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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
BAMG
1326
Brand Asset Management Group
Missouri
$633K +$82.9K +677 +15%
PL
1327
Parthenon LLC
Kentucky
$633K – – –
PCI
1328
Planning Center Inc
Illinois
$633K – – –
PPP
1329
Prism Planning Partners
Illinois
$630K +$626K +5,113 New
SFG
1330
Sage Financial Group
Pennsylvania
$630K -$64.3K -525 -9%
PAM
1331
Palisade Asset Management
Minnesota
$629K -$73.4K -600 -11%
BWM
1332
Base Wealth Management
Florida
$629K -$110K -897 -15%
EW
1333
Enzi Wealth
Texas
$628K – – –
SWM
1334
Segment Wealth Management
Texas
$628K – – –
OAM
1335
Oppenheimer Asset Management
New York
$626K -$258K -2,108 -29%
FRA
1336
Front Row Advisors
California
$625K – – –
AWM
1337
Accurate Wealth Management
Florida
$625K -$12.5K -102 -2%
V
1338
VeraBank
Texas
$624K – – –
FM
1339
Family Management
New York
$623K – – –
OCM
1340
Objective Capital Management
Ohio
$623K +$41.1K +336 +7%
SWA
1341
SFMG Wealth Advisors
Texas
$621K +$26.9K +220 +5%
GPA
1342
Garrison Point Advisors
California
$621K +$96K +784 +18%
GWA
1343
Genesis Wealth Advisors
Massachusetts
$617K -$7.34K -60 -1%
G
1344
GenTrust
Florida
$616K – – –
IA
1345
Inspire Advisors
Idaho
$615K +$113K +925 +23%
4WM
1346
49 Wealth Management
Texas
$615K +$13.1K +107 +2%
IA
1347
IFC Advisors
California
$613K -$53.7K -439 -8%
SF
1348
Seros Financial
Arizona
$611K +$122 +1 +0%
CFMC
1349
Curbstone Financial Management Corp
New Hampshire
$610K +$64.9K +530 +12%
SI
1350
Stirlingshire Investments
New York
$608K +$603K +4,930 New
52 53
54
55 56