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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
1201
Hyundai Investments
South Korea
$850K +$838K +6,845 New
GI
1202
GAMMA Investing
California
$849K – – –
RAS
1203
RPS Advisory Solutions
Kentucky
$848K -$41.5K -339 -5%
BCI
1204
Blue Capital Inc
Nebraska
$848K +$84.9K +694 +11%
MCM
1205
Mainstream Capital Management
California
$846K -$64.7K -529 -7%
GWA
1206
Geometric Wealth Advisors
District of Columbia
$842K – – –
MWM
1207
Meridian Wealth Management
Kentucky
$837K -$23.9K -195 -3%
CWM
1208
Castle Wealth Management
Florida
$834K – – –
NRC
1209
New Republic Capital
North Carolina
$833K +$201K +1,642 +32%
OPW
1210
Oxler Private Wealth
New York
$833K +$734 +6 +0.1%
ACA
1211
Affinity Capital Advisors
California
$829K +$49.9K +408 +6%
WCG
1212
Weaver Consulting Group
California
$825K -$30.4K -248 -4%
FCB
1213
First County Bank
Connecticut
$822K – – –
EFG
1214
Everhart Financial Group
Ohio
$813K +$35.9K +293 +5%
IAA
1215
Independent Advisor Alliance
North Carolina
$813K +$340K +2,778 +73%
CA
1216
Claro Advisors
Massachusetts
$813K -$26.2K -214 -3%
SAM
1217
Strategy Asset Managers
California
$810K +$574K +4,688 +249%
KIM
1218
Kestra Investment Management
Texas
$809K -$16.6K -136 -2%
PNC
1219
Park National Corp
Ohio
$806K – – –
EPW
1220
Evergreen Private Wealth
Colorado
$806K -$54.6K -446 -6%
GFM
1221
GEN Financial Management
Minnesota
$806K -$4.16K -34 -0.5%
PMG
1222
ProVise Management Group
Florida
$804K -$7.96K -65 -1%
EWM
1223
Elevation Wealth Management
Minnesota
$801K +$796K +6,502 New
DCM
1224
Dimension Capital Management
Florida
$800K – – –
HA
1225
Huntleigh Advisors
Missouri
$800K -$13.2K -108 -2%
47 48
49
50 51