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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
SFM
1151
Signet Financial Management
New Jersey
$230K – – –
CPA
1152
Cardiff Park Advisors
California
$230K +$222K +2,752 New
BWP
1153
BSW Wealth Partners
Colorado
$228K – – –
NAS
1154
Nicolet Advisory Services
Wisconsin
$225K -$1.69M -21,012 -89%
AIM
1155
Avity Investment Management
Connecticut
$225K +$217K +2,695 New
SFG
1156
SevenBridge Financial Group
Pennsylvania
$224K +$215K +2,672 New
CCA
1157
Cottonwood Capital Advisors
Utah
$224K +$216K +2,675 New
SIMG
1158
Sonora Investment Management Group
Arizona
$223K +$215K +2,664 New
GCA
1159
Genesee Capital Advisors
New York
$223K +$215K +2,668 New
GWA
1160
Geometric Wealth Advisors
District of Columbia
$223K +$215K +2,671 New
RCA
1161
Rex Capital Advisors
Rhode Island
$222K +$213K +2,648 New
BFA
1162
BMS Financial Advisors
South Dakota
$221K +$213K +2,642 New
RFWA
1163
RPg Family Wealth Advisory
Massachusetts
$220K -$121K -1,496 -36%
AAM
1164
Augustine Asset Management
Florida
$220K -$45.9K -570 -18%
NWM
1165
NEIRG Wealth Management
Massachusetts
$220K +$211K +2,624 New
FFA
1166
Fragasso Financial Advisors
Pennsylvania
$220K +$212K +2,631 New
DIM
1167
Delta Investment Management
California
$220K +$212K +2,632 New
RWA
1168
River Wealth Advisors
Pennsylvania
$220K +$212K +2,634 New
OWM
1169
Orgel Wealth Management
Wisconsin
$219K +$210K +2,612 New
EI
1170
Ellevest Inc
New York
$218K +$209K +2,600 New
WCP
1171
Wick Capital Partners
Pennsylvania
$218K +$209K +2,600 New
HAS
1172
HBW Advisory Services
California
$218K +$210K +2,602 New
BL
1173
BFSG LLC
California
$218K +$210K +2,611 New
RWM
1174
Rockwood Wealth Management
Pennsylvania
$217K +$209K +2,596 New
RA
1175
Rise Advisors
New York
$217K +$209K +2,595 New
45 46
47
48 49