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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
TRIA
1401
Trail Ridge Investment Advisors
Colorado
$388K +$8.68K +87 +2%
FI
1402
Financial Insights
Washington
$388K -$33.1K -332 -8%
HA
1403
HFG Advisors
Ohio
$387K – – –
SAM
1404
Secure Asset Management
Michigan
$387K – – –
WTC
1405
WhitTier Trust Company
Nevada
$386K – – –
UF
1406
Univest Financial
Pennsylvania
$385K -$5.29K -53 -1%
CICC
1407
Capital Investment Counsel (Colorado)
Colorado
$381K -$206K -2,063 -35%
MMG
1408
Monetary Management Group
Missouri
$381K – – –
IA
1409
IFC Advisors
California
$380K +$373K +3,738 New
WSA
1410
Warm Springs Advisors
California
$379K +$373K +3,736 New
CFAM
1411
Center For Asset Management
Florida
$378K +$100 +1 +0%
BCP
1412
Blue Chip Partners
Michigan
$378K +$299 +3 +0.1%
EIG
1413
Ellenbecker Investment Group
Wisconsin
$377K +$93.9K +941 +34%
WMA
1414
William Mack & Associates
Michigan
$375K +$368K +3,690 New
BOSSRA
1415
B.O.S.S. Retirement Advisors
Utah
$373K +$366K +3,671 New
FCM
1416
Fortis Capital Management
Washington
$372K -$16.6K -166 -4%
NL
1417
Navalign LLC
California
$372K +$17.4K +174 +5%
GEA
1418
Glen Eagle Advisors
New Jersey
$368K +$998 +10 +0.3%
FPCP
1419
Fort Point Capital Partners
California
$368K – – –
1WA
1420
180 Wealth Advisors
Washington
$367K -$17.1K -171 -5%
AFP
1421
Ausdal Financial Partners
Iowa
$367K +$5.79K +58 +2%
TCTWM
1422
Three Cord True Wealth Management
Pennsylvania
$366K +$360K +3,609 New
RFN
1423
RDA Financial Network
Iowa
$366K -$434K -4,355 -55%
EI
1424
Ellevest Inc
New York
$365K – – –
BMM
1425
Berkshire Money Management
Massachusetts
$364K +$358K +3,586 New
55 56
57
58 59