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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
GSIAS
1176
Garden State Investment Advisory Services
New Jersey
$323K +$306K +4,299 New
WH
1177
Willner & Heller
California
$323K +$306K +4,295 New
IWS
1178
Integrity Wealth Solutions
Colorado
$322K +$305K +4,284 New
BCP
1179
Blue Chip Partners
Michigan
$322K +$1.85K +26 +0.6%
SPI
1180
Sutton Place Investors
New York
$321K +$23.6K +332 +8%
RWG
1181
Ratio Wealth Group
Colorado
$321K – – –
NHC
1182
Nicholas Hoffman & Company
Georgia
$321K +$1.42K +20 +0.5%
MSFS
1183
Main Street Financial Solutions
Pennsylvania
$321K – – –
RWM
1184
Ritholtz Wealth Management
New York
$320K +$142 +2 +0%
HFS
1185
Howard Financial Services
Texas
$319K +$79.4K +1,115 +36%
GEA
1186
Glen Eagle Advisors
New Jersey
$319K -$13.3K -187 -4%
GI
1187
Gradient Investments
Minnesota
$319K +$4.06K +57 +1%
PIAS
1188
PCA Investment Advisory Services
Ohio
$318K -$99.7K -1,400 -25%
SWM
1189
Segment Wealth Management
Texas
$318K – – –
FPCP
1190
Fort Point Capital Partners
California
$318K – – –
AAP
1191
Arax Advisory Partners
Colorado
$316K -$10.1K -142 -3%
NRC
1192
New Republic Capital
North Carolina
$316K +$1.07K +15 +0.4%
PFM
1193
Phillips Financial Management
Indiana
$316K -$69.3K -974 -19%
AGWCA
1194
Annis Gardner Whiting Capital Advisors
Florida
$315K – – –
ERIC
1195
Eagle Rock Investment Company
Georgia
$315K – – –
LGWM
1196
Litman Gregory Wealth Management
California
$315K – – –
AC
1197
Apella Capital
Connecticut
$313K – – –
MIA
1198
MainStreet Investment Advisors
Illinois
$312K – – –
BFS
1199
Bare Financial Services
Pennsylvania
$312K +$296K +4,152 New
UCB
1200
United Community Bank
South Carolina
$309K -$24.1K -339 -8%
46 47
48
49 50