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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
326
SteelPeak Wealth
California
$4.59M +$4.74M +66,927 New
TNBTD
327
Trustmark National Bank Trust Department
Mississippi
$4.56M -$2.9M -41,000 -38%
TFA
328
Tobias Financial Advisors
Florida
$4.53M +$132K +1,864 +3%
CWM
329
Cranbrook Wealth Management
Michigan
$4.5M -$115K -1,622 -2%
I
330
INVST
Indiana
$4.46M +$4.39M +61,968 +1,906%
NFG
331
Nations Financial Group
Iowa
$4.45M -$1.16M -16,361 -20%
CI
332
Conning Inc
Connecticut
$4.44M +$216K +3,055 +5%
AWP
333
Ascent Wealth Partners
New York
$4.43M -$139K -1,960 -3%
GT
334
Glenmede Trust
Pennsylvania
$4.42M -$297K -4,195 -6%
WA
335
Win Advisors
Florida
$4.38M +$4.53M +64,012 New
OWA
336
One Wealth Advisors
California
$4.37M +$3.41M +48,165 +307%
EE
337
EWG Elevate
California
$4.32M -$1.17M -16,559 -21%
GCM
338
Gallacher Capital Management
Colorado
$4.31M -$7.78K -110 -0.2%
BWS
339
Buck Wealth Strategies
Colorado
$4.3M +$4.45M +62,875 New
GF
340
Gries Financial
Ohio
$4.28M +$4.43M +62,609 New
FNBT
341
FineMark National Bank & Trust
Florida
$4.26M +$24.1K +341 +0.6%
PWA
342
Peterson Wealth Advisors
Utah
$4.24M +$3.75K +53 +0.1%
PIMG
343
Patriot Investment Management Group
Tennessee
$4.22M -$1.7K -24 -0%
CRC
344
Curi RMB Capital
Illinois
$4.19M +$95.9K +1,355 +2%
SEIA
345
Signature Estate & Investment Advisors
California
$4.19M -$379K -5,352 -8%
HWA
346
Heritage Wealth Advisors
Virginia
$4.12M -$17.1K -242 -0.4%
LWM
347
Liberty Wealth Management
California
$4.11M +$3.77M +53,219 +769%
RWRC
348
R.W. Roge & Company
New York
$4.11M +$93.1K +1,316 +2%
PPC
349
Park Place Capital
Alabama
$4.09M -$29.4K -415 -0.7%
DIM
350
Delta Investment Management
California
$4.06M -$9.18M -129,780 -69%
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