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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
CAMG
1001
CWA Asset Management Group
Florida
$349K +$336K +4,176 New
BA
1002
Bridge Advisory
California
$346K +$333K +4,135 New
IWN
1003
Independent Wealth Network
Iowa
$345K -$1.08M -13,445 -77%
ECG
1004
Edge Capital Group
Georgia
$343K – – –
SSW
1005
Smith Shellnut Wilson
Mississippi
$342K – – –
MAG
1006
MRA Advisory Group
New Jersey
$340K +$322 +4 +0.1%
TF
1007
TRH Financial
Iowa
$337K +$403 +5 +0.1%
VC
1008
Veery Capital
Delaware
$337K +$967 +12 +0.3%
MFG
1009
MidWestOne Financial Group
Iowa
$336K – – –
EWA
1010
Exencial Wealth Advisors
Oklahoma
$336K +$324K +4,018 New
BIM
1011
Baldwin Investment Management
Pennsylvania
$335K – – –
MMG
1012
Monetary Management Group
Missouri
$335K – – –
HNWAG
1013
High Net Worth Advisory Group
Florida
$335K +$322K +4,000 New
RMDI
1014
R.M. Davis Inc
Maine
$334K -$80.7K -1,002 -20%
WHG
1015
Westwood Holdings Group
Texas
$334K – – –
CCA
1016
Clearwater Capital Advisors
Illinois
$333K -$8.86K -110 -3%
FI
1017
Financial Insights
Washington
$332K – – –
GJIC
1018
Gamble Jones Investment Counsel
California
$332K – – –
TA
1019
TruWealth Advisors
Louisiana
$330K – – –
KCM
1020
Karp Capital Management
California
$329K – – –
PGA
1021
Portland Global Advisors
Maine
$328K – – –
CP
1022
Covenant Partners
Tennessee
$327K – – –
CFAM
1023
Center For Asset Management
Florida
$327K +$242 +3 +0.1%
AAS
1024
Annex Advisory Services
Wisconsin
$326K +$40.2K +499 +15%
GKWIM
1025
Gerber Kawasaki Wealth & Investment Management
California
$325K +$313K +3,883 +77,660%
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