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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
EPW
1501
Evolve Private Wealth
California
$478K +$198K +1,498 +76%
SRWM
1502
Shira Ridge Wealth Management
California
$478K +$32.1K +243 +8%
QC
1503
Quent Capital
New York
$477K +$95.9K +726 +26%
NOI
1504
Newton One Investments
Delaware
$477K -$30.6K -232 -6%
HIS
1505
Harvest Investment Services
Illinois
$475K -$1.78M -13,466 -80%
EIP
1506
Essential Investment Partners
Colorado
$474K – – –
SFA
1507
Salus Financial Advisors
Colorado
$473K – – –
PRP
1508
Peak Retirement Planning
Ohio
$473K +$5.02K +38 +1%
LCGC
1509
Legacy Capital Group California
California
$472K -$426K -3,223 -48%
NS
1510
NBC Securities
Alabama
$471K +$3.3K +25 +0.7%
PIM
1511
Pullen Investment Management
Florida
$471K – – –
WPP
1512
Whalerock Point Partners
Rhode Island
$471K – – –
SFWA
1513
Summit Financial Wealth Advisors
Louisiana
$471K – – –
ISL
1514
Ingalls & Snyder LLC
New York
$469K – – –
IWS
1515
Integrity Wealth Solutions
Colorado
$468K +$7.92K +60 +2%
CWA
1516
Crux Wealth Advisors
California
$468K -$9.77K -74 -2%
PGA
1517
Portland Global Advisors
Maine
$467K – – –
MCIA
1518
Mountain Capital Investment Advisors
Colorado
$467K +$4.36K +33 +1%
PFA
1519
Petra Financial Advisors
Colorado
$465K – – –
MWAM
1520
Manhattan West Asset Management
California
$465K -$449K -3,402 -50%
CFM
1521
Compass Financial Management
Florida
$465K +$436K +3,301 New
SMC
1522
Smith, Moore & Co
Missouri
$465K +$70.8K +536 +19%
TC
1523
Town Capital
Maryland
$465K -$382K -2,891 -46%
FW
1524
Fairway Wealth
Ohio
$458K -$157K -1,192 -26%
HH
1525
Hilltop Holdings
Texas
$458K -$72.6K -550 -14%
59 60
61
62 63