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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
1301
Objective Capital Management
Ohio
$569K – – –
SCM
1302
Seascape Capital Management
New Hampshire
$569K – – –
WWM
1303
WT Wealth Management
Arizona
$568K – – –
CCA
1304
Childress Capital Advisors
Texas
$568K – – –
OCFG
1305
O'Connor Financial Group
Illinois
$567K -$3.22K -28 -0.6%
MAM
1306
MWA Asset Management
Massachusetts
$566K +$22.2K +193 +4%
WAM
1307
WNY Asset Management
New York
$565K +$9.32K +81 +2%
IWS
1308
Insight Wealth Strategies
California
$565K -$18.6K -162 -3%
GAG
1309
GM Advisory Group
New York
$564K – – –
CPC
1310
Consolidated Planning Corp
Georgia
$563K +$240K +2,090 +81%
HWM
1311
Horizon Wealth Management
Illinois
$563K +$115 +1 +0%
MCM
1312
Mengis Capital Management
Oregon
$562K +$115 +1 +0%
SFP
1313
SwitchPoint Financial Planning
Utah
$562K – – –
SAM
1314
Summit Asset Management
Tennessee
$561K – – –
FTWA
1315
Fifth Third Wealth Advisors
Ohio
$561K +$113K +980 +27%
AI
1316
Accredited Investors
Minnesota
$560K – – –
LG
1317
LaFleur & Godfrey
Michigan
$558K -$7.48K -65 -1%
CWP
1318
Curated Wealth Partners
California
$558K – – –
FOR
1319
Family Office Research
Maryland
$557K -$7.94K -69 -1%
CSF
1320
Capital Squared Financial
Maryland
$556K +$19.4K +169 +4%
GT
1321
GreatBanc Trust
Illinois
$555K +$529K +4,600 New
OCM
1322
One Capital Management
California
$555K -$45.4K -395 -8%
UW
1323
Unique Wealth
Florida
$553K – – –
CWA
1324
Canvas Wealth Advisors
Kansas
$552K +$4.14K +36 +0.8%
JWM
1325
JFG Wealth Management
Colorado
$546K – – –
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