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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
OCWP
1701
Owl Creek Wealth Partners
Colorado
$323K -$14.7K -111 -5%
GWS
1702
Greykasell Wealth Strategies
California
$323K – – –
MFF
1703
Michels Family Financial
Texas
$322K +$264 +2 +0.1%
OC
1704
Optima Capital
Oregon
$322K – – –
OFS
1705
OneAscent Financial Services
Alabama
$322K -$24.6K -186 -7%
CMAI
1706
Capital Management Associates Inc
Minnesota
$321K +$264 +2 +0.1%
FA
1707
Fortis Advisors
Pennsylvania
$319K +$18.5K +140 +6%
CFG
1708
Compass Financial Group
Ohio
$318K -$106K -803 -26%
WA
1709
Walsh & Associates
Florida
$318K +$10.3K +78 +3%
AIS
1710
Accredited Investor Services
Minnesota
$317K – – –
BC
1711
Burney Company
Virginia
$317K -$54.3K -411 -15%
FFG
1712
Forum Finance Group
$316K -$117K -887 -24%
MC
1713
Mathes Company
New York
$316K – – –
CCA
1714
Clarity Capital Advisors
Florida
$316K – – –
EF
1715
Empowered Funds
Pennsylvania
$315K -$53.3K -404 -15%
VAMG
1716
Voisard Asset Management Group
Michigan
$315K – – –
LFA
1717
Longview Financial Advisors
Alabama
$315K +$264 +2 +0.1%
RCA
1718
Resonant Capital Advisors
Wisconsin
$313K – – –
CCM
1719
Crew Capital Management
Ohio
$311K – – –
CWM
1720
Chesapeake Wealth Management
Virginia
$311K -$10.7K -81 -3%
JFGLC
1721
Johnson Financial Group LLC (Colorado)
Colorado
$309K -$256K -1,941 -46%
NIM
1722
Nicollet Investment Management
Minnesota
$308K -$11.1K -84 -4%
APA
1723
Astoria Portfolio Advisors
New York
$308K +$296K +2,239 New
EA
1724
Everpar Advisors
Oklahoma
$307K -$12.4K -94 -4%
SWG
1725
Summit Wealth Group
Vermont
$306K – – –
67 68
69
70 71