.68K -111 -2%
NIA
779
Northstar Investment Advisors
Colorado
$471K – – –
CPFP
780
Clear Perspectives Financial Planning
Ohio
$470K -$45K -650 -9%
TC
781
Truvestments Capital
Florida
$468K +$415 +6 +0.1%
MC
782
Middleton & Co
Massachusetts
$467K -$21.5K -310 -5%
OFG
783
Oxford Financial Group
Indiana
$465K – – –
PO
784
Private Ocean
California
$463K – – –
DIA
785
Dana Investment Advisors
Wisconsin
$462K -$23.8K -344 -5%
BW
786
Bison Wealth
Georgia
$460K +$13.8K +200 +3%
MWA
787
Martel Wealth Advisors
Washington
$459K -$22.7K -328 -5%
AI
788
Accredited Investors
Minnesota
$453K – – –
CAM
789
Concorde Asset Management
Michigan
$453K +$3.67K +53 +0.9%
TW
790
TrinityPoint Wealth
Connecticut
$453K +$11.8K +170 +3%
FDS
791
Freedom Day Solutions
Texas
$450K -$61.3K -886 -13%
LB
792
Legacy Bridge
Iowa
$448K +$30.1K +435 +8%
GIA
793
Guyasuta Investment Advisors
Pennsylvania
$447K – – –
ACM
794
Advisors Capital Management
New Jersey
$443K – – –
AIP
795
ARS Investment Partners
New York
$443K – – –
EIA
796
Eldridge Investment Advisors
New Hampshire
$443K – – –
LHC
797
Little House Capital
Massachusetts
$438K +$417K +6,028 New
LJAC
798
L.J. Altfest & Co
New York
$436K – – –
FFA
799
Freedman Financial Associates
Massachusetts
$436K +$310K +4,482 +296%
CFA
800
CWS Financial Advisors
Michigan
$435K -$12.8K -185 -3%
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