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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
1851
Hobart Private Capital
North Carolina
$218K +$216K +1,768 New
KFC
1852
Klingenstein Fields & Co
New York
$218K – – –
PAM
1853
Pacific Asset Management
Washington
$217K +$122 +1 +0.1%
BWM
1854
Braeburn Wealth Management
Michigan
$217K +$215K +1,757 New
BIG
1855
Builder Investment Group
Georgia
$216K -$21.4K -175 -9%
SHGA
1856
Sand Hill Global Advisors
California
$216K – – –
LI
1857
LifeWealth Investments
Florida
$214K -$612 -5 -0.3%
SPWM
1858
Straight Path Wealth Management
Michigan
$214K – – –
SAS
1859
SMI Advisory Services
Indiana
$214K – – –
PWM
1860
Prosperity Wealth Management
California
$213K – – –
TPWM
1861
Twelve Points Wealth Management
Massachusetts
$213K -$32.3K -264 -13%
WFL
1862
Wealth Forward LLC
North Dakota
$212K – – –
ZIM
1863
Zacks Investment Management
Illinois
$212K +$122 +1 +0.1%
CFA
1864
Capstone Financial Advisors
Illinois
$212K -$4.9K -40 -2%
LW
1865
Linscomb Wealth
Texas
$211K – – –
MA
1866
Maxele Advisors
Missouri
$211K – – –
HWM
1867
HRC Wealth Management
Idaho
$211K – – –
AGA
1868
Arkos Global Advisors
Texas
$211K -$33.2K -271 -14%
GHA
1869
GW Henssler & Associates
Georgia
$211K -$17.9K -146 -8%
IWM
1870
Inlight Wealth Management
Georgia
$211K – – –
AWA
1871
Argo Wealth Advisory
Virginia
$211K +$209K +1,709 New
SWA
1872
Strata Wealth Advisors
Texas
$210K -$367 -3 -0.2%
TC
1873
Tannin Capital
North Carolina
$210K +$208K +1,701 New
HPIA
1874
Hamilton Point Investment Advisors
North Carolina
$209K +$208K +1,698 New
TCMP
1875
Thrive Capital Management (Pennsylvania)
Pennsylvania
$207K +$206K +1,682 New
73 74
75
76 77