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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
1026
Pinnacle Wealth Planning Services
Ohio
$355K +$2.05K +29 +0.6%
FI
1027
Financial Insights
Washington
$355K -$53.1K -750 -12%
WCP
1028
Wick Capital Partners
Pennsylvania
$355K +$133K +1,877 +57%
PFM
1029
Phillips Financial Management
Indiana
$354K -$58.4K -825 -14%
VCA
1030
Verdence Capital Advisors
Maryland
$354K +$366K +5,171 New
MMM
1031
Mendel Money Management
Illinois
$353K – – –
ADL
1032
Asset Dedication LLC
California
$352K – – –
ASFA
1033
All Season Financial Advisors
Colorado
$351K +$4.95K +70 +1%
GCA
1034
Gradient Capital Advisors
California
$350K – – –
GG
1035
Gleason Group
Kentucky
$350K -$6.58K -93 -2%
BAM
1036
BOS Asset Management
Illinois
$349K +$108K +1,525 +43%
VWA
1037
Visionary Wealth Advisors
Illinois
$348K -$142 -2 -0%
HA
1038
HFG Advisors
Ohio
$346K – – –
CCA
1039
Conservest Capital Advisors
Pennsylvania
$346K – – –
MCP
1040
Mirador Capital Partners
California
$343K -$54.8K -774 -13%
RMA
1041
Roffman Miller Associates
Pennsylvania
$342K +$354K +5,000 New
CCM
1042
Canal Capital Management
Virginia
$340K +$65.7K +928 +23%
EW
1043
Enzi Wealth
Texas
$340K – – –
AI
1044
Accredited Investors
Minnesota
$340K – – –
SAG
1045
SageView Advisory Group
California
$340K -$242K -3,415 -41%
OCFG
1046
O'Connor Financial Group
Illinois
$340K +$283 +4 +0.1%
CFO
1047
Custos Family Office
Texas
$339K -$36K -508 -9%
CFG
1048
Cooper Financial Group
California
$338K +$138K +1,949 +65%
CGPCS
1049
Capital Group Private Client Services
California
$338K -$250K -3,539 -42%
LB
1050
Legacy Bridge
Iowa
$336K – – –
40 41
42
43 44