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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
826
Bison Wealth
Georgia
$391K – – –
VBFG
827
Vishria Bird Financial Group
Tennessee
$390K – – –
CWM
828
Chesapeake Wealth Management
Virginia
$386K -$26.1K -430 -7%
LHC
829
Little House Capital
Massachusetts
$384K -$24.3K -400 -6%
GSEP
830
Golden State Equity Partners
California
$384K +$365K +6,018 New
LJAC
831
L.J. Altfest & Co
New York
$383K – – –
RWA
832
Ropes Wealth Advisors
Massachusetts
$381K -$15.8K -260 -4%
EVM
833
Eaton Vance Management
Massachusetts
$379K +$360K +5,932 New
FPIS
834
Financial Planning & Information Services
Wisconsin
$378K – – –
PWP
835
Principle Wealth Partners
Connecticut
$372K – – –
GAM
836
Geier Asset Management
Maryland
$366K +$350K +5,774 New
MC
837
Middleton & Co
Massachusetts
$365K -$794K -13,090 -70%
SFG
838
SNS Financial Group
Minnesota
$364K – – –
RIA
839
Realta Investment Advisors
Delaware
$363K -$4.67K -77 -1%
BC
840
Brio Consultants
California
$362K +$667 +11 +0.2%
MI
841
Moneywise Inc
Virginia
$361K +$788 +13 +0.2%
RG
842
Rikoon Group
New Mexico
$360K +$788 +13 +0.2%
PWPS
843
Pinnacle Wealth Planning Services
Ohio
$359K +$124K +2,049 +57%
WCM
844
WealthBridge Capital Management
Ohio
$353K – – –
LB
845
Legacy Bridge
Iowa
$353K +$7.88K +130 +2%
SC
846
Steph & Co
Wisconsin
$351K – – –
PL
847
Parthenon LLC
Kentucky
$350K – – –
WA1
848
Wimmer Associates 1
California
$345K – – –
EB
849
Eastern Bank
Massachusetts
$344K – – –
RFWA
850
RPg Family Wealth Advisory
Massachusetts
$343K -$135K -2,224 -29%
32 33
34
35 36