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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
OWMIAS
1151
One Wealth Management Investment & Advisory Services
Florida
$782K -$8.4K -73 -1%
CG
1152
Caprock Group
Idaho
$782K +$783K +6,806 New
CWP
1153
Clark Wealth Partners
Illinois
$781K -$1.87M -16,281 -72%
SMA
1154
Seven Mile Advisory
New Jersey
$780K – – –
JSW
1155
Journey Strategic Wealth
New Jersey
$776K -$62.3K -542 -8%
MWP
1156
Madison Wealth Partners
Wisconsin
$775K -$155K -1,349 -17%
IPW
1157
Intergy Private Wealth
Colorado
$773K – – –
TI
1158
tru Independence
Oregon
$773K +$32.3K +281 +5%
LEA
1159
Legacy Edge Advisors
New York
$772K -$28.4K -247 -4%
BAAM
1160
Baker Avenue Asset Management
California
$771K +$734K +6,383 New
IW
1161
Imprint Wealth
South Carolina
$769K +$732K +6,368 New
CB
1162
Community Bank
New York
$768K -$143K -1,243 -16%
ACA
1163
Affinity Capital Advisors
California
$767K – – –
WJWM
1164
Williams Jones Wealth Management
New York
$765K – – –
FFG
1165
Frisch Financial Group
New York
$764K +$728K +6,329 New
GIA
1166
Guyasuta Investment Advisors
Pennsylvania
$763K – – –
EFG
1167
Everhart Financial Group
Ohio
$761K -$230 -2 -0%
WA1
1168
Wimmer Associates 1
California
$761K – – –
TA
1169
TFB Advisors
Kansas
$758K -$8.74K -76 -1%
SW
1170
SkyOak Wealth
Michigan
$757K – – –
MWA
1171
Monograph Wealth Advisors
California
$755K – – –
MCA
1172
Midwest Capital Advisors
Michigan
$753K +$920 +8 +0.1%
FEM
1173
Fulcrum Equity Management
Texas
$753K +$38.4K +334 +6%
BC
1174
Brio Consultants
California
$753K – – –
RI
1175
Rinkey Investments
California
$752K +$717K +6,231 New
45 46
47
48 49