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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
SAG
1201
SageView Advisory Group
California
$478K -$368K -3,990 -44%
PMFA
1202
Plante Moran Financial Advisors
Michigan
$475K – – –
VC
1203
Vicus Capital
Pennsylvania
$474K +$89.7K +972 +24%
LGWM
1204
Litman Gregory Wealth Management
California
$473K – – –
FPIS
1205
Financial Planning & Information Services
Wisconsin
$473K -$1.48K -16 -0.3%
OHIS
1206
Oak Harvest Investment Services
Texas
$473K -$108K -1,168 -19%
CGPCS
1207
Capital Group Private Client Services
California
$473K – – –
FC
1208
Fusion Capital
South Carolina
$472K -$4.62K -50 -1%
LB
1209
Legacy Bridge
Iowa
$470K – – –
PNAA
1210
Pictet North America Advisors
Switzerland
$466K – – –
CIA
1211
Cape Investment Advisory
Georgia
$466K +$220K +2,378 +96%
SIM
1212
Stratos Investment Management
Ohio
$463K +$25.2K +273 +6%
LSA
1213
Lion Street Advisors
Texas
$463K +$99.2K +1,075 +29%
PA
1214
Pinnacle Associates
New York
$461K -$9.42K -102 -2%
VA
1215
Vident Advisory
Georgia
$459K -$831 -9 -0.2%
PIFP
1216
Partners in Financial Planning
Virginia
$459K -$17.7K -192 -4%
AF
1217
Apollon Financial
South Carolina
$458K +$90K +975 +26%
CCM
1218
Condor Capital Management
New Jersey
$456K -$33.4K -362 -7%
TC
1219
Trilogy Capital
California
$456K -$305K -3,302 -41%
RMAM
1220
Raab & Moskowitz Asset Management
New Jersey
$455K +$92 +1 +0%
AI
1221
Accredited Investors
Minnesota
$453K – – –
SCM
1222
Seascape Capital Management
New Hampshire
$452K – – –
MCM
1223
Morton Capital Management
California
$451K – – –
TWP
1224
TFO Wealth Partners
Ohio
$449K -$255K -2,765 -37%
IWS
1225
Integrity Wealth Solutions
Colorado
$448K +$18.6K +202 +5%
47 48
49
50 51