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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
NOI
976
Newton One Investments
Delaware
$270K +$277K +4,612 New
WLPWM
977
Walled Lake Planning & Wealth Management
Illinois
$268K +$480 +8 +0.2%
BCP
978
Blue Chip Partners
Michigan
$268K -$110K -1,837 -29%
GEA
979
Glen Eagle Advisors
New Jersey
$267K +$3.78K +63 +1%
LWM
980
LJI Wealth Management
Indiana
$267K +$274K +4,565 New
GKWIM
981
Gerber Kawasaki Wealth & Investment Management
California
$266K +$60 +1 +0%
SSW
982
Stone Summit Wealth
Florida
$265K -$15K -250 -5%
AAP
983
Arax Advisory Partners
Colorado
$263K -$34.4K -573 -11%
SWA
984
SFMG Wealth Advisors
Texas
$263K – – –
USCWA
985
U.S. Capital Wealth Advisors
Texas
$262K – – –
GI
986
Glovista Investments
New Jersey
$260K +$267K +4,451 New
AC
987
Apella Capital
Connecticut
$260K – – –
T
988
TrueFG
Texas
$260K – – –
GSIAS
989
Garden State Investment Advisory Services
New Jersey
$259K +$266K +4,432 New
UWPG
990
Ullmann Wealth Partners Group
Florida
$256K – – –
PCMC
991
Private Capital Management (Colorado)
Colorado
$256K -$58.8K -980 -18%
WH
992
Willner & Heller
California
$255K +$4.74K +79 +2%
EW
993
Evoke Wealth
California
$254K – – –
IGWM
994
ICA Group Wealth Management
Colorado
$252K -$98.4K -1,639 -28%
LWM
995
Laidlaw Wealth Management
New York
$251K +$600 +10 +0.2%
MSFS
996
Main Street Financial Solutions
Pennsylvania
$251K – – –
ERIC
997
Eagle Rock Investment Company
Georgia
$251K – – –
RWG
998
Ratio Wealth Group
Colorado
$250K – – –
LGWM
999
Litman Gregory Wealth Management
California
$250K -$34.6K -577 -12%
FPCG
1000
Forum Private Client Group
Indiana
$249K – – –
38 39
40
41 42