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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
1251
Curtis Advisory Group
California
$570K – – –
OWA
1252
Oak Wealth Advisors
Illinois
$570K – – –
GA
1253
Goldstein Advisors
Wisconsin
$568K -$792 -8 -0.2%
GWA
1254
Genesis Wealth Advisors
Massachusetts
$568K +$41.4K +418 +9%
PL
1255
Parthenon LLC
Kentucky
$565K – – –
SEM
1256
Strategic Equity Management
Arizona
$565K -$11.6M -117,092 -96%
OLVIG
1257
Oliver Lagore Vanvalin Investment Group
Michigan
$563K +$600K +6,061 New
VCA
1258
Verdence Capital Advisors
Maryland
$560K -$10.6K -107 -2%
AWM
1259
Accurate Wealth Management
Florida
$560K -$66.4K -671 -12%
EWM
1260
Evolution Wealth Management
Florida
$559K +$502K +5,073 New
FRA
1261
Front Row Advisors
California
$558K – – –
V
1262
VeraBank
Texas
$557K +$501K +5,059 New
FM
1263
Family Management
New York
$556K +$30.1K +304 +6%
ONST
1264
Old North State Trust
North Carolina
$556K +$102K +1,035 +26%
WCM
1265
WealthBridge Capital Management
Ohio
$554K – – –
G
1266
GenTrust
Florida
$551K – – –
VC
1267
Vicus Capital
Pennsylvania
$550K +$396 +4 +0.1%
OCM
1268
One Capital Management
California
$549K +$169K +1,710 +52%
SF
1269
Seros Financial
Arizona
$545K +$198 +2 +0%
FB
1270
Fulton Bank
Pennsylvania
$545K +$11.5K +116 +2%
UAG
1271
United Advisor Group
Ohio
$545K +$52.2K +527 +12%
LGWM
1272
Litman Gregory Wealth Management
California
$544K – – –
FWI
1273
Facet Wealth Inc
Maryland
$543K +$59.4K +600 +14%
MNA
1274
Manning & Napier Advisors
New York
$541K +$487K +4,916 New
FC
1275
Fusion Capital
South Carolina
$541K -$594 -6 -0.1%
49 50
51
52 53