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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
GJIA
1301
Glass Jacobson Investment Advisors
Maryland
$367K -$24.4K -264 -6%
FCM
1302
Fortis Capital Management
Washington
$367K -$194K -2,099 -35%
PGA
1303
Portland Global Advisors
Maine
$367K +$11K +119 +3%
HA
1304
HFG Advisors
Ohio
$365K – – –
SAM
1305
Secure Asset Management
Michigan
$365K -$2.49K -27 -0.7%
AT
1306
American Trust
Kentucky
$364K +$120K +1,301 +52%
WTC
1307
WhitTier Trust Company
Nevada
$364K – – –
WG
1308
Welch Group
Alabama
$364K – – –
CLOS
1309
Compagnie Lombard Odier SCmA
Switzerland
$364K +$351K +3,799 New
GI
1310
Gradient Investments
Minnesota
$364K -$27.4K -297 -7%
1WA
1311
180 Wealth Advisors
Washington
$363K +$4.16K +45 +1%
UW
1312
Unique Wealth
Florida
$362K +$349K +3,784 New
TRIA
1313
Trail Ridge Investment Advisors
Colorado
$360K +$22.6K +245 +7%
MMG
1314
Monetary Management Group
Missouri
$359K – – –
APW
1315
Axim Planning & Wealth
Ohio
$358K +$54.2K +587 +19%
CFAM
1316
Center For Asset Management
Florida
$357K – – –
BW
1317
BIP Wealth
Georgia
$357K -$19.2K -208 -5%
BCP
1318
Blue Chip Partners
Michigan
$356K -$51.5K -558 -13%
CFC
1319
Coyle Financial Counsel
Illinois
$355K – – –
OC
1320
Oarsman Capital
Wisconsin
$355K +$16.1K +174 +5%
MHB
1321
Midwest Heritage Bank
Iowa
$352K +$339K +3,677 New
FSWA
1322
Financial Synergies Wealth Advisors
Texas
$351K +$40.7K +441 +14%
FW
1323
Fairway Wealth
Ohio
$350K – – –
C
1324
CEDRUS
Colorado
$348K – – –
AWM
1325
Affinity Wealth Management
Delaware
$347K -$6.09K -66 -2%
51 52
53
54 55