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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
926
Schoolcraft Capital
Colorado
$380K – – –
OCG
927
Opus Capital Group
Ohio
$379K – – –
SSW
928
Stone Summit Wealth
Florida
$379K +$372K +4,950 New
ECG
929
Edge Capital Group
Georgia
$377K +$62.6K +833 +20%
SC
930
Shearwater Capital
Colorado
$376K – – –
CWM
931
Chesapeake Wealth Management
Virginia
$375K -$3K -40 -0.8%
SIC
932
Samalin Investment Counsel
New York
$372K -$119K -1,585 -25%
WCM
933
Wealthcare Capital Management
Virginia
$370K -$131K -1,743 -26%
LFG
934
Larson Financial Group
Missouri
$369K -$3.19M -42,526 -90%
PL
935
Plancorp LLC
Missouri
$369K – – –
CPFP
936
Clear Perspectives Financial Planning
Ohio
$367K -$4.13K -55 -1%
AWA
937
Amplius Wealth Advisors
Pennsylvania
$367K +$526 +7 +0.1%
HPWM
938
Highland Private Wealth Management
Washington
$366K +$225 +3 +0.1%
HGWM
939
Horst & Graben Wealth Management
Oregon
$366K +$360K +4,795 New
EWA
940
Exencial Wealth Advisors
Oklahoma
$365K +$57.2K +761 +19%
VAS
941
Vestmark Advisory Solutions
Massachusetts
$363K -$204K -2,712 -36%
DBT
942
Dubuque Bank & Trust
Iowa
$362K -$283K -3,767 -44%
FB
943
Fulton Bank
Pennsylvania
$362K -$12K -160 -3%
SAM
944
Summit Asset Management
Tennessee
$362K – – –
RWM
945
Ritholtz Wealth Management
New York
$359K – – –
SVWAG
946
Sound View Wealth Advisors Group
Georgia
$359K +$7.44K +99 +2%
BAMG
947
Brand Asset Management Group
Missouri
$357K – – –
CPSAC
948
Chas P. Smith & Associates (CPS)
Florida
$357K – – –
NMG
949
New Millennium Group
Utah
$356K -$295K -3,928 -46%
WH
950
Willner & Heller
California
$354K -$1.5K -20 -0.5%
36 37
38
39 40