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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
901
KRS Capital Management
Michigan
$301K – – –
AWA
902
Aaron Wealth Advisors
Illinois
$300K -$12.4K -191 -4%
GG
903
Gleason Group
Kentucky
$299K +$910 +14 +0.3%
WMS
904
Wealth Management Solutions
Pennsylvania
$298K -$31.9K -491 -9%
PIA
905
Perennial Investment Advisors
California
$298K – – –
AWM
906
Affinity Wealth Management
Delaware
$297K – – –
VCA
907
Verdence Capital Advisors
Maryland
$297K +$333K +5,132 New
BWP
908
Balboa Wealth Partners
Arizona
$297K +$334K +5,139 New
VNB
909
Virginia National Bank
Virginia
$296K -$1.46M -22,442 -81%
GCA
910
Gradient Capital Advisors
California
$296K – – –
W
911
Wealthquest
Ohio
$296K – – –
SWA
912
Sax Wealth Advisors
New Jersey
$296K +$65 +1 +0%
MWA
913
Martel Wealth Advisors
Washington
$295K -$15.7K -241 -5%
AAP
914
Arax Advisory Partners
Colorado
$293K -$29.4M -452,674 -99%
MWM
915
Mascoma Wealth Management
New Hampshire
$291K +$172K +2,645 +111%
PPP
916
Private Portfolio Partners
New Jersey
$290K – – –
ACM
917
Alpha Capital Management
Texas
$289K – – –
HPWM
918
Highland Private Wealth Management
Washington
$286K +$9.49K +146 +3%
WIC
919
Woodmont Investment Counsel
Tennessee
$286K +$29.2K +450 +10%
SC
920
Shearwater Capital
Colorado
$285K – – –
MFG
921
Menard Financial Group
Texas
$285K +$320K +4,920 New
WAM
922
WNY Asset Management
New York
$283K -$18.2K -280 -5%
TL
923
Tradewinds LLC
North Carolina
$283K – – –
CWM
924
Chesapeake Wealth Management
Virginia
$281K -$650 -10 -0.2%
LGWM
925
Litman Gregory Wealth Management
California
$281K – – –
35 36
37
38 39