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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1151
WNY Asset Management
New York
$345K – – –
SC
1152
Schoolcraft Capital
Colorado
$345K – – –
LWM
1153
LJI Wealth Management
Indiana
$345K +$854 +12 +0.3%
APC
1154
Aspire Private Capital
North Carolina
$344K +$108K +1,522 +50%
NMG
1155
New Millennium Group
Utah
$342K – – –
CA
1156
CGN Advisors
Kansas
$339K – – –
PIFP
1157
Partners in Financial Planning
Virginia
$338K -$85.3K -1,199 -21%
CKAIS
1158
Christensen King & Associates Investment Services
Washington
$337K +$320K +4,492 New
UFA
1159
US Financial Advisors
Massachusetts
$337K -$8.33K -117 -3%
KIA
1160
KCM Investment Advisors
California
$336K +$15K +211 +5%
AWM
1161
Aspire Wealth Management
Massachusetts
$336K +$71 +1 +0%
SB
1162
Sunflower Bank
Texas
$334K -$81.9K -1,151 -21%
T
1163
TrueFG
Texas
$333K – – –
CFP
1164
Catalyst Financial Partners
Massachusetts
$332K +$10.1K +142 +3%
RIG
1165
RiverFront Investment Group
Virginia
$332K +$84.9K +1,193 +37%
SGAM
1166
Smith Group Asset Management
Texas
$331K +$314K +4,410 New
PFGIA
1167
Patriot Financial Group Insurance Agency
Massachusetts
$330K +$76.9K +1,080 +33%
BWM
1168
Brown Wealth Management
Illinois
$330K -$356 -5 -0.1%
UWPG
1169
Ullmann Wealth Partners Group
Florida
$329K – – –
RZH
1170
Relyea Zuckerberg Hanson
Connecticut
$328K – – –
VC
1171
Vicus Capital
Pennsylvania
$328K -$12.2K -172 -4%
HA
1172
HFG Advisors
Ohio
$327K -$49.8K -700 -14%
BIAS
1173
Beacon Investment Advisory Services
New Jersey
$327K – – –
AFP
1174
Ausdal Financial Partners
Iowa
$326K -$27.8K -390 -8%
CFG
1175
Cooper Financial Group
California
$325K -$43.6K -613 -12%
45 46
47
48 49