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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
276
Atria Investments
North Carolina
$2.88M +$848K +18,744 +41%
CRC
277
Curi RMB Capital
Illinois
$2.86M +$32.4K +716 +1%
DBIA
278
Dumont & Blake Investment Advisors
New Jersey
$2.86M -$474K -10,480 -14%
MHS
279
M Holdings Securities
Oregon
$2.85M -$240K -5,316 -8%
PFM
280
Parsec Financial Management
North Carolina
$2.85M +$2.19M +48,504 +330%
DIM
281
Delta Investment Management
California
$2.84M +$311K +6,884 +12%
PWAP
282
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.81M -$208K -4,592 -7%
AMG
283
Asset Management Group
Connecticut
$2.75M +$3.08K +68 +0.1%
RJT
284
Raymond James Trust
Florida
$2.74M -$401K -8,872 -13%
AIP
285
Ahrens Investment Partners
Louisiana
$2.73M -$622K -13,756 -18%
SF
286
Synovus Financial
Georgia
$2.73M -$187K -4,140 -6%
BAM
287
Belpointe Asset Management
Nevada
$2.72M +$69.3K +1,532 +3%
TWP
288
Total Wealth Planning
Ohio
$2.69M -$5.07K -112 -0.2%
TFF
289
The Family Firm
Maryland
$2.67M -$29.7K -656 -1%
CWAG
290
Compton Wealth Advisory Group
Virginia
$2.67M -$95.4K -2,108 -3%
WP
291
WMS Partners
Maryland
$2.66M -$51.9K -1,148 -2%
CBU
292
CIBC Bank USA
Illinois
$2.61M -$9.95K -220 -0.4%
SS
293
Simplicity Solutions
Minnesota
$2.51M -$4.86M -107,464 -66%
WWM
294
Windsor Wealth Management
Indiana
$2.5M -$40.2K -888 -2%
DK
295
Darrell & King
Virginia
$2.5M -$30.4K -672 -1%
SWP
296
Stratos Wealth Partners
Ohio
$2.5M +$29.5K +652 +1%
UBG
297
United Bank (Georgia)
Georgia
$2.49M -$33.3K -736 -1%
OWA
298
Outlook Wealth Advisors
Texas
$2.47M +$2.11M +46,692 +564%
WAM
299
Wealthspire Advisors (Maryland)
Maryland
$2.46M -$179K -3,960 -7%
CAC
300
Certified Advisory Corp
Florida
$2.44M +$13.4K +296 +0.5%
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