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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
NEWAS
926
N.E.W. Advisory Services
Wisconsin
$384K -$148K -2,235 -29%
FPIS
927
Financial Planning & Information Services
Wisconsin
$384K -$397 -6 -0.1%
AC
928
Abbrea Capital
California
$383K – – –
SAM
929
Summit Asset Management
Tennessee
$382K -$1.32K -20 -0.4%
WA1
930
Wimmer Associates 1
California
$381K – – –
NAS
931
NWF Advisory Services
California
$378K – – –
PAM
932
Palisade Asset Management
Minnesota
$377K – – –
IWS
933
Insight Wealth Strategies
California
$375K -$55.4K -838 -14%
PWP
934
Principle Wealth Partners
Connecticut
$375K – – –
DIA
935
Dana Investment Advisors
Wisconsin
$374K – – –
SFG
936
Sage Financial Group
Pennsylvania
$374K – – –
FCP
937
Fidelis Capital Partners
Florida
$374K – – –
OP
938
ORG Partners
Indiana
$374K +$351K +5,309 New
SB
939
Simmons Bank
Arkansas
$373K -$5.42K -82 -2%
WIC
940
Woodmont Investment Counsel
Tennessee
$371K +$2.98K +45 +0.9%
GP
941
Girard Partners
Pennsylvania
$369K – – –
NOI
942
Newton One Investments
Delaware
$369K +$727 +11 +0.2%
KCM
943
KRS Capital Management
Michigan
$368K – – –
GG
944
Gleason Group
Kentucky
$367K +$727 +11 +0.2%
WWM
945
WT Wealth Management
Arizona
$365K – – –
RFN
946
Redwood Financial Network
Ohio
$365K -$42K -636 -11%
WBG
947
Wharton Business Group
Pennsylvania
$364K – – –
MMM
948
Mendel Money Management
Illinois
$364K – – –
PWPS
949
Pinnacle Wealth Planning Services
Ohio
$363K +$119K +1,800 +54%
ADL
950
Asset Dedication LLC
California
$361K – – –
36 37
38
39 40