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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
1001
Gradient Investments
Minnesota
$265K +$122K +2,000 +93%
AFAS
1002
Acorn Financial Advisory Services
Virginia
$263K – – –
TSS
1003
Two Sigma Securities
New York
$263K +$252K +4,120 New
RIA
1004
Realta Investment Advisors
Delaware
$262K -$70.2K -1,148 -22%
MIA
1005
MainStreet Investment Advisors
Illinois
$259K +$248K +4,060 New
ZF
1006
Zhang Financial
Michigan
$259K -$10K -164 -4%
PNAA
1007
Pictet North America Advisors
Switzerland
$259K +$248K +4,058 New
MFG
1008
Menard Financial Group
Texas
$259K +$248K +4,054 New
HAS
1009
Holland Advisory Services
Florida
$257K +$734 +12 +0.3%
RWM
1010
Ritholtz Wealth Management
New York
$256K -$2.44K -40 -1%
MP
1011
McDonald Partners
Ohio
$256K – – –
GPA
1012
Garrison Point Advisors
California
$256K -$3.67K -60 -1%
HNWAG
1013
High Net Worth Advisory Group
Florida
$256K – – –
WHG
1014
Westwood Holdings Group
Texas
$255K – – –
JCM
1015
Jag Capital Management
Missouri
$255K -$611 -10 -0.3%
SWM
1016
Shelton Wealth Management
Texas
$254K +$8.31K +136 +4%
VBFG
1017
Vishria Bird Financial Group
Tennessee
$253K -$15.3K -251 -6%
LSPW
1018
Lake Street Private Wealth
Illinois
$252K -$589K -9,638 -71%
EWA
1019
EverSource Wealth Advisors
Alabama
$249K +$13.4K +220 +6%
FDS
1020
Freedom Day Solutions
Texas
$248K -$2.44K -40 -1%
PCH
1021
PGIM Custom Harvest
New Jersey
$247K +$236K +3,867 New
CWA
1022
Cornerstone Wealth Advisors
Minnesota
$246K – – –
APW
1023
Atlantic Private Wealth
North Carolina
$246K +$672 +11 +0.3%
PGA
1024
Portland Global Advisors
Maine
$245K – – –
CFC
1025
Coyle Financial Counsel
Illinois
$245K – – –
39 40
41
42 43