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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
901
Altium Wealth Management
New York
$271K -$36.1K -596 -12%
UWPG
902
Ullmann Wealth Partners Group
Florida
$269K – – –
CFAM
903
Center For Asset Management
Florida
$269K +$255K +4,213 New
NHC
904
Nicholas Hoffman & Company
Georgia
$268K +$485 +8 +0.2%
GPA
905
Garrison Point Advisors
California
$267K – – –
TCOV
906
Trust Company of Vermont
Vermont
$267K +$216K +3,568 +587%
DI
907
DFPG Investments
Utah
$266K -$48.6K -801 -16%
EIG
908
Ellenbecker Investment Group
Wisconsin
$265K +$424 +7 +0.2%
SHGA
909
Sand Hill Global Advisors
California
$263K -$9.94K -164 -4%
BA
910
Bluesphere Advisors
Pennsylvania
$263K +$250K +4,131 New
FWM
911
Filbrandt Wealth Management
Wisconsin
$262K – – –
EWA
912
Exencial Wealth Advisors
Oklahoma
$260K -$7.46K -123 -3%
LRIA
913
Leonard Rickey Investment Advisors
Washington
$258K – – –
RVPG
914
Relative Value Partners Group
$257K +$11.6K +192 +5%
WIC
915
Woodmont Investment Counsel
Tennessee
$257K +$244K +4,020 New
TF
916
TRH Financial
Iowa
$256K -$61.4K -1,013 -20%
IAA
917
Independent Advisor Alliance
North Carolina
$255K -$682K -11,256 -74%
JFGIW
918
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$255K – – –
MMG
919
Monetary Management Group
Missouri
$255K – – –
BIM
920
Baldwin Investment Management
Pennsylvania
$255K +$243K +4,000 New
1W
921
1776 Wealth
Georgia
$253K – – –
FI
922
Financial Insights
Washington
$253K – – –
GJIC
923
Gamble Jones Investment Counsel
California
$253K – – –
FANJ
924
Financial Architects (New Jersey)
New Jersey
$252K – – –
ZF
925
Zhang Financial
Michigan
$252K – – –
35 36
37
38 39