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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1501
Advisory Alpha
Michigan
$363K +$38.9K +338 +13%
SC
1502
Steph & Co
Wisconsin
$363K – – –
JCM
1503
Jag Capital Management
Missouri
$362K +$52.2K +454 +18%
1W
1504
1776 Wealth
Georgia
$362K – – –
MKC
1505
M. Kraus & Co
Vermont
$362K – – –
OFS
1506
Oldfather Financial Services
Nebraska
$362K +$92.7K +806 +37%
NL
1507
Navalign LLC
California
$359K -$10.4K -90 -3%
PRP
1508
Peak Retirement Planning
Ohio
$359K +$342K +2,971 New
GWMIA
1509
Global Wealth Management Investment Advisory
Florida
$358K +$39.7K +345 +13%
APA
1510
Astoria Portfolio Advisors
New York
$358K +$337K +2,934 New
HW
1511
HORAN Wealth
Ohio
$358K +$341K +2,965 New
DIM
1512
Delta Investment Management
California
$357K +$345 +3 +0.1%
OC
1513
Oarsman Capital
Wisconsin
$352K -$8.05K -70 -2%
RCG
1514
Regatta Capital Group
California
$351K – – –
VC
1515
Veery Capital
Delaware
$351K -$35.9K -312 -10%
1WA
1516
180 Wealth Advisors
Washington
$350K -$345 -3 -0.1%
GFPC
1517
Global Financial Private Client
Florida
$350K -$75.7K -658 -19%
OBWG
1518
Onyx Bridge Wealth Group
New York
$348K +$5.41K +47 +2%
VBFP
1519
Valtinson Bruner Financial Planning
Minnesota
$348K +$17.7K +154 +6%
SPIA
1520
Strategic Point Investment Advisors
Rhode Island
$348K – – –
TCTWM
1521
Three Cord True Wealth Management
Pennsylvania
$346K -$4.03K -35 -1%
SFC
1522
SYM Financial Corp
Indiana
$344K -$120K -1,047 -27%
CG
1523
Cynosure Group
Utah
$343K – – –
NC
1524
NewSquare Capital
Pennsylvania
$343K – – –
SWM
1525
Sagace Wealth Management
Florida
$343K -$18.1K -157 -5%
59 60
61
62 63