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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
SWMP
301
Signature Wealth Management Partners
New Jersey
$8.05M -$81.1K -1,010 -1%
CCM
302
Coldstream Capital Management
Washington
$8.05M +$363K +4,516 +5%
PWM
303
Perigon Wealth Management
California
$8.05M +$5.07M +63,070 +195%
BFG
304
Bleakley Financial Group
New Jersey
$8.02M +$288K +3,580 +4%
AWM
305
Apollon Wealth Management
South Carolina
$8.01M +$599K +7,455 +9%
BAM
306
Belpointe Asset Management
Nevada
$8M +$3.53M +43,997 +87%
FP
307
Financial Perspectives
Minnesota
$7.94M +$250K +3,114 +3%
NP
308
NorthRock Partners
Minnesota
$7.87M +$925K +11,517 +14%
GWM
309
Geneos Wealth Management
Colorado
$7.87M +$16.3K +203 +0.2%
CG
310
Cutler Group
California
$7.85M +$7.47M +93,001 New
IA
311
IFP Advisors
Florida
$7.85M -$17.2M -213,833 -70%
KWM
312
KFG Wealth Management
Indiana
$7.83M -$325K -4,041 -4%
AC
313
Avestar Capital
New York
$7.71M +$7.33M +91,253 New
DADC
314
D.A. Davidson & Co
Montana
$7.63M -$276K -3,437 -4%
SIAS
315
Summit Investment Advisory Services
Minnesota
$7.48M -$208K -2,586 -3%
RWS
316
Resolute Wealth Strategies
Mississippi
$7.45M -$2.99M -37,202 -30%
RFA
317
Rollins Financial Advisors
New York
$7.38M -$1.05M -13,104 -13%
HSWS
318
Higgins & Schmidt Wealth Strategies
Colorado
$7.36M -$102K -1,270 -1%
EFG
319
Ethos Financial Group
Pennsylvania
$7.35M +$16.2K +202 +0.2%
ABC
320
Associated Banc-Corp
Wisconsin
$7.35M +$168K +2,090 +2%
SL
321
Sentinus LLC
Illinois
$7.29M +$6.93M +86,308 New
EPA
322
Element Pointe Advisors
Florida
$7.24M – – –
TFG
323
Tilson Financial Group
New Jersey
$7.12M -$156K -1,946 -2%
WSFS
324
Wilmington Savings Fund Society
Delaware
$7.06M +$6.72M +83,642 New
MFG
325
Midwest Financial Group
Kansas
$7.05M +$2.52M +31,339 +60%
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