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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1026
Shelton Wealth Management
Texas
$286K +$5.33K +71 +2%
EIG
1027
Ellenbecker Investment Group
Wisconsin
$286K +$7.96K +106 +3%
HVIA
1028
Hudson Valley Investment Advisors
New York
$285K +$281K +3,736 New
VC
1029
Veery Capital
Delaware
$283K -$24.2K -322 -8%
WH
1030
Whitcomb & Hess
Ohio
$283K +$2.78K +37 +1%
C
1031
CEDRUS
Colorado
$283K -$8.26K -110 -3%
SGK
1032
Steigerwald Gordon & Koch
Virginia
$281K – – –
SC
1033
Steph & Co
Wisconsin
$280K – – –
KFS
1034
Kelly Financial Services
Massachusetts
$279K +$262K +3,491 +2,090%
BA
1035
Bluesphere Advisors
Pennsylvania
$279K -$46.6K -620 -15%
CAM
1036
Covenant Asset Management
New Jersey
$279K – – –
AWA
1037
Aaron Wealth Advisors
Illinois
$278K – – –
AL
1038
Aspiriant LLC
California
$277K – – –
KFS
1039
Kaizen Financial Strategies
California
$277K +$225 +3 +0.1%
JCM
1040
Jag Capital Management
Missouri
$277K +$6.16K +82 +2%
HCM
1041
Howland Capital Management
Massachusetts
$277K +$273K +3,631 New
FSWA
1042
Financial Synergies Wealth Advisors
Texas
$276K +$451 +6 +0.2%
PPW
1043
Pinnacle Private Wealth
Massachusetts
$276K – – –
HCMT
1044
Highland Capital Management (Tennessee)
Tennessee
$275K – – –
ATWA
1045
Arbor Trust Wealth Advisors
Michigan
$275K +$451 +6 +0.2%
KFGK
1046
Keystone Financial Group (Kentucky)
Kentucky
$274K +$269K +3,587 New
TCWM
1047
Total Clarity Wealth Management
Illinois
$273K -$15.9K -211 -6%
CG
1048
Caprock Group
Idaho
$270K – – –
DWM
1049
Doyle Wealth Management
Florida
$270K +$19.8K +263 +8%
SFS
1050
Stiles Financial Services
Minnesota
$268K – – –
40 41
42
43 44