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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
RBFC
301
Roman Butler Fullerton & Co
Missouri
$2.98M -$143K -3,080 -5%
BAM
302
Belpointe Asset Management
Nevada
$2.98M +$43.9K +948 +2%
AMG
303
Asset Management Group
Connecticut
$2.97M +$14.3K +308 +0.5%
EWF
304
Epstein & White Financial
California
$2.94M -$8.43M -181,916 -75%
KOMWMG
305
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.93M +$2.81M +60,588 New
BRWA
306
B. Riley Wealth Advisors
Florida
$2.91M +$612K +13,212 +28%
OWA
307
Outlook Wealth Advisors
Texas
$2.91M +$236K +5,088 +9%
TFF
308
The Family Firm
Maryland
$2.9M +$19.7K +424 +0.7%
BFG
309
Barber Financial Group
Kansas
$2.9M +$641K +13,832 +30%
RJT
310
Raymond James Trust
Florida
$2.86M -$80.1K -1,728 -3%
SWP
311
Stratos Wealth Partners
Ohio
$2.86M +$160K +3,460 +6%
UBG
312
United Bank (Georgia)
Georgia
$2.84M +$155K +3,336 +6%
HFA
313
High Falls Advisors
New York
$2.84M -$290K -6,260 -10%
XF
314
XML Financial
Maryland
$2.84M +$2.72M +58,692 New
WP
315
WMS Partners
Maryland
$2.81M -$41K -884 -1%
CBU
316
CIBC Bank USA
Illinois
$2.81M – – –
PWAP
317
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.8M -$300K -6,464 -10%
TWP
318
Total Wealth Planning
Ohio
$2.8M -$92.7K -2,000 -3%
PFG
319
Pacific Financial Group
Washington
$2.77M -$4.44M -95,892 -63%
SF
320
Synovus Financial
Georgia
$2.7M -$219K -4,720 -8%
PFPT
321
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.7M +$392K +8,460 +18%
TA
322
Tiedemann Advisors
New York
$2.66M -$1.85M -39,924 -42%
CAC
323
Certified Advisory Corp
Florida
$2.65M +$16.5K +356 +0.7%
APWM
324
Atlas Private Wealth Management
New York
$2.64M +$2.53M +54,484 New
CWAG
325
Compton Wealth Advisory Group
Virginia
$2.62M -$242K -5,228 -9%
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