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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
KIA
1026
KCM Investment Advisors
California
$301K – – –
FPCG
1027
Forum Private Client Group
Indiana
$300K +$331 +5 +0.1%
NHC
1028
Nicholas Hoffman & Company
Georgia
$300K +$463 +7 +0.2%
BCP
1029
Blue Chip Partners
Michigan
$300K +$595 +9 +0.2%
EP
1030
Edgestream Partners
New Jersey
$299K +$280K +4,240 New
SWM
1031
Segment Wealth Management
Texas
$298K – – –
FPCP
1032
Fort Point Capital Partners
California
$298K – – –
SFC
1033
SYM Financial Corp
Indiana
$297K -$34.6K -523 -11%
LGWM
1034
Litman Gregory Wealth Management
California
$296K +$277K +4,195 New
SPIA
1035
Strategic Point Investment Advisors
Rhode Island
$291K -$992 -15 -0.4%
AFAS
1036
Acorn Financial Advisory Services
Virginia
$291K +$66 +1 +0%
USCWA
1037
U.S. Capital Wealth Advisors
Texas
$289K -$24.5K -370 -8%
SW
1038
SlateStone Wealth
Florida
$288K +$270K +4,084 New
MIA
1039
MainStreet Investment Advisors
Illinois
$286K – – –
ZF
1040
Zhang Financial
Michigan
$286K – – –
CCM
1041
Canal Capital Management
Virginia
$285K -$53K -801 -17%
HAS
1042
Holland Advisory Services
Florida
$284K +$595 +9 +0.2%
RWM
1043
Ritholtz Wealth Management
New York
$282K – – –
MP
1044
McDonald Partners
Ohio
$282K – – –
WHG
1045
Westwood Holdings Group
Texas
$282K – – –
GPA
1046
Garrison Point Advisors
California
$282K – – –
HNWAG
1047
High Net Worth Advisory Group
Florida
$282K – – –
FDS
1048
Freedom Day Solutions
Texas
$281K +$6.94K +105 +3%
SWM
1049
Shelton Wealth Management
Texas
$280K +$132 +2 +0.1%
VBFG
1050
Vishria Bird Financial Group
Tennessee
$279K – – –
40 41
42
43 44