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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
BCP
976
Blue Chip Partners
Michigan
$268K -$110K -1,837 -29%
GEA
977
Glen Eagle Advisors
New Jersey
$267K +$3.78K +63 +1%
LWM
978
LJI Wealth Management
Indiana
$267K +$274K +4,565 New
GKWIM
979
Gerber Kawasaki Wealth & Investment Management
California
$266K +$60 +1 +0%
SSW
980
Stone Summit Wealth
Florida
$265K -$15K -250 -5%
AAP
981
Arax Advisory Partners
Colorado
$263K -$34.4K -573 -11%
SWA
982
SFMG Wealth Advisors
Texas
$263K – – –
USCWA
983
U.S. Capital Wealth Advisors
Texas
$262K – – –
GI
984
Glovista Investments
New Jersey
$260K +$267K +4,451 New
AC
985
Apella Capital
Connecticut
$260K – – –
T
986
TrueFG
Texas
$260K – – –
GSIAS
987
Garden State Investment Advisory Services
New Jersey
$259K +$266K +4,432 New
UWPG
988
Ullmann Wealth Partners Group
Florida
$256K – – –
PCMC
989
Private Capital Management (Colorado)
Colorado
$256K -$58.8K -980 -18%
WH
990
Willner & Heller
California
$255K +$4.74K +79 +2%
EW
991
Evoke Wealth
California
$254K – – –
IGWM
992
ICA Group Wealth Management
Colorado
$252K -$98.4K -1,639 -28%
LWM
993
Laidlaw Wealth Management
New York
$251K +$600 +10 +0.2%
MSFS
994
Main Street Financial Solutions
Pennsylvania
$251K – – –
ERIC
995
Eagle Rock Investment Company
Georgia
$251K – – –
RWG
996
Ratio Wealth Group
Colorado
$250K – – –
LGWM
997
Litman Gregory Wealth Management
California
$250K -$34.6K -577 -12%
FPCG
998
Forum Private Client Group
Indiana
$249K – – –
NHC
999
Nicholas Hoffman & Company
Georgia
$248K +$961 +16 +0.4%
TRCT
1000
Tower Research Capital (TRC)
New York
$248K -$2.92M -48,555 -92%
38 39
40
41 42