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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
KIA
876
KCM Investment Advisors
California
$287K -$33.6K -520 -11%
WS
877
Wedbush Securities
California
$287K -$9.7K -150 -3%
WHG
878
Westwood Holdings Group
Texas
$287K – – –
WIC
879
Woodmont Investment Counsel
Tennessee
$286K +$23.6K +365 +9%
RHP
880
Royal Harbor Partners
Texas
$285K – – –
BA
881
Bluesphere Advisors
Pennsylvania
$283K +$14K +216 +5%
SFO
882
Stokes Family Office
Louisiana
$283K +$281K +4,351 New
WLPWM
883
Walled Lake Planning & Wealth Management
Illinois
$280K -$2.07K -32 -0.7%
CCA
884
Clearwater Capital Advisors
Illinois
$279K -$29.9K -463 -10%
AC
885
Apella Capital
Connecticut
$279K – – –
UWPG
886
Ullmann Wealth Partners Group
Florida
$275K – – –
CFAM
887
Center For Asset Management
Florida
$274K -$65 -1 -0%
MOS
888
MGO One Seven
Ohio
$273K -$5.75K -89 -2%
NHC
889
Nicholas Hoffman & Company
Georgia
$273K – – –
SSW
890
Smith Shellnut Wilson
Mississippi
$270K -$491K -7,600 -65%
GPA
891
Garrison Point Advisors
California
$269K -$3.23K -50 -1%
CAMG
892
CWA Asset Management Group
Florida
$269K +$267K +4,129 New
FWM
893
Filbrandt Wealth Management
Wisconsin
$267K – – –
BTWM
894
Baker Tilly Wealth Management
Wisconsin
$267K +$9.05K +140 +4%
LRIA
895
Leonard Rickey Investment Advisors
Washington
$262K -$1.49K -23 -0.6%
TF
896
TRH Financial
Iowa
$261K +$388 +6 +0.1%
CAN
897
Claraphi Advisory Network
United States
$261K +$13.6K +210 +6%
BIM
898
Baldwin Investment Management
Pennsylvania
$260K – – –
MMG
899
Monetary Management Group
Missouri
$260K – – –
CWA
900
Cornerstone Wealth Advisors
Minnesota
$260K +$259K +4,000 New
34 35
36
37 38