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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
OLVIG
1126
Oliver Lagore Vanvalin Investment Group
Michigan
$437K +$235K +2,924 +130%
NOI
1127
Newton One Investments
Delaware
$437K -$7.15K -89 -2%
ML
1128
McAdam LLC
Pennsylvania
$436K +$17.5K +218 +4%
MMM
1129
Mendel Money Management
Illinois
$436K – – –
HIP
1130
HUB Investment Partners
Texas
$433K +$90.5K +1,126 +28%
GCA
1131
Gradient Capital Advisors
California
$433K – – –
W
1132
Wealthquest
Ohio
$432K -$35.9K -447 -8%
SHJ
1133
Sharkey, Howes & Javer
Colorado
$430K -$5.42M -67,403 -93%
FC
1134
Fusion Capital
South Carolina
$429K -$83.8K -1,043 -17%
SWP
1135
Semus Wealth Partners
Florida
$427K +$407K +5,061 New
HA
1136
Herold Advisors
New York
$424K +$403K +5,016 New
FPIS
1137
Financial Planning & Information Services
Wisconsin
$423K -$26.8K -334 -6%
GI
1138
GLOBALT Investments
Georgia
$423K – – –
CFA
1139
CWS Financial Advisors
Michigan
$419K -$82.7K -1,029 -17%
NEWAS
1140
N.E.W. Advisory Services
Wisconsin
$417K -$3.62K -45 -0.9%
LGWM
1141
Litman Gregory Wealth Management
California
$417K +$60K +747 +18%
CGPCS
1142
Capital Group Private Client Services
California
$417K – – –
OHIS
1143
Oak Harvest Investment Services
Texas
$416K -$18.2K -227 -4%
VWA
1144
Visionary Wealth Advisors
Illinois
$416K +$5.06K +63 +1%
FF
1145
Francis Financial
$415K +$174K +2,169 +79%
LB
1146
Legacy Bridge
Iowa
$414K +$2.81K +35 +0.7%
KFG
1147
Kingdom Financial Group
Arizona
$414K +$394K +4,903 New
AWA
1148
Amplius Wealth Advisors
Pennsylvania
$414K +$321 +4 +0.1%
OCFG
1149
O'Connor Financial Group
Illinois
$414K -$1.93K -24 -0.5%
SWM
1150
Segment Wealth Management
Texas
$413K +$53K +660 +16%
44 45
46
47 48