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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
DSC
901
Duncker Streett & Co
Missouri
$417K +$463 +7 +0.1%
PIFP
902
Partners in Financial Planning
Virginia
$416K -$17.1K -259 -4%
AWS
903
AJ Wealth Strategies
New York
$414K – – –
CL
904
CIM LLC
New York
$412K +$387K +5,852 New
PIAS
905
PCA Investment Advisory Services
Ohio
$411K -$54.1K -819 -12%
MCP
906
Mirador Capital Partners
California
$408K -$38.2K -578 -9%
ONST
907
Old North State Trust
North Carolina
$408K – – –
SWA
908
Sax Wealth Advisors
New Jersey
$405K +$30.7K +465 +9%
SIC
909
Samalin Investment Counsel
New York
$404K -$8.26K -125 -2%
MCM
910
Mengis Capital Management
Oregon
$402K – – –
OPWM
911
Oakwell Private Wealth Management
Texas
$402K – – –
MI
912
Moneywise Inc
Virginia
$401K +$1.32K +20 +0.4%
BC
913
Brio Consultants
California
$400K +$132 +2 +0%
FAM
914
Formidable Asset Management
Ohio
$399K -$2.64K -40 -0.7%
CAM
915
Concorde Asset Management
Michigan
$397K +$10.2K +154 +3%
EWA
916
ERTS Wealth Advisors
Michigan
$396K -$23.2K -351 -6%
PL
917
Plancorp LLC
Missouri
$396K – – –
SB
918
Sunflower Bank
Texas
$395K – – –
GWS
919
Glassman Wealth Services
Virginia
$393K -$264K -4,000 -42%
LJAC
920
L.J. Altfest & Co
New York
$392K -$28.7K -434 -7%
BOPW
921
Brandywine Oak Private Wealth
Pennsylvania
$389K – – –
GA
922
Goldstein Advisors
Wisconsin
$387K – – –
PL
923
Parthenon LLC
Kentucky
$386K – – –
CFO
924
Custos Family Office
Texas
$385K +$361K +5,462 New
PFA
925
Pure Financial Advisors
California
$385K – – –
35 36
37
38 39