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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
1176
Summit Financial
New Jersey
$462K +$50.2K +582 +13%
PIFP
1177
Partners in Financial Planning
Virginia
$461K -$21.1K -245 -5%
FC
1178
Fusion Capital
South Carolina
$461K -$8.54K -99 -2%
ML
1179
McAdam LLC
Pennsylvania
$461K -$15.9K -184 -4%
PMFA
1180
Plante Moran Financial Advisors
Michigan
$459K -$168K -1,951 -28%
FPIS
1181
Financial Planning & Information Services
Wisconsin
$459K -$5.09K -59 -1%
NEWAS
1182
N.E.W. Advisory Services
Wisconsin
$458K – – –
LGWM
1183
Litman Gregory Wealth Management
California
$457K – – –
CGPCS
1184
Capital Group Private Client Services
California
$457K – – –
QWM
1185
Quadcap Wealth Management
Texas
$455K +$424K +4,915 New
FIM
1186
Freedom Investment Management
Connecticut
$454K +$159K +1,841 +60%
LB
1187
Legacy Bridge
Iowa
$454K – – –
OCFG
1188
O'Connor Financial Group
Illinois
$452K -$1.64K -19 -0.4%
PNAA
1189
Pictet North America Advisors
Switzerland
$451K – – –
VCA
1190
Verdence Capital Advisors
Maryland
$446K +$86 +1 +0%
VA
1191
Vident Advisory
Georgia
$445K +$25.1K +291 +6%
VWA
1192
Visionary Wealth Advisors
Illinois
$444K -$11K -128 -3%
AAP
1193
Arax Advisory Partners
Colorado
$443K +$20.2K +234 +5%
RMAM
1194
Raab & Moskowitz Asset Management
New Jersey
$440K +$26.5K +307 +7%
AI
1195
Accredited Investors
Minnesota
$438K -$5.43K -63 -1%
WLPWM
1196
Walled Lake Planning & Wealth Management
Illinois
$437K -$1.55K -18 -0.4%
SFWC
1197
Strategic Family Wealth Counselors
New Jersey
$437K +$138K +1,599 +51%
SCM
1198
Seascape Capital Management
New Hampshire
$436K – – –
MCM
1199
Morton Capital Management
California
$436K – – –
FAM
1200
Formidable Asset Management
Ohio
$436K -$82.1K -952 -17%
46 47
48
49 50