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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
HCA
376
Heck Capital Advisors
Wisconsin
$6.8M +$6.25M +72,487 +7,337%
BSW
377
Buckingham Strategic Wealth
Missouri
$6.71M -$284K -3,289 -4%
LSA
378
Lansing Street Advisors
Pennsylvania
$6.68M +$317K +3,672 +5%
FAM
379
Frontier Asset Management
Wyoming
$6.58M -$14K -162 -0.2%
FNBT
380
FineMark National Bank & Trust
Florida
$6.58M +$283K +3,279 +5%
MYIA
381
Mount Yale Investment Advisors
Colorado
$6.49M +$1.91M +22,131 +46%
WFAG
382
Wescott Financial Advisory Group
Pennsylvania
$6.44M +$1.01M +11,691 +20%
EIP
383
Ellis Investment Partners
Pennsylvania
$6.43M +$42.6K +494 +0.7%
CWM
384
Cahaba Wealth Management
Georgia
$6.41M -$21.4K -248 -0.4%
DL
385
DOHJ LLC
Washington
$6.37M +$440K +5,109 +8%
DAS
386
Diversify Advisory Services
Utah
$6.37M +$5.1M +59,120 +825%
AG
387
AlTi Global
New York
$6.34M -$417K -4,838 -7%
AWP
388
Ascent Wealth Partners
New York
$6.29M +$101K +1,169 +2%
SVWG
389
Shared Vision Wealth Group
United States
$6.26M +$2.36M +27,330 +68%
TNBTD
390
Trustmark National Bank Trust Department
Mississippi
$6.17M – – –
AI
391
Arvest Investments
Arkansas
$6.16M -$46.5K -539 -0.8%
NG
392
Norden Group
Utah
$6.15M +$838K +9,726 +17%
SC
393
Sapient Capital
Indiana
$6.13M -$259 -3 -0%
GFP
394
Gryphon Financial Partners
Ohio
$6.13M +$82.1K +952 +1%
AL
395
ACAS LLC
California
$6.05M -$411K -4,764 -7%
QPWM
396
Quadrant Private Wealth Management
Pennsylvania
$6.05M +$2.82M +32,747 +100%
HCM
397
Highview Capital Management
Illinois
$6.03M +$3.99M +46,241 +244%
CWAG
398
Compton Wealth Advisory Group
Virginia
$6.01M -$101K -1,166 -2%
BFG
399
Bleakley Financial Group
New Jersey
$5.99M -$2.6M -30,202 -32%
SB
400
Strategic Blueprint
Georgia
$5.97M +$3.16M +36,597 +131%
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16
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