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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
1451
Allium Financial Advisors
Oregon
$521K +$47.5K +360 +11%
SWGC
1452
Summit Wealth Group (Colorado)
Colorado
$520K -$3.04K -23 -0.6%
LCAM
1453
London & Capital Asset Management
United Kingdom
$520K +$499K +3,781 New
OCM
1454
One Capital Management
California
$520K – – –
DJSG
1455
D.J. St. Germain
Massachusetts
$519K +$107K +813 +27%
CAM
1456
Capital Asset Management
Colorado
$518K -$3.4M -25,737 -87%
S
1457
Sachetta
Massachusetts
$518K -$132 -1 -0%
ASG
1458
Advisory Solutions Group
Minnesota
$517K +$497K +3,762 New
NDSI
1459
Newman Dignan & Sheerar Inc
Rhode Island
$517K – – –
HAS
1460
Holland Advisory Services
Florida
$516K -$44.6K -338 -8%
VC
1461
Veery Capital
Delaware
$516K +$20.1K +152 +4%
CFC
1462
Coyle Financial Counsel
Illinois
$516K – – –
MMG
1463
Monetary Management Group
Missouri
$516K – – –
PFM
1464
Phillips Financial Management
Indiana
$514K – – –
WSA
1465
Warm Springs Advisors
California
$514K – – –
NF
1466
Napier Financial
Massachusetts
$514K +$6.6K +50 +1%
MWM
1467
Mascagni Wealth Management
Mississippi
$512K – – –
AAG
1468
Armstrong Advisory Group
Massachusetts
$510K – – –
SSW
1469
Stone Summit Wealth
Florida
$509K -$1.98K -15 -0.4%
KHCM
1470
Kirtland Hills Capital Management
Ohio
$507K +$39.6K +300 +9%
WPA
1471
Wealth Preservation Advisors
Tennessee
$507K +$381K +2,883 +358%
FAT
1472
First American Trust
California
$506K – – –
KA
1473
Klingman & Associates
New York
$505K – – –
PGF
1474
Plan Group Financial
Oklahoma
$504K -$92.2K -698 -16%
MFT
1475
Moisand Fitzgerald Tamayo
Florida
$501K -$1.72K -13 -0.4%
57 58
59
60 61