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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1126
Amplius Wealth Advisors
Pennsylvania
$368K +$2.13K +30 +0.6%
PCM
1127
Peregrine Capital Management
Minnesota
$366K +$347K +4,876 New
PNAA
1128
Pictet North America Advisors
Switzerland
$366K – – –
BWA
1129
BCU Wealth Advisors
Illinois
$366K +$347K +4,872 New
LB
1130
Legacy Bridge
Iowa
$366K -$2.85K -40 -0.8%
VWA
1131
Visionary Wealth Advisors
Illinois
$365K -$15.8K -222 -4%
SSW
1132
Stone Summit Wealth
Florida
$365K +$13.7K +193 +4%
SFG
1133
Sovereign Financial Group
Connecticut
$362K -$36.2K -508 -10%
CCM
1134
Condor Capital Management
New Jersey
$359K – – –
RCM
1135
Raleigh Capital Management
North Carolina
$358K -$3.56K -50 -1%
WLPWM
1136
Walled Lake Planning & Wealth Management
Illinois
$357K +$2.06K +29 +0.6%
FB
1137
Fulton Bank
Pennsylvania
$356K – – –
PPP
1138
Private Portfolio Partners
New Jersey
$355K -$9.18K -129 -3%
WHCI
1139
W.H. Cornerstone Investments
Massachusetts
$355K -$93.7K -1,316 -22%
SWA
1140
SFMG Wealth Advisors
Texas
$354K +$15.9K +224 +5%
SCM
1141
Seascape Capital Management
New Hampshire
$354K +$336K +4,716 New
MCM
1142
Morton Capital Management
California
$354K – – –
VDI
1143
Vaughan David Investments
Illinois
$352K +$334K +4,690 New
SC
1144
Shearwater Capital
Colorado
$352K -$10.8K -152 -3%
GAG
1145
GM Advisory Group
New York
$351K – – –
TC
1146
Trilogy Capital
California
$351K -$1.28K -18 -0.4%
GFA
1147
Gallagher Fiduciary Advisors
Illinois
$348K +$79.2K +1,113 +32%
SFC
1148
Swisher Financial Concepts
Ohio
$347K +$328K +4,603 New
WAM
1149
WNY Asset Management
New York
$345K – – –
SC
1150
Schoolcraft Capital
Colorado
$345K – – –
44 45
46
47 48