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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
WHG
876
Westwood Holdings Group
Texas
$321K – – –
WS
877
Wedbush Securities
California
$321K +$69 +1 +0%
RHP
878
Royal Harbor Partners
Texas
$319K – – –
EW
879
Evoke Wealth
California
$316K +$75.6K +1,092 +34%
MFA
880
Mayflower Financial Advisors
Massachusetts
$314K -$560K -8,088 -65%
WLPWM
881
Walled Lake Planning & Wealth Management
Illinois
$313K -$485 -7 -0.2%
CCA
882
Clearwater Capital Advisors
Illinois
$312K – – –
MAG
883
MRA Advisory Group
New Jersey
$310K -$14.7K -213 -5%
WH
884
Whitcomb & Hess
Ohio
$309K +$294K +4,245 New
UWPG
885
Ullmann Wealth Partners Group
Florida
$307K – – –
CWS
886
Cypress Wealth Services
California
$306K -$220K -3,184 -43%
NHC
887
Nicholas Hoffman & Company
Georgia
$306K +$554 +8 +0.2%
ZF
888
Zhang Financial
Michigan
$306K +$17.9K +258 +7%
JCM
889
Jag Capital Management
Missouri
$305K -$19.7K -285 -6%
CCM
890
Condor Capital Management
New Jersey
$303K -$24.5K -354 -8%
GPA
891
Garrison Point Advisors
California
$303K +$2.77K +40 +1%
BTWM
892
Baker Tilly Wealth Management
Wisconsin
$303K +$5.26K +76 +2%
SSW
893
Smith Shellnut Wilson
Mississippi
$302K – – –
BA
894
Bluesphere Advisors
Pennsylvania
$301K -$14.7K -212 -5%
RFWA
895
RPg Family Wealth Advisory
Massachusetts
$300K +$286K +4,128 New
AWM
896
Accurate Wealth Management
Florida
$300K +$286K +4,129 New
FWM
897
Filbrandt Wealth Management
Wisconsin
$298K – – –
OCM
898
Oakwood Capital Management
California
$297K +$10.4K +150 +4%
CWA
899
Cornerstone Wealth Advisors
Minnesota
$292K – – –
TF
900
TRH Financial
Iowa
$292K +$346 +5 +0.1%
34 35
36
37 38