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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
WFAG
926
Worth Financial Advisory Group
North Carolina
$460K -$142K -2,012 -23%
CRI
927
Commonwealth Retirement Investments
Virginia
$459K +$475K +6,706 New
MC
928
Middleton & Co
Massachusetts
$458K -$2.48K -35 -0.5%
JAG
929
Journey Advisory Group
Kentucky
$458K -$9.77K -138 -2%
OPW
930
Oxler Private Wealth
New York
$457K -$142 -2 -0%
SWA
931
Strata Wealth Advisors
Texas
$455K +$471K +6,655 New
FNC
932
First National Corp
Massachusetts
$452K – – –
ACA
933
Affinity Capital Advisors
California
$450K -$17.6K -248 -4%
CCA
934
Column Capital Advisors
Indiana
$449K – – –
WA1
935
Wimmer Associates 1
California
$446K +$78.9K +1,115 +21%
TW
936
TrinityPoint Wealth
Connecticut
$445K – – –
ST
937
Sabal Trust
Florida
$443K – – –
EP
938
Edgestream Partners
New Jersey
$443K +$158K +2,230 +53%
EWA
939
ERTS Wealth Advisors
Michigan
$442K +$59.8K +845 +15%
AWA
940
Arete Wealth Advisors
Illinois
$442K -$440K -6,224 -49%
DI
941
Disciplined Investments
Oklahoma
$440K -$124K -1,756 -21%
GKWIM
942
Gerber Kawasaki Wealth & Investment Management
California
$439K -$495 -7 -0.1%
WJWM
943
Williams Jones Wealth Management
New York
$439K – – –
PL
944
Plancorp LLC
Missouri
$438K +$56.2K +794 +14%
MI
945
Moneywise Inc
Virginia
$438K +$50.8K +718 +13%
BBPWM
946
Blue Bell Private Wealth Management
Pennsylvania
$436K -$142 -2 -0%
PO
947
Private Ocean
California
$435K – – –
MOS
948
MGO One Seven
Ohio
$434K +$187K +2,636 +71%
MWAM
949
Manhattan West Asset Management
California
$432K -$20.9K -295 -4%
RF
950
RHS Financial
California
$431K +$446K +6,303 New
36 37
38
39 40