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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
IPAM
1651
Investment Partners Asset Management
New Jersey
$291K – – –
CC
1652
Clearwave Capital
California
$291K +$241 +2 +0.1%
SA
1653
SAM Advisors
California
$290K – – –
FC
1654
Financial Council
Maryland
$290K +$308K +2,564 New
BCP
1655
Blue Chip Partners
Michigan
$289K -$71.8K -597 -19%
DTC
1656
Davidson Trust Company
Washington
$289K – – –
HG
1657
Harbor Group
New Hampshire
$289K +$2.04K +17 +0.7%
SA
1658
Stewardship Advisors
Pennsylvania
$289K +$70.6K +587 +30%
HWMG
1659
Hurlow Wealth Management Group
Indiana
$289K – – –
WF
1660
WoodTrust Financial
Wisconsin
$288K – – –
FFA
1661
Founders Financial Alliance
North Carolina
$287K +$20.6K +171 +7%
OFS
1662
OneAscent Financial Services
Alabama
$285K +$36.2K +301 +14%
EFA
1663
Evernest Financial Advisors
Indiana
$285K – – –
MPI
1664
Mairs & Power Inc
Minnesota
$284K – – –
MW
1665
Marble Wealth
Alabama
$283K +$241 +2 +0.1%
AWM
1666
Avaii Wealth Management
Wisconsin
$283K +$9.74K +81 +3%
VPWA
1667
Vestia Personal Wealth Advisors
Indiana
$283K – – –
TPW
1668
Talon Private Wealth
Florida
$283K +$301K +2,499 New
DSC
1669
Duncker Streett & Co
Missouri
$282K +$120 +1 +0%
MIP
1670
Marietta Investment Partners
Wisconsin
$281K – – –
ZIG
1671
Zuckerman Investment Group
Illinois
$281K – – –
PCM
1672
Palouse Capital Management
Washington
$281K – – –
WIP
1673
WealthCare Investment Partners
Rhode Island
$280K +$241 +2 +0.1%
CASB
1674
Cape Ann Savings Bank
Massachusetts
$280K – – –
CWM
1675
ClientFirst Wealth Management
Arkansas
$280K – – –
65 66
67
68 69