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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
RT
901
Rockland Trust
Massachusetts
$318K +$328K +4,297 New
RWG
902
Ratio Wealth Group
Colorado
$316K +$326K +4,277 New
WLPWM
903
Walled Lake Planning & Wealth Management
Illinois
$316K -$1.52K -20 -0.5%
OBWG
904
Onyx Bridge Wealth Group
New York
$315K +$44.5K +584 +17%
IFAM
905
Institutional & Family Asset Management
Colorado
$313K -$395K -5,181 -55%
UWPG
906
Ullmann Wealth Partners Group
Florida
$312K – – –
BA
907
Bluesphere Advisors
Pennsylvania
$312K +$6.17K +81 +2%
NHC
908
Nicholas Hoffman & Company
Georgia
$311K – – –
ZF
909
Zhang Financial
Michigan
$311K – – –
JCM
910
Jag Capital Management
Missouri
$311K +$1.07K +14 +0.3%
GPA
911
Garrison Point Advisors
California
$311K +$3.05K +40 +1%
CA
912
Continuum Advisory
Idaho
$307K -$62.5K -820 -17%
SC
913
Sierra Capital
Florida
$306K +$290K +3,800 New
RFWA
914
RPg Family Wealth Advisory
Massachusetts
$305K – – –
FWM
915
Filbrandt Wealth Management
Wisconsin
$303K – – –
ECG
916
Edge Capital Group
Georgia
$303K +$313K +4,104 New
CCA
917
Clearwater Capital Advisors
Illinois
$302K -$15.2K -200 -5%
SSW
918
Smith Shellnut Wilson
Mississippi
$302K -$4.88K -64 -2%
FWI
919
Facet Wealth Inc
Maryland
$302K +$41.2K +540 +15%
MAG
920
MRA Advisory Group
New Jersey
$300K -$14.9K -196 -5%
MOS
921
MGO One Seven
Ohio
$300K +$9.15K +120 +3%
MFG
922
MidWestOne Financial Group
Iowa
$297K – – –
TF
923
TRH Financial
Iowa
$297K +$457 +6 +0.1%
VC
924
Veery Capital
Delaware
$297K +$915 +12 +0.3%
BIM
925
Baldwin Investment Management
Pennsylvania
$296K – – –
35 36
37
38 39