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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
CRC
326
Curi RMB Capital
Illinois
$4.22M +$511K +7,730 +15%
PFA
327
Pinnacle Family Advisors
Missouri
$4.18M -$368K -5,568 -9%
SCA
328
St. Clair Advisors
Ohio
$4.16M +$397 +6 +0%
LWP
329
Laurel Wealth Planning
Minnesota
$4.15M +$80.3K +1,214 +2%
TNB
330
Thomasville National Bank
Georgia
$4.13M +$30.9K +467 +0.8%
EDRIA
331
Edmonds Duncan Registered Investment Advisors
Kansas
$4.06M +$1.98K +30 +0.1%
XF
332
XML Financial
Maryland
$4.06M -$44.6K -675 -1%
KPWS
333
Kestra Private Wealth Services
Texas
$4.05M +$233K +3,523 +7%
TFF
334
The Family Firm
Maryland
$4.02M +$7.21K +109 +0.2%
DBIA
335
Dumont & Blake Investment Advisors
New Jersey
$4M +$16.3K +246 +0.4%
FA
336
Flagstar Advisors
New York
$3.99M -$105K -1,586 -3%
BBWP
337
Beacon Bridge Wealth Partners
Pennsylvania
$3.95M +$183K +2,773 +5%
NCM
338
Narwhal Capital Management
Georgia
$3.95M – – –
NAM
339
NTV Asset Management
West Virginia
$3.94M -$177K -2,684 -5%
VWM
340
Valley Wealth Managers
New Jersey
$3.91M -$104K -1,579 -3%
IP
341
Investment Partners
Ohio
$3.9M +$66 +1 +0%
RJT
342
Raymond James Trust
Florida
$3.89M -$281K -4,258 -7%
BFS
343
Bard Financial Services
Connecticut
$3.88M – – –
SCM
344
Stordahl Capital Management
Colorado
$3.85M +$5.36K +81 +0.1%
SG
345
StoneX Group
New York
$3.84M +$620K +9,375 +21%
EWM
346
Evercore Wealth Management
New York
$3.84M -$4.96K -75 -0.1%
NFC
347
Northeast Financial Consultants
Connecticut
$3.82M -$35.9K -543 -1%
MCCA
348
Mill Creek Capital Advisors
Pennsylvania
$3.8M – – –
BSW
349
Buckingham Strategic Wealth
Missouri
$3.77M +$471K +7,130 +15%
IAG
350
Investment Advisory Group
Massachusetts
$3.77M +$40.2K +608 +1%
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