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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
GCA
951
Gradient Capital Advisors
California
$361K – – –
W
952
Wealthquest
Ohio
$361K – – –
PFO
953
Pathstone Family Office
New Jersey
$360K +$53.7K +813 +16%
VWA
954
Visionary Wealth Advisors
Illinois
$358K +$727 +11 +0.2%
HA
955
HFG Advisors
Ohio
$357K – – –
ASFA
956
All Season Financial Advisors
Colorado
$357K +$108K +1,632 +48%
CCA
957
Conservest Capital Advisors
Pennsylvania
$356K – – –
BWM
958
BerganKDV Wealth Management
Minnesota
$356K – – –
AA
959
Ancora Advisors
Ohio
$355K +$132 +2 +0%
FANJ
960
Financial Architects (New Jersey)
New Jersey
$354K +$13.2K +200 +4%
KWM
961
Keebeck Wealth Management
Illinois
$353K +$331K +5,006 New
PPP
962
Private Portfolio Partners
New Jersey
$351K +$4.96K +75 +2%
AI
963
Accredited Investors
Minnesota
$350K -$22.7K -344 -6%
OCFG
964
O'Connor Financial Group
Illinois
$350K +$32.7K +495 +11%
EW
965
Enzi Wealth
Texas
$347K -$107K -1,616 -25%
LB
966
Legacy Bridge
Iowa
$346K +$8.26K +125 +3%
WCM
967
WealthBridge Capital Management
Ohio
$346K – – –
PNAA
968
Pictet North America Advisors
Switzerland
$343K +$53.8K +814 +20%
AWA
969
Amplius Wealth Advisors
Pennsylvania
$343K +$727 +11 +0.2%
ML
970
McAdam LLC
Pennsylvania
$343K +$3.57K +54 +1%
SC
971
Shearwater Capital
Colorado
$341K -$5.82K -88 -2%
FSWA
972
Financial Synergies Wealth Advisors
Texas
$340K +$661 +10 +0.2%
HGWM
973
Horst & Graben Wealth Management
Oregon
$339K +$264 +4 +0.1%
RMDI
974
R.M. Davis Inc
Maine
$338K +$6.08K +92 +2%
WLPWM
975
Walled Lake Planning & Wealth Management
Illinois
$338K +$21.6K +326 +7%
37 38
39
40 41