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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
NHC
1026
Nicholas Hoffman & Company
Georgia
$300K +$463 +7 +0.2%
BCP
1027
Blue Chip Partners
Michigan
$300K +$595 +9 +0.2%
EP
1028
Edgestream Partners
New Jersey
$299K +$280K +4,240 New
SWM
1029
Segment Wealth Management
Texas
$298K – – –
FPCP
1030
Fort Point Capital Partners
California
$298K – – –
SFC
1031
SYM Financial Corp
Indiana
$297K -$34.6K -523 -11%
LGWM
1032
Litman Gregory Wealth Management
California
$296K +$277K +4,195 New
SPIA
1033
Strategic Point Investment Advisors
Rhode Island
$291K -$992 -15 -0.4%
AFAS
1034
Acorn Financial Advisory Services
Virginia
$291K +$66 +1 +0%
USCWA
1035
U.S. Capital Wealth Advisors
Texas
$289K -$24.5K -370 -8%
SW
1036
SlateStone Wealth
Florida
$288K +$270K +4,084 New
MIA
1037
MainStreet Investment Advisors
Illinois
$286K – – –
ZF
1038
Zhang Financial
Michigan
$286K – – –
CCM
1039
Canal Capital Management
Virginia
$285K -$53K -801 -17%
HAS
1040
Holland Advisory Services
Florida
$284K +$595 +9 +0.2%
RWM
1041
Ritholtz Wealth Management
New York
$282K – – –
MP
1042
McDonald Partners
Ohio
$282K – – –
WHG
1043
Westwood Holdings Group
Texas
$282K – – –
GPA
1044
Garrison Point Advisors
California
$282K – – –
HNWAG
1045
High Net Worth Advisory Group
Florida
$282K – – –
FDS
1046
Freedom Day Solutions
Texas
$281K +$6.94K +105 +3%
SWM
1047
Shelton Wealth Management
Texas
$280K +$132 +2 +0.1%
VBFG
1048
Vishria Bird Financial Group
Tennessee
$279K – – –
EWA
1049
EverSource Wealth Advisors
Alabama
$278K +$2.84K +43 +1%
PA
1050
Pinnacle Associates
New York
$276K +$9.92K +150 +4%
40 41
42
43 44