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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
376
Family Asset Management
South Carolina
$6.94M -$99.7K -1,080 -1%
HCA
377
Heck Capital Advisors
Wisconsin
$6.93M -$98.7K -1,069 -1%
WFAG
378
Wescott Financial Advisory Group
Pennsylvania
$6.91M +$242K +2,619 +4%
OC
379
Oppenheimer & Co
New York
$6.88M +$716K +7,751 +12%
RFA
380
Rollins Financial Advisors
New York
$6.85M -$733K -7,939 -10%
GIM
381
Goelzer Investment Management
Indiana
$6.83M -$2.27M -24,636 -26%
PWAC
382
Private Wealth Advisors (California)
California
$6.79M -$129K -1,393 -2%
TCG
383
Transcendent Capital Group
Oklahoma
$6.71M -$578K -6,262 -8%
FAM
384
Frontier Asset Management
Wyoming
$6.61M -$191K -2,072 -3%
NP
385
NorthRock Partners
Minnesota
$6.55M -$666K -7,211 -10%
AWP
386
Ascent Wealth Partners
New York
$6.55M +$41.9K +454 +0.7%
WP
387
WealthPLAN Partners
Nebraska
$6.52M -$1.08M -11,699 -15%
SW
388
Simplicity Wealth
New Jersey
$6.48M -$7.62M -82,588 -55%
AG
389
AlTi Global
New York
$6.47M -$85.8K -929 -1%
AI
390
Arvest Investments
Arkansas
$6.44M +$65.5K +710 +1%
DWM
391
Dynasty Wealth Management
Florida
$6.4M -$8.47M -91,714 -58%
AL
392
ACAS LLC
California
$6.39M +$46.2K +500 +0.8%
TNBTD
393
Trustmark National Bank Trust Department
Mississippi
$6.38M – – –
CF
394
Centaurus Financial
California
$6.35M +$3.83M +41,527 +167%
AA
395
Ancora Advisors
Ohio
$6.35M +$1.05M +11,325 +21%
SC
396
Sapient Capital
Indiana
$6.34M -$2.58K -28 -0%
AWA
397
Arkadios Wealth Advisors
Georgia
$6.34M +$2.11M +22,881 +53%
GFP
398
Gryphon Financial Partners
Ohio
$6.3M -$43.4K -470 -0.7%
IAG
399
Investment Advisory Group
Massachusetts
$6.27M +$284K +3,074 +5%
QPWM
400
Quadrant Private Wealth Management
Pennsylvania
$6.27M +$8.77K +95 +0.1%
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16
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