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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
BO
976
BRR OpCo
Ohio
$328K +$323K +4,295 New
WLPWM
977
Walled Lake Planning & Wealth Management
Illinois
$327K +$301 +4 +0.1%
LWM
978
Liberty Wealth Management
California
$327K +$322K +4,289 New
RWG
979
Ratio Wealth Group
Colorado
$327K – – –
SIS
980
SVB Investment Services
Utah
$326K +$98K +1,305 +44%
CAAS
981
Capital Asset Advisory Services
Michigan
$325K +$126K +1,683 +65%
IIC
982
Ironwood Investment Counsel
Arizona
$324K -$216K -2,872 -40%
FPCP
983
Fort Point Capital Partners
California
$323K – – –
SWM
984
Segment Wealth Management
Texas
$323K – – –
AAS
985
Annex Advisory Services
Wisconsin
$323K +$25.2K +336 +9%
GPA
986
Garrison Point Advisors
California
$322K – – –
NHC
987
Nicholas Hoffman & Company
Georgia
$322K +$376 +5 +0.1%
ZF
988
Zhang Financial
Michigan
$321K – – –
BAM
989
Barrett Asset Management
New York
$321K +$96.9K +1,290 +44%
CCM
990
Covington Capital Management
California
$319K -$3.76K -50 -1%
JWM
991
JFG Wealth Management
Colorado
$316K +$311K +4,140 New
SFS
992
Summit Financial Strategies
Ohio
$315K +$91.7K +1,221 +42%
SSW
993
Smith Shellnut Wilson
Mississippi
$312K – – –
VAM
994
Verity Asset Management
North Carolina
$311K -$26.9K -358 -8%
TGAM
995
TBH Global Asset Management
Tennessee
$311K -$15K -200 -5%
MAG
996
MRA Advisory Group
New Jersey
$311K +$376 +5 +0.1%
OHIS
997
Oak Harvest Investment Services
Texas
$310K +$16.2K +216 +6%
IGWM
998
ICA Group Wealth Management
Colorado
$310K +$354K +4,716 New
MFA
999
Mayflower Financial Advisors
Massachusetts
$309K -$9.77K -130 -3%
TF
1000
TRH Financial
Iowa
$308K +$451 +6 +0.1%
38 39
40
41 42