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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
926
Plante Moran Financial Advisors
Michigan
$281K +$148K +2,274 +88%
AWA
927
Amplius Wealth Advisors
Pennsylvania
$279K +$845 +13 +0.3%
HVIA
928
Hudson Valley Investment Advisors
New York
$278K -$192K -2,961 -79%
HGWM
929
Horst & Graben Wealth Management
Oregon
$278K +$195 +3 +0.1%
LB
930
Legacy Bridge
Iowa
$277K – – –
SAM
931
Summit Asset Management
Tennessee
$277K +$3.44K +53 +1%
SSW
932
Stone Summit Wealth
Florida
$276K -$7.93K -122 -2%
SIC
933
Samalin Investment Counsel
New York
$274K -$25.3K -390 -8%
FB
934
Fulton Bank
Pennsylvania
$274K – – –
WCM
935
Wealthcare Capital Management
Virginia
$273K – – –
BAMG
936
Brand Asset Management Group
Missouri
$271K – – –
CPSAC
937
Chas P. Smith & Associates (CPS)
Florida
$271K +$65 +1 +0%
TC
938
Truvestments Capital
Florida
$270K -$7.54K -116 -2%
EVC
939
Eidelman Virant Capital
Missouri
$270K – – –
GAG
940
GM Advisory Group
New York
$270K – – –
NMG
941
New Millennium Group
Utah
$269K – – –
SC
942
Schoolcraft Capital
Colorado
$268K – – –
CCM
943
Condor Capital Management
New Jersey
$268K -$118K -1,818 -28%
ST
944
Sentinel Trust
Texas
$267K – – –
CFO
945
CVA Family Office
Colorado
$266K – – –
CAN
946
Claraphi Advisory Network
United States
$265K -$16.4K -252 -5%
WLPWM
947
Walled Lake Planning & Wealth Management
Illinois
$265K -$455 -7 -0.2%
MFG
948
MidWestOne Financial Group
Iowa
$265K +$36.8K +566 +14%
PFA
949
Pure Financial Advisors
California
$264K – – –
GKWIM
950
Gerber Kawasaki Wealth & Investment Management
California
$263K -$18.4K -283 -6%
36 37
38
39 40