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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
SSW
926
Stone Summit Wealth
Florida
$379K +$372K +4,950 New
ECG
927
Edge Capital Group
Georgia
$377K +$62.6K +833 +20%
SC
928
Shearwater Capital
Colorado
$376K – – –
CWM
929
Chesapeake Wealth Management
Virginia
$375K -$3K -40 -0.8%
SIC
930
Samalin Investment Counsel
New York
$372K -$119K -1,585 -25%
WCM
931
Wealthcare Capital Management
Virginia
$370K -$131K -1,743 -26%
LFG
932
Larson Financial Group
Missouri
$369K -$3.19M -42,526 -90%
PL
933
Plancorp LLC
Missouri
$369K – – –
CPFP
934
Clear Perspectives Financial Planning
Ohio
$367K -$4.13K -55 -1%
AWA
935
Amplius Wealth Advisors
Pennsylvania
$367K +$526 +7 +0.1%
HPWM
936
Highland Private Wealth Management
Washington
$366K +$225 +3 +0.1%
HGWM
937
Horst & Graben Wealth Management
Oregon
$366K +$360K +4,795 New
EWA
938
Exencial Wealth Advisors
Oklahoma
$365K +$57.2K +761 +19%
VAS
939
Vestmark Advisory Solutions
Massachusetts
$363K -$204K -2,712 -36%
DBT
940
Dubuque Bank & Trust
Iowa
$362K -$283K -3,767 -44%
FB
941
Fulton Bank
Pennsylvania
$362K -$12K -160 -3%
SAM
942
Summit Asset Management
Tennessee
$362K – – –
RWM
943
Ritholtz Wealth Management
New York
$359K – – –
SVWAG
944
Sound View Wealth Advisors Group
Georgia
$359K +$7.44K +99 +2%
BAMG
945
Brand Asset Management Group
Missouri
$357K – – –
CPSAC
946
Chas P. Smith & Associates (CPS)
Florida
$357K – – –
NMG
947
New Millennium Group
Utah
$356K -$295K -3,928 -46%
WH
948
Willner & Heller
California
$354K -$1.5K -20 -0.5%
KM
949
Kalos Management
Georgia
$353K -$3.09M -41,095 -89%
ST
950
Sentinel Trust
Texas
$353K – – –
36 37
38
39 40