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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
UFA
1251
US Financial Advisors
Massachusetts
$380K -$2.5K -29 -0.7%
GJIA
1252
Glass Jacobson Investment Advisors
Maryland
$379K -$5.17K -60 -1%
GI
1253
Gradient Investments
Minnesota
$379K +$23.6K +274 +7%
HAS
1254
Holland Advisory Services
Florida
$376K +$345 +4 +0.1%
FB
1255
Fulton Bank
Pennsylvania
$375K -$46.6K -540 -12%
ZF
1256
Zhang Financial
Michigan
$374K – – –
MWM
1257
Melfa Wealth Management
Massachusetts
$372K – – –
MFG
1258
MidWestOne Financial Group
Iowa
$372K – – –
TL
1259
Tradewinds LLC
North Carolina
$371K +$346K +4,014 New
HFS
1260
Howard Financial Services
Texas
$371K +$172 +2 +0%
GPA
1261
Garrison Point Advisors
California
$370K – – –
HNWAG
1262
High Net Worth Advisory Group
Florida
$370K – – –
WPC
1263
Waters Parkerson & Co
Louisiana
$370K +$345K +4,000 New
SGK
1264
Steigerwald Gordon & Koch
Virginia
$370K +$30.1K +349 +10%
CFSG
1265
Community Financial Services Group
Vermont
$369K – – –
SFC
1266
SYM Financial Corp
Indiana
$368K +$23.4K +271 +7%
VC
1267
Vicus Capital
Pennsylvania
$368K -$30.4K -353 -8%
VBFG
1268
Vishria Bird Financial Group
Tennessee
$367K – – –
BW
1269
BIP Wealth
Georgia
$364K -$10.1K -117 -3%
CA
1270
Crewe Advisors
Utah
$364K +$1.72K +20 +0.5%
GJWM
1271
Gilliland Jeter Wealth Management
Arkansas
$363K +$153K +1,772 +82%
SB
1272
Sunflower Bank
Texas
$363K -$45K -522 -12%
AFAS
1273
Acorn Financial Advisory Services
Virginia
$362K +$338K +3,916 New
CCA
1274
Clarity Capital Advisors
Florida
$359K +$259 +3 +0.1%
HT
1275
Headlands Technologies
Illinois
$359K +$9.91K +115 +3%
49 50
51
52 53