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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
926
Chesapeake Wealth Management
Virginia
$281K -$650 -10 -0.2%
LGWM
927
Litman Gregory Wealth Management
California
$281K – – –
PMFA
928
Plante Moran Financial Advisors
Michigan
$281K +$148K +2,274 +88%
AWA
929
Amplius Wealth Advisors
Pennsylvania
$279K +$845 +13 +0.3%
HVIA
930
Hudson Valley Investment Advisors
New York
$278K -$192K -2,961 -79%
HGWM
931
Horst & Graben Wealth Management
Oregon
$278K +$195 +3 +0.1%
LB
932
Legacy Bridge
Iowa
$277K – – –
SAM
933
Summit Asset Management
Tennessee
$277K +$3.44K +53 +1%
SSW
934
Stone Summit Wealth
Florida
$276K -$7.93K -122 -2%
SIC
935
Samalin Investment Counsel
New York
$274K -$25.3K -390 -8%
FB
936
Fulton Bank
Pennsylvania
$274K – – –
WCM
937
Wealthcare Capital Management
Virginia
$273K – – –
BAMG
938
Brand Asset Management Group
Missouri
$271K – – –
CPSAC
939
Chas P. Smith & Associates (CPS)
Florida
$271K +$65 +1 +0%
TC
940
Truvestments Capital
Florida
$270K -$7.54K -116 -2%
EVC
941
Eidelman Virant Capital
Missouri
$270K – – –
GAG
942
GM Advisory Group
New York
$270K – – –
NMG
943
New Millennium Group
Utah
$269K – – –
SC
944
Schoolcraft Capital
Colorado
$268K – – –
CCM
945
Condor Capital Management
New Jersey
$268K -$118K -1,818 -28%
ST
946
Sentinel Trust
Texas
$267K – – –
CFO
947
CVA Family Office
Colorado
$266K – – –
CAN
948
Claraphi Advisory Network
United States
$265K -$16.4K -252 -5%
WLPWM
949
Walled Lake Planning & Wealth Management
Illinois
$265K -$455 -7 -0.2%
MFG
950
MidWestOne Financial Group
Iowa
$265K +$36.8K +566 +14%
36 37
38
39 40