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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
326
WealthShield Partners
North Carolina
$4.23M +$817K +12,359 +26%
CRC
327
Curi RMB Capital
Illinois
$4.22M +$511K +7,730 +15%
PFA
328
Pinnacle Family Advisors
Missouri
$4.18M -$368K -5,568 -9%
SCA
329
St. Clair Advisors
Ohio
$4.16M +$397 +6 +0%
LWP
330
Laurel Wealth Planning
Minnesota
$4.15M +$80.3K +1,214 +2%
TNB
331
Thomasville National Bank
Georgia
$4.13M +$30.9K +467 +0.8%
EDRIA
332
Edmonds Duncan Registered Investment Advisors
Kansas
$4.06M +$1.98K +30 +0.1%
XF
333
XML Financial
Maryland
$4.06M -$44.6K -675 -1%
KPWS
334
Kestra Private Wealth Services
Texas
$4.05M +$233K +3,523 +7%
TFF
335
The Family Firm
Maryland
$4.02M +$7.21K +109 +0.2%
DBIA
336
Dumont & Blake Investment Advisors
New Jersey
$4M +$16.3K +246 +0.4%
FA
337
Flagstar Advisors
New York
$3.99M -$105K -1,586 -3%
BBWP
338
Beacon Bridge Wealth Partners
Pennsylvania
$3.95M +$183K +2,773 +5%
NCM
339
Narwhal Capital Management
Georgia
$3.95M – – –
NAM
340
NTV Asset Management
West Virginia
$3.94M -$177K -2,684 -5%
VWM
341
Valley Wealth Managers
New Jersey
$3.91M -$104K -1,579 -3%
IP
342
Investment Partners
Ohio
$3.9M +$66 +1 +0%
RJT
343
Raymond James Trust
Florida
$3.89M -$281K -4,258 -7%
BFS
344
Bard Financial Services
Connecticut
$3.88M – – –
SCM
345
Stordahl Capital Management
Colorado
$3.85M +$5.36K +81 +0.1%
SG
346
StoneX Group
New York
$3.84M +$620K +9,375 +21%
EWM
347
Evercore Wealth Management
New York
$3.84M -$4.96K -75 -0.1%
NFC
348
Northeast Financial Consultants
Connecticut
$3.82M -$35.9K -543 -1%
MCCA
349
Mill Creek Capital Advisors
Pennsylvania
$3.8M – – –
BSW
350
Buckingham Strategic Wealth
Missouri
$3.77M +$471K +7,130 +15%
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