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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
BHPW
1351
Beverly Hills Private Wealth
California
$463K -$44.5K -450 -10%
ERIC
1352
Eagle Rock Investment Company
Georgia
$462K -$2.87K -29 -0.7%
RMP
1353
Richards, Merrill & Peterson
Washington
$462K – – –
LSPW
1354
Lake Street Private Wealth
Illinois
$460K -$2.57K -26 -0.6%
TA
1355
TrueWealth Advisors
Alabama
$460K +$33.6K +339 +9%
CKAIS
1356
Christensen King & Associates Investment Services
Washington
$459K +$99 +1 +0%
NOI
1357
Newton One Investments
Delaware
$455K – – –
JSA
1358
Jim Saulnier & Associates
Colorado
$450K +$1.58K +16 +0.4%
HAS
1359
Holland Advisory Services
Florida
$449K +$396 +4 +0.1%
FA
1360
Fermata Advisors
California
$448K -$896K -9,053 -69%
KFG
1361
Kelly Financial Group
Connecticut
$446K +$2.18K +22 +0.5%
PVI
1362
Pine Valley Investments
New Jersey
$445K +$5.25K +53 +1%
ACP
1363
Aviance Capital Partners
Florida
$444K – – –
FFG
1364
Floyd Financial Group
Missouri
$442K – – –
KHC
1365
Koesten Hirschmann & Crabtree
Kansas
$441K – – –
IAA
1366
Independent Advisor Alliance
North Carolina
$440K +$396K +3,999 New
NFA
1367
Northwest Financial Advisors
Virginia
$437K +$1.09K +11 +0.3%
VBFG
1368
Vishria Bird Financial Group
Tennessee
$436K – – –
NHC
1369
Nicholas Hoffman & Company
Georgia
$436K +$297 +3 +0.1%
SAM
1370
Secure Asset Management
Michigan
$436K -$9.5K -96 -2%
LFG
1371
Larson Financial Group
Missouri
$435K +$3.37K +34 +0.9%
SFC
1372
Strategic Financial Concepts
Texas
$434K -$72K -727 -16%
WCA
1373
Westover Capital Advisors
Delaware
$432K – – –
LHC
1374
Little House Capital
Massachusetts
$431K – – –
RMAM
1375
Raab & Moskowitz Asset Management
New Jersey
$430K – – –
53 54
55
56 57