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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1351
Core Wealth Management
Florida
$262K – – –
GI
1352
GAMMA Investing
California
$261K – – –
FIM
1353
Freedom Investment Management
Connecticut
$259K +$246K +3,066 New
SW
1354
SkyOak Wealth
Michigan
$259K – – –
MI
1355
Motiv8 Investments
Florida
$256K – – –
FAT
1356
First American Trust
California
$255K – – –
OBWG
1357
Onyx Bridge Wealth Group
New York
$255K – – –
RCG
1358
Regatta Capital Group
California
$255K – – –
DWP
1359
Destiny Wealth Partners
Florida
$254K +$242K +3,010 New
SC
1360
Steph & Co
Wisconsin
$254K – – –
PSA
1361
Plum Street Advisors
Louisiana
$254K +$213K +2,651 New
1W
1362
1776 Wealth
Georgia
$253K – – –
NC
1363
NewSquare Capital
Pennsylvania
$253K +$228K +2,843 +1,822%
1WA
1364
180 Wealth Advisors
Washington
$252K +$240K +2,987 New
DIM
1365
Delta Investment Management
California
$252K -$4.45M -55,397 -95%
AAG
1366
Armstrong Advisory Group
Massachusetts
$252K – – –
EP
1367
Eudaimonia Partners
Tennessee
$252K +$6.99K +87 +3%
LMKC
1368
L.M. Kohn & Company
Ohio
$249K +$237K +2,952 New
QC
1369
Quent Capital
New York
$249K – – –
BA
1370
Bluesphere Advisors
Pennsylvania
$249K +$80 +1 +0%
TAM
1371
TCP Asset Management
Ohio
$249K +$236K +2,943 New
CCG
1372
Cypress Capital Group
Florida
$247K – – –
1WM
1373
1900 Wealth Management
Texas
$247K -$9.32K -116 -4%
BBNA
1374
Bremer Bank National Association
Minnesota
$244K -$42.3K -526 -15%
MCIA
1375
Mountain Capital Investment Advisors
Colorado
$244K +$233K +2,900 New
53 54
55
56 57