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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
GWA
1251
Genesis Wealth Advisors
Massachusetts
$568K +$41.4K +418 +9%
PL
1252
Parthenon LLC
Kentucky
$565K – – –
SEM
1253
Strategic Equity Management
Arizona
$565K -$11.6M -117,092 -96%
OLVIG
1254
Oliver Lagore Vanvalin Investment Group
Michigan
$563K +$600K +6,061 New
VCA
1255
Verdence Capital Advisors
Maryland
$560K -$10.6K -107 -2%
AWM
1256
Accurate Wealth Management
Florida
$560K -$66.4K -671 -12%
EWM
1257
Evolution Wealth Management
Florida
$559K +$502K +5,073 New
FRA
1258
Front Row Advisors
California
$558K – – –
V
1259
VeraBank
Texas
$557K +$501K +5,059 New
FM
1260
Family Management
New York
$556K +$30.1K +304 +6%
ONST
1261
Old North State Trust
North Carolina
$556K +$102K +1,035 +26%
WCM
1262
WealthBridge Capital Management
Ohio
$554K – – –
G
1263
GenTrust
Florida
$551K – – –
VC
1264
Vicus Capital
Pennsylvania
$550K +$396 +4 +0.1%
OCM
1265
One Capital Management
California
$549K +$169K +1,710 +52%
SF
1266
Seros Financial
Arizona
$545K +$198 +2 +0%
FB
1267
Fulton Bank
Pennsylvania
$545K +$11.5K +116 +2%
UAG
1268
United Advisor Group
Ohio
$545K +$52.2K +527 +12%
LGWM
1269
Litman Gregory Wealth Management
California
$544K – – –
FWI
1270
Facet Wealth Inc
Maryland
$543K +$59.4K +600 +14%
MNA
1271
Manning & Napier Advisors
New York
$541K +$487K +4,916 New
FC
1272
Fusion Capital
South Carolina
$541K -$594 -6 -0.1%
GI
1273
GLOBALT Investments
Georgia
$540K – – –
S
1274
Sachetta
Massachusetts
$539K -$13.9K -140 -3%
PMFA
1275
Plante Moran Financial Advisors
Michigan
$538K – – –
49 50
51
52 53