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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
GFWA
1876
Grey Fox Wealth Advisors
Delaware
$207K -$54.1K -442 -21%
WFP
1877
Wrenne Financial Planning
Kentucky
$206K – – –
RFN
1878
RDA Financial Network
Iowa
$206K +$204K +1,670 New
M
1879
MATAURO
New York
$206K +$245 +2 +0.1%
BHWM
1880
Beaird Harris Wealth Management
Texas
$205K – – –
OWM
1881
OneAscent Wealth Management
Alabama
$205K +$203K +1,662 New
BIAS
1882
Beacon Investment Advisory Services
New Jersey
$204K -$38.4K -314 -16%
PCM
1883
Pointe Capital Management
Michigan
$204K +$203K +1,656 New
ADL
1884
Asset Dedication LLC
California
$203K – – –
BFG
1885
Buttonwood Financial Group
Missouri
$202K -$85.7K -700 -30%
SG
1886
Sankala Group
Colorado
$202K +$207K +1,691 New
UB
1887
Umpqua Bank
Oregon
$202K +$201K +1,639 New
NWM
1888
Nova Wealth Management
Florida
$201K -$11.3K -92 -5%
TI
1889
Trexquant Investment
Connecticut
$201K -$32.3K -264 -14%
AWP
1890
Abacus Wealth Partners
California
$201K +$199K +1,628 New
WMP
1891
Wealth Management Partners
Arizona
$201K +$199K +1,627 New
HI
1892
Hendershot Investments
Virginia
$200K +$199K +1,626 New
GWM
1893
Greenhouse Wealth Management
Connecticut
$200K +$199K +1,626 New
CFS
1894
Coordinated Financial Services
Colorado
$200K +$199K +1,624 New
APW
1895
Atlantic Private Wealth
North Carolina
$196K +$245 +2 +0.1%
BW
1896
Basepoint Wealth
Iowa
$195K +$193K +1,580 New
AA
1897
Addison Advisors
Vermont
$189K – – –
FPB
1898
First PREMIER Bank
South Dakota
$189K – – –
BCM
1899
Basso Capital Management
Connecticut
$188K +$162K +1,321 +657%
SHFC
1900
Safe Harbor Family Capital
North Carolina
$179K +$178K +1,454 New
74 75
76
77 78