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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1301
Advyzon Investment Management
Illinois
$517K +$173K +1,750 +59%
LG
1302
LaFleur & Godfrey
Michigan
$516K -$14.8K -150 -3%
FOR
1303
Family Office Research
Maryland
$516K -$9.9K -100 -2%
AF
1304
Apollon Financial
South Carolina
$514K -$6.93K -70 -1%
GAG
1305
GM Advisory Group
New York
$514K – – –
HWM
1306
Horizon Wealth Management
Illinois
$513K +$2.38K +24 +0.5%
MCM
1307
Mengis Capital Management
Oregon
$513K -$5.05K -51 -1%
BTWM
1308
Baker Tilly Wealth Management
Wisconsin
$513K -$2.08K -21 -0.4%
SFP
1309
SwitchPoint Financial Planning
Utah
$513K – – –
SAM
1310
Summit Asset Management
Tennessee
$512K -$5.05K -51 -1%
AI
1311
Accredited Investors
Minnesota
$511K – – –
DWM
1312
Drive Wealth Management
Utah
$510K +$458K +4,632 New
CWP
1313
Curated Wealth Partners
California
$509K -$280K -2,830 -38%
WAM
1314
WNY Asset Management
New York
$506K – – –
UW
1315
Unique Wealth
Florida
$504K – – –
DWM
1316
Diversify Wealth Management
Utah
$503K -$1.98K -20 -0.5%
WA
1317
Wealthstar Advisors
Texas
$500K +$235K +2,376 +110%
JWM
1318
JFG Wealth Management
Colorado
$498K -$198 -2 -0%
BFA
1319
Beaumont Financial Advisors
Massachusetts
$497K +$5.74K +58 +1%
AAS
1320
Annex Advisory Services
Wisconsin
$495K -$22.3K -225 -5%
MAM
1321
MWA Asset Management
Massachusetts
$495K +$102K +1,030 +30%
WPA
1322
Wealth Preservation Advisors
Tennessee
$495K – – –
CCM
1323
Condor Capital Management
New Jersey
$494K – – –
TC
1324
Trilogy Capital
California
$493K -$8.71K -88 -2%
NWA
1325
New World Advisors
Massachusetts
$493K +$443K +4,474 New
51 52
53
54 55