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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1201
Ritholtz Wealth Management
New York
$639K +$48K +485 +9%
OSNBOA
1202
Old Second National Bank of Aurora
Illinois
$639K – – –
APW
1203
Axim Planning & Wealth
Ohio
$637K +$573K +5,786 New
AFG
1204
ABLE Financial Group
Arizona
$637K +$572K +5,784 New
AGWCA
1205
Annis Gardner Whiting Capital Advisors
Florida
$635K – – –
CFA
1206
CWS Financial Advisors
Michigan
$630K +$297 +3 +0.1%
TIM
1207
Tortoise Investment Management
New York
$629K +$297 +3 +0.1%
PAM
1208
Palisade Asset Management
Minnesota
$628K – – –
GWS
1209
Glassman Wealth Services
Virginia
$627K -$2.77K -28 -0.5%
BPC
1210
Bearing Point Capital
Minnesota
$627K +$563K +5,692 New
AWA
1211
Amplius Wealth Advisors
Pennsylvania
$620K +$495 +5 +0.1%
CMP
1212
Courage Miller Partners
Virginia
$619K – – –
CCA
1213
Conservest Capital Advisors
Pennsylvania
$616K – – –
LJAC
1214
L.J. Altfest & Co
New York
$613K – – –
SFG
1215
Sage Financial Group
Pennsylvania
$612K – – –
TFO
1216
Timonier Family Office
North Carolina
$610K – – –
SCA
1217
STALEY CAPITAL ADVISERS
Pennsylvania
$609K – – –
BOPW
1218
Brandywine Oak Private Wealth
Pennsylvania
$608K – – –
IA
1219
IFC Advisors
California
$607K +$197K +1,993 +57%
BWM
1220
BCGM Wealth Management
Indiana
$607K +$122K +1,233 +29%
OWA
1221
ORBA Wealth Advisors
Illinois
$603K -$48.5K -490 -8%
GWA
1222
Gutierrez Wealth Advisory
Arkansas
$602K +$238K +2,402 +78%
SCM
1223
Schnieders Capital Management
California
$600K +$539K +5,450 New
SWM
1224
Segment Wealth Management
Texas
$597K – – –
CA
1225
Crewe Advisors
Utah
$596K +$198K +2,003 +59%
47 48
49
50 51