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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
901
MidWestOne Financial Group
Iowa
$292K +$278K +4,016 New
BIM
902
Baldwin Investment Management
Pennsylvania
$291K – – –
MMG
903
Monetary Management Group
Missouri
$291K – – –
VC
904
Veery Capital
Delaware
$291K +$47.2K +682 +21%
GJIC
905
Gamble Jones Investment Counsel
California
$289K – – –
FI
906
Financial Insights
Washington
$288K – – –
CCB
907
Cutter & Co Brokerage
Missouri
$288K -$36.3K -524 -12%
1W
908
1776 Wealth
Georgia
$288K – – –
GKWIM
909
Gerber Kawasaki Wealth & Investment Management
California
$287K +$1.66K +24 +0.6%
TA
910
TruWealth Advisors
Louisiana
$287K +$23K +332 +9%
CFAM
911
Center For Asset Management
Florida
$286K -$19.4K -280 -7%
KCM
912
Karp Capital Management
California
$286K – – –
PGA
913
Portland Global Advisors
Maine
$285K – – –
EWA
914
Exencial Wealth Advisors
Oklahoma
$282K +$346 +5 +0.1%
LRIA
915
Leonard Rickey Investment Advisors
Washington
$280K -$20.8K -300 -7%
JF
916
JSF Financial
California
$280K – – –
CSM
917
CAMG Solamere Management
North Carolina
$278K – – –
CAN
918
Claraphi Advisory Network
United States
$276K -$14.5K -210 -5%
OHIS
919
Oak Harvest Investment Services
Texas
$276K +$9.34K +135 +4%
FFA
920
Founders Financial Alliance
North Carolina
$275K -$182K -2,636 -41%
SB
921
Strategic Blueprint
Georgia
$274K +$261K +3,771 New
LC
922
Lindbrook Capital
California
$273K -$136K -1,964 -34%
SMA
923
Sage Mountain Advisors
Georgia
$272K – – –
BCA
924
Bay Colony Advisors
Massachusetts
$271K -$3.88K -56 -1%
GG
925
Gofen & Glossberg
Illinois
$269K +$42.9K +620 +20%
35 36
37
38 39