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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1301
Seascape Capital Management
New Hampshire
$479K – – –
SFC
1302
Strategic Financial Concepts
Texas
$479K +$52.4K +525 +13%
MCM
1303
Morton Capital Management
California
$478K – – –
MCM
1304
Mengis Capital Management
Oregon
$478K -$99.8K -1,000 -18%
SAM
1305
Summit Asset Management
Tennessee
$477K -$56.9K -570 -11%
TC
1306
Trilogy Capital
California
$476K -$6.88K -69 -1%
AI
1307
Accredited Investors
Minnesota
$476K -$4.79K -48 -1%
UW
1308
Unique Wealth
Florida
$475K +$89.6K +898 +24%
MW
1309
Marcum Wealth
Ohio
$475K -$53.2K -533 -10%
GAG
1310
GM Advisory Group
New York
$474K – – –
FW
1311
Fairway Wealth
Ohio
$473K +$99.8K +1,000 +27%
NA
1312
Novus Advisors
South Carolina
$473K +$464K +4,656 New
SFP
1313
SwitchPoint Financial Planning
Utah
$473K +$464K +4,656 New
HWM
1314
Horizon Wealth Management
Illinois
$471K +$462K +4,635 New
WAM
1315
WNY Asset Management
New York
$467K – – –
CIA
1316
Cape Investment Advisory
Georgia
$463K -$30.4K -305 -6%
KHC
1317
Koesten Hirschmann & Crabtree
Kansas
$463K – – –
JWM
1318
JFG Wealth Management
Colorado
$461K +$2.19K +22 +0.5%
SSW
1319
Stone Summit Wealth
Florida
$459K -$698 -7 -0.2%
APW
1320
Axim Planning & Wealth
Ohio
$457K +$76.9K +771 +21%
AAS
1321
Annex Advisory Services
Wisconsin
$457K – – –
AIP
1322
Almanack Investment Partners
Pennsylvania
$457K -$97.9K -981 -18%
WLPWM
1323
Walled Lake Planning & Wealth Management
Illinois
$456K -$18.1K -181 -4%
SWA
1324
SFMG Wealth Advisors
Texas
$456K -$3.19K -32 -0.7%
FAM
1325
Formidable Asset Management
Ohio
$456K -$16K -160 -3%
51 52
53
54 55