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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
876
Nicolet Advisory Services
Wisconsin
$367K +$142K +2,327 +69%
FAM
877
Formidable Asset Management
Ohio
$366K – – –
MCM
878
Mengis Capital Management
Oregon
$365K -$12.2K -200 -3%
MOS
879
MGO One Seven
Ohio
$365K +$135K +2,204 +63%
OPWM
880
Oakwell Private Wealth Management
Texas
$364K – – –
BC
881
Brio Consultants
California
$362K +$245 +4 +0.1%
MI
882
Moneywise Inc
Virginia
$362K +$917 +15 +0.3%
CA
883
Crewe Advisors
Utah
$360K – – –
PL
884
Plancorp LLC
Missouri
$359K – – –
SB
885
Sunflower Bank
Texas
$358K – – –
IPW
886
Intergy Private Wealth
Colorado
$355K – – –
DFC
887
DB Fitzpatrick & Co
Idaho
$354K +$28.9K +472 +9%
BOPW
888
Brandywine Oak Private Wealth
Pennsylvania
$353K – – –
TF
889
Tompkins Financial
New York
$352K – – –
EA
890
Echo45 Advisors
California
$351K -$17K -278 -5%
GA
891
Goldstein Advisors
Wisconsin
$351K -$16.9K -277 -5%
WA1
892
Wimmer Associates 1
California
$351K – – –
PL
893
Parthenon LLC
Kentucky
$350K – – –
CAM
894
Concorde Asset Management
Michigan
$350K -$7.7K -126 -2%
BPC
895
Banque Pictet & Cie
Switzerland
$350K +$335K +5,478 New
PFA
896
Pure Financial Advisors
California
$349K – – –
FPIS
897
Financial Planning & Information Services
Wisconsin
$348K -$7.46K -122 -2%
SAM
898
Summit Asset Management
Tennessee
$347K – – –
AC
899
Abbrea Capital
California
$347K -$15.3K -250 -4%
FI
900
Financial Insights
Washington
$345K +$61 +1 +0%
34 35
36
37 38