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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1026
WT Wealth Management
Arizona
$356K – – –
WIC
1027
Woodmont Investment Counsel
Tennessee
$355K -$4.6K -65 -1%
PWPS
1028
Pinnacle Wealth Planning Services
Ohio
$355K +$2.05K +29 +0.6%
FI
1029
Financial Insights
Washington
$355K -$53.1K -750 -12%
WCP
1030
Wick Capital Partners
Pennsylvania
$355K +$133K +1,877 +57%
PFM
1031
Phillips Financial Management
Indiana
$354K -$58.4K -825 -14%
VCA
1032
Verdence Capital Advisors
Maryland
$354K +$366K +5,171 New
MMM
1033
Mendel Money Management
Illinois
$353K – – –
ADL
1034
Asset Dedication LLC
California
$352K – – –
ASFA
1035
All Season Financial Advisors
Colorado
$351K +$4.95K +70 +1%
GCA
1036
Gradient Capital Advisors
California
$350K – – –
GG
1037
Gleason Group
Kentucky
$350K -$6.58K -93 -2%
BAM
1038
BOS Asset Management
Illinois
$349K +$108K +1,525 +43%
VWA
1039
Visionary Wealth Advisors
Illinois
$348K -$142 -2 -0%
HA
1040
HFG Advisors
Ohio
$346K – – –
CCA
1041
Conservest Capital Advisors
Pennsylvania
$346K – – –
MCP
1042
Mirador Capital Partners
California
$343K -$54.8K -774 -13%
RMA
1043
Roffman Miller Associates
Pennsylvania
$342K +$354K +5,000 New
CCM
1044
Canal Capital Management
Virginia
$340K +$65.7K +928 +23%
EW
1045
Enzi Wealth
Texas
$340K – – –
AI
1046
Accredited Investors
Minnesota
$340K – – –
SAG
1047
SageView Advisory Group
California
$340K -$242K -3,415 -41%
OCFG
1048
O'Connor Financial Group
Illinois
$340K +$283 +4 +0.1%
CFO
1049
Custos Family Office
Texas
$339K -$36K -508 -9%
CFG
1050
Cooper Financial Group
California
$338K +$138K +1,949 +65%
40 41
42
43 44