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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
UWPG
976
Ullmann Wealth Partners Group
Florida
$280K – – –
PCMC
977
Private Capital Management (Colorado)
Colorado
$279K – – –
EW
978
Evoke Wealth
California
$278K – – –
HCM
979
Hollencrest Capital Management
California
$278K -$183K -2,986 -41%
BAMG
980
Brand Asset Management Group
Missouri
$276K +$29K +474 +12%
LWM
981
Laidlaw Wealth Management
New York
$275K +$367 +6 +0.1%
MSFS
982
Main Street Financial Solutions
Pennsylvania
$275K – – –
MFG
983
MidWestOne Financial Group
Iowa
$274K +$16.6K +272 +7%
CFP
984
Catalyst Financial Partners
Massachusetts
$274K +$262K +4,283 New
KIA
985
KCM Investment Advisors
California
$272K +$7.95K +130 +3%
NRC
986
New Republic Capital
North Carolina
$272K +$96.5K +1,578 +59%
FPCG
987
Forum Private Client Group
Indiana
$272K – – –
NHC
988
Nicholas Hoffman & Company
Georgia
$271K +$550 +9 +0.2%
IGWM
989
ICA Group Wealth Management
Colorado
$271K -$3.18K -52 -1%
BCP
990
Blue Chip Partners
Michigan
$271K -$20.7K -338 -7%
SWM
991
Segment Wealth Management
Texas
$270K – – –
FPCP
992
Fort Point Capital Partners
California
$270K – – –
ERIC
993
Eagle Rock Investment Company
Georgia
$268K – – –
FIA
994
Foundations Investment Advisors
Arizona
$267K +$39.1K +639 +18%
WA
995
Wealth Alliance
New York
$267K +$11.4K +186 +5%
SPIA
996
Strategic Point Investment Advisors
Rhode Island
$266K -$387K -6,330 -60%
TCMP
997
Thrive Capital Management (Pennsylvania)
Pennsylvania
$265K +$258K +4,213 New
RW
998
RVW Wealth
California
$265K – – –
GI
999
Gradient Investments
Minnesota
$265K +$122K +2,000 +93%
AFAS
1000
Acorn Financial Advisory Services
Virginia
$263K – – –
38 39
40
41 42