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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
GG
926
Gleason Group
Kentucky
$430K +$483 +6 +0.1%
PIA
927
Perennial Investment Advisors
California
$430K +$415K +5,155 New
W
928
Wealthquest
Ohio
$428K – – –
SWA
929
Sax Wealth Advisors
New Jersey
$427K -$375K -4,653 -48%
AWM
930
Altium Wealth Management
New York
$426K +$134K +1,664 +49%
ACM
931
Alpha Capital Management
Texas
$423K -$7.65K -95 -2%
CFC
932
Coyle Financial Counsel
Illinois
$422K – – –
SC
933
Schoolcraft Capital
Colorado
$416K – – –
OCG
934
Opus Capital Group
Ohio
$416K +$44.5K +552 +13%
DT
935
Diversified Trust
Tennessee
$415K -$102K -1,263 -20%
MWA
936
Martel Wealth Advisors
Washington
$414K -$14.3K -178 -3%
CWM
937
Chesapeake Wealth Management
Virginia
$414K -$22.2K -275 -5%
SC
938
Shearwater Capital
Colorado
$412K +$397K +4,923 New
CAG
939
Curtis Advisory Group
California
$410K – – –
FB
940
Fulton Bank
Pennsylvania
$410K – – –
ATC
941
Argent Trust Co
Tennessee
$409K +$8.06K +100 +2%
CCT
942
Country Club Trust
Missouri
$408K -$193K -2,400 -33%
AWM
943
Affinity Wealth Management
Delaware
$408K -$59.7K -741 -12%
BBA
944
Braun-Bostich & Associates
Pennsylvania
$408K +$425K +5,271 New
CPFP
945
Clear Perspectives Financial Planning
Ohio
$407K -$88.6K -1,100 -18%
LGWM
946
Litman Gregory Wealth Management
California
$406K – – –
PL
947
Plancorp LLC
Missouri
$404K – – –
HPWM
948
Highland Private Wealth Management
Washington
$401K +$386K +4,794 New
AWA
949
Amplius Wealth Advisors
Pennsylvania
$401K +$387K +4,800 New
PCMC
950
Private Capital Management (Colorado)
Colorado
$398K – – –
36 37
38
39 40