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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1501
FSR Wealth Management
Illinois
$365K -$8.51K -74 -2%
SMC
1502
Smith, Moore & Co
Missouri
$365K +$9.78K +85 +3%
FAT
1503
First American Trust
California
$365K – – –
AA
1504
Advisory Alpha
Michigan
$363K +$38.9K +338 +13%
SC
1505
Steph & Co
Wisconsin
$363K – – –
JCM
1506
Jag Capital Management
Missouri
$362K +$52.2K +454 +18%
1W
1507
1776 Wealth
Georgia
$362K – – –
MKC
1508
M. Kraus & Co
Vermont
$362K – – –
OFS
1509
Oldfather Financial Services
Nebraska
$362K +$92.7K +806 +37%
NL
1510
Navalign LLC
California
$359K -$10.4K -90 -3%
PRP
1511
Peak Retirement Planning
Ohio
$359K +$342K +2,971 New
GWMIA
1512
Global Wealth Management Investment Advisory
Florida
$358K +$39.7K +345 +13%
APA
1513
Astoria Portfolio Advisors
New York
$358K +$337K +2,934 New
HW
1514
HORAN Wealth
Ohio
$358K +$341K +2,965 New
DIM
1515
Delta Investment Management
California
$357K +$345 +3 +0.1%
OC
1516
Oarsman Capital
Wisconsin
$352K -$8.05K -70 -2%
RCG
1517
Regatta Capital Group
California
$351K – – –
VC
1518
Veery Capital
Delaware
$351K -$35.9K -312 -10%
1WA
1519
180 Wealth Advisors
Washington
$350K -$345 -3 -0.1%
GFPC
1520
Global Financial Private Client
Florida
$350K -$75.7K -658 -19%
OBWG
1521
Onyx Bridge Wealth Group
New York
$348K +$5.41K +47 +2%
VBFP
1522
Valtinson Bruner Financial Planning
Minnesota
$348K +$17.7K +154 +6%
SPIA
1523
Strategic Point Investment Advisors
Rhode Island
$348K – – –
TCTWM
1524
Three Cord True Wealth Management
Pennsylvania
$346K -$4.03K -35 -1%
SFC
1525
SYM Financial Corp
Indiana
$344K -$120K -1,047 -27%
59 60
61
62 63