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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1201
Conservest Capital Advisors
Pennsylvania
$611K – – –
AUB
1202
Atlantic Union Bankshares
Virginia
$610K +$7.48K +75 +1%
OWA
1203
ORBA Wealth Advisors
Illinois
$606K – – –
FOR
1204
Family Office Research
Maryland
$606K +$595K +5,966 New
JWM
1205
JGP Wealth Management
Oregon
$605K +$6.08K +61 +1%
TI
1206
Trexquant Investment
Connecticut
$602K +$280K +2,807 +90%
FHA
1207
Flagship Harbor Advisors
Massachusetts
$599K +$100 +1 +0%
FWM
1208
FLP Wealth Management
Arkansas
$596K +$586K +5,874 New
SWA
1209
Sax Wealth Advisors
New Jersey
$588K +$599 +6 +0.1%
KA
1210
Klingman & Associates
New York
$587K – – –
AGWCA
1211
Annis Gardner Whiting Capital Advisors
Florida
$586K – – –
BW
1212
BIP Wealth
Georgia
$582K +$200K +2,006 +54%
GWS
1213
Glassman Wealth Services
Virginia
$582K -$14.2K -142 -2%
BC
1214
Brio Consultants
California
$581K -$14.7K -147 -3%
CFA
1215
CWS Financial Advisors
Michigan
$580K +$299 +3 +0.1%
TIM
1216
Tortoise Investment Management
New York
$580K +$299 +3 +0.1%
PAM
1217
Palisade Asset Management
Minnesota
$579K – – –
GI
1218
GAMMA Investing
California
$573K – – –
GJWM
1219
Gilliland Jeter Wealth Management
Arkansas
$573K +$125K +1,253 +29%
EA
1220
Everpar Advisors
Oklahoma
$573K +$5.49K +55 +1%
RSA
1221
River Street Advisors
Illinois
$572K -$433K -4,343 -44%
CMP
1222
Courage Miller Partners
Virginia
$571K -$698 -7 -0.1%
AWA
1223
Amplius Wealth Advisors
Pennsylvania
$570K +$599 +6 +0.1%
HH
1224
Hilltop Holdings
Texas
$570K +$133K +1,332 +31%
JAG
1225
Journey Advisory Group
Kentucky
$569K – – –
47 48
49
50 51