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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
901
WealthBridge Capital Management
Ohio
$302K – – –
CAG
902
Curtis Advisory Group
California
$301K – – –
KCM
903
KRS Capital Management
Michigan
$301K – – –
AWA
904
Aaron Wealth Advisors
Illinois
$300K -$12.4K -191 -4%
GG
905
Gleason Group
Kentucky
$299K +$910 +14 +0.3%
WMS
906
Wealth Management Solutions
Pennsylvania
$298K -$31.9K -491 -9%
PIA
907
Perennial Investment Advisors
California
$298K – – –
AWM
908
Affinity Wealth Management
Delaware
$297K – – –
VCA
909
Verdence Capital Advisors
Maryland
$297K +$333K +5,132 New
BWP
910
Balboa Wealth Partners
Arizona
$297K +$334K +5,139 New
VNB
911
Virginia National Bank
Virginia
$296K -$1.46M -22,442 -81%
GCA
912
Gradient Capital Advisors
California
$296K – – –
W
913
Wealthquest
Ohio
$296K – – –
SWA
914
Sax Wealth Advisors
New Jersey
$296K +$65 +1 +0%
MWA
915
Martel Wealth Advisors
Washington
$295K -$15.7K -241 -5%
AAP
916
Arax Advisory Partners
Colorado
$293K -$29.4M -452,674 -99%
MWM
917
Mascoma Wealth Management
New Hampshire
$291K +$172K +2,645 +111%
PPP
918
Private Portfolio Partners
New Jersey
$290K – – –
ACM
919
Alpha Capital Management
Texas
$289K – – –
HPWM
920
Highland Private Wealth Management
Washington
$286K +$9.49K +146 +3%
WIC
921
Woodmont Investment Counsel
Tennessee
$286K +$29.2K +450 +10%
SC
922
Shearwater Capital
Colorado
$285K – – –
MFG
923
Menard Financial Group
Texas
$285K +$320K +4,920 New
WAM
924
WNY Asset Management
New York
$283K -$18.2K -280 -5%
TL
925
Tradewinds LLC
North Carolina
$283K – – –
35 36
37
38 39