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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
876
Continuum Advisory
Idaho
$508K +$155K +1,928 +46%
LHC
877
Little House Capital
Massachusetts
$504K – – –
CGA
878
Crescent Grove Advisors
Illinois
$503K +$6.77K +84 +1%
AI
879
Accredited Investors
Minnesota
$502K -$18.7K -232 -4%
LJAC
880
L.J. Altfest & Co
New York
$502K – – –
FFA
881
Freedman Financial Associates
Massachusetts
$502K +$161 +2 +0%
CFA
882
CWS Financial Advisors
Michigan
$501K +$482K +5,987 New
CWP
883
Corepath Wealth Partners
Arizona
$500K -$5.24K -65 -1%
WTB
884
Washington Trust Bank
Washington
$497K – – –
EVM
885
Eaton Vance Management
Massachusetts
$496K – – –
BMC
886
Beaton Management Company
Massachusetts
$496K +$295K +3,658 New
HWA
887
HCR Wealth Advisors
California
$494K – – –
LB
888
Legacy Bridge
Iowa
$492K -$40.3K -500 -8%
VBFG
889
Vishria Bird Financial Group
Tennessee
$492K – – –
DFC
890
DB Fitzpatrick & Co
Idaho
$491K +$473K +5,874 New
PIFP
891
Partners in Financial Planning
Virginia
$491K -$11.9K -148 -2%
AC
892
Abbrea Capital
California
$484K – – –
TPW
893
TL Private Wealth
Texas
$482K -$69K -857 -11%
OPWM
894
Oakwell Private Wealth Management
Texas
$477K – – –
BC
895
Brio Consultants
California
$475K +$161 +2 +0%
TW
896
TrinityPoint Wealth
Connecticut
$470K -$48.3K -600 -10%
MI
897
Moneywise Inc
Virginia
$469K +$403 +5 +0.1%
WCM
898
WealthBridge Capital Management
Ohio
$469K +$22K +273 +5%
CFO
899
CVA Family Office
Colorado
$469K +$318K +3,950 +239%
AWM
900
Axxcess Wealth Management
California
$467K +$449K +5,578 New
34 35
36
37 38