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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
1301
Embree Financial Group
Illinois
$367K +$92 +1 +0%
BAM
1302
BOS Asset Management
Illinois
$367K – – –
GJIA
1303
Glass Jacobson Investment Advisors
Maryland
$367K -$24.4K -264 -6%
FCM
1304
Fortis Capital Management
Washington
$367K -$194K -2,099 -35%
PGA
1305
Portland Global Advisors
Maine
$367K +$11K +119 +3%
HA
1306
HFG Advisors
Ohio
$365K – – –
SAM
1307
Secure Asset Management
Michigan
$365K -$2.49K -27 -0.7%
AT
1308
American Trust
Kentucky
$364K +$120K +1,301 +52%
WTC
1309
WhitTier Trust Company
Nevada
$364K – – –
WG
1310
Welch Group
Alabama
$364K – – –
CLOS
1311
Compagnie Lombard Odier SCmA
Switzerland
$364K +$351K +3,799 New
GI
1312
Gradient Investments
Minnesota
$364K -$27.4K -297 -7%
1WA
1313
180 Wealth Advisors
Washington
$363K +$4.16K +45 +1%
UW
1314
Unique Wealth
Florida
$362K +$349K +3,784 New
TRIA
1315
Trail Ridge Investment Advisors
Colorado
$360K +$22.6K +245 +7%
MMG
1316
Monetary Management Group
Missouri
$359K – – –
APW
1317
Axim Planning & Wealth
Ohio
$358K +$54.2K +587 +19%
CFAM
1318
Center For Asset Management
Florida
$357K – – –
BW
1319
BIP Wealth
Georgia
$357K -$19.2K -208 -5%
BCP
1320
Blue Chip Partners
Michigan
$356K -$51.5K -558 -13%
CFC
1321
Coyle Financial Counsel
Illinois
$355K – – –
OC
1322
Oarsman Capital
Wisconsin
$355K +$16.1K +174 +5%
MHB
1323
Midwest Heritage Bank
Iowa
$352K +$339K +3,677 New
FSWA
1324
Financial Synergies Wealth Advisors
Texas
$351K +$40.7K +441 +14%
FW
1325
Fairway Wealth
Ohio
$350K – – –
51 52
53
54 55