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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1801
Avondale Wealth Management
Texas
$46.7K +$2.59K +26 +6%
PIS
1802
POM Investment Strategies
North Carolina
$46.4K +$30.1K +302 +195%
CMBA
1803
C.M. Bidwell & Associates
Hawaii
$45.9K – – –
OHWP
1804
Oak Harbor Wealth Partners
North Carolina
$45.2K – – –
PP
1805
PrairieView Partners
Minnesota
$45K – – –
NAAA
1806
New Age Alpha Advisors
New York
$42.2K +$41.5K +416 New
BAM
1807
Bellevue Asset Management
Washington
$41.5K +$40.8K +409 New
AP
1808
Atwood & Palmer
Missouri
$40.2K -$4.59K -46 -10%
HFS
1809
Hantz Financial Services
Michigan
$40K +$38.9K +390 New
CFS
1810
Compass Financial Services
Iowa
$39.6K +$38.9K +390 New
FCG
1811
Financial Connections Group
California
$38K – – –
BTD
1812
BankPlus Trust Department
Mississippi
$36K +$35.4K +355 New
HWM
1813
HighMark Wealth Management
Minnesota
$35.8K +$1.6K +16 +5%
WT
1814
Washington Trust
Rhode Island
$34.8K -$599 -6 -2%
OAJ
1815
Ogorek Anthony Joseph
New York
$33K – – –
SAM
1816
Smartleaf Asset Management
Massachusetts
$32.9K -$31.3K -314 -49%
GA
1817
GoalVest Advisory
New York
$31.3K -$23.9K -240 -44%
CWM
1818
Copia Wealth Management
Oregon
$30.5K +$29.9K +300 New
EPIME
1819
Evelyn Partners Investment Management (Europe)
$28.9K +$28.4K +285 New
CAM
1820
Chesapeake Asset Management
New York
$28K -$13.4K -134 -33%
MHIP
1821
Mountain Hill Investment Partners
New Jersey
$27.7K +$27.2K +273 New
DF
1822
DecisionPoint Financial
Arizona
$26.9K – – –
FCMT
1823
Founders Capital Management (Texas)
Texas
$25.4K – – –
CWM
1824
Crowley Wealth Management
Delaware
$24.4K +$23.9K +240 New
DJSG
1825
D.J. St. Germain
Massachusetts
$24.1K +$11.1K +111 +88%
71 72
73
74 75