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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
HCWM
1451
Hidden Cove Wealth Management
Washington
$530K – – –
TVPW
1452
Third View Private Wealth
Connecticut
$529K +$508K +3,844 New
GWS
1453
Glassman Wealth Services
Virginia
$529K +$26.4K +200 +5%
PWMA
1454
Pension & Wealth Management Advisors
Massachusetts
$528K +$207K +1,564 +69%
SC
1455
Shearwater Capital
Colorado
$527K – – –
AFA
1456
AA Financial Advisors
Ohio
$526K +$14.5K +110 +3%
OC
1457
Oarsman Capital
Wisconsin
$522K -$2.64K -20 -0.5%
AFA
1458
Allium Financial Advisors
Oregon
$521K +$47.5K +360 +11%
SWGC
1459
Summit Wealth Group (Colorado)
Colorado
$520K -$3.04K -23 -0.6%
LCAM
1460
London & Capital Asset Management
United Kingdom
$520K +$499K +3,781 New
OCM
1461
One Capital Management
California
$520K – – –
DJSG
1462
D.J. St. Germain
Massachusetts
$519K +$107K +813 +27%
CAM
1463
Capital Asset Management
Colorado
$518K -$3.4M -25,737 -87%
S
1464
Sachetta
Massachusetts
$518K -$132 -1 -0%
ASG
1465
Advisory Solutions Group
Minnesota
$517K +$497K +3,762 New
NDSI
1466
Newman Dignan & Sheerar Inc
Rhode Island
$517K – – –
HAS
1467
Holland Advisory Services
Florida
$516K -$44.6K -338 -8%
VC
1468
Veery Capital
Delaware
$516K +$20.1K +152 +4%
CFC
1469
Coyle Financial Counsel
Illinois
$516K – – –
MMG
1470
Monetary Management Group
Missouri
$516K – – –
PFM
1471
Phillips Financial Management
Indiana
$514K – – –
WSA
1472
Warm Springs Advisors
California
$514K – – –
NF
1473
Napier Financial
Massachusetts
$514K +$6.6K +50 +1%
MWM
1474
Mascagni Wealth Management
Mississippi
$512K – – –
AAG
1475
Armstrong Advisory Group
Massachusetts
$510K – – –
57 58
59
60 61