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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
801
TrinityPoint Wealth
Connecticut
$460K – – –
BW
802
Bison Wealth
Georgia
$459K -$9.15K -120 -2%
BMWM
803
Brown Miller Wealth Management
Virginia
$459K +$474K +6,214 New
MWP
804
Madison Wealth Partners
Wisconsin
$455K +$23.9K +313 +5%
GIA
805
Guyasuta Investment Advisors
Pennsylvania
$454K – – –
AIP
806
ARS Investment Partners
New York
$451K – – –
ACM
807
Advisors Capital Management
New Jersey
$450K – – –
EIA
808
Eldridge Investment Advisors
New Hampshire
$450K – – –
LHC
809
Little House Capital
Massachusetts
$446K – – –
LJAC
810
L.J. Altfest & Co
New York
$443K – – –
FFA
811
Freedman Financial Associates
Massachusetts
$443K +$152 +2 +0%
CPFP
812
Clear Perspectives Financial Planning
Ohio
$441K -$38.1K -500 -8%
AWM
813
Affinity Wealth Management
Delaware
$439K -$50.5K -662 -10%
WTB
814
Washington Trust Bank
Washington
$439K – – –
PPP
815
Private Portfolio Partners
New Jersey
$439K -$76 -1 -0%
CGA
816
Crescent Grove Advisors
Illinois
$438K -$84.8K -1,112 -16%
LWM
817
Liberty Wealth Management
California
$438K +$242K +3,180 +116%
HWA
818
HCR Wealth Advisors
California
$436K – – –
VBFG
819
Vishria Bird Financial Group
Tennessee
$435K – – –
FPIS
820
Financial Planning & Information Services
Wisconsin
$430K -$4.96K -65 -1%
TCA
821
Transcend Capital Advisors
New Jersey
$429K -$173K -2,272 -30%
AC
822
Abbrea Capital
California
$428K -$112K -1,470 -20%
MWA
823
Martel Wealth Advisors
Washington
$427K -$36.1K -474 -7%
LG
824
Leuthold Group
Minnesota
$423K +$166K +2,176 +61%
OPWM
825
Oakwell Private Wealth Management
Texas
$422K -$12.2K -160 -3%
31 32
33
34 35