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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
401
Curtis Wealth Management
Nevada
$8.91M -$205K -1,549 -2%
PRAG
402
Portfolio Resources Advisor Group
Florida
$8.88M -$322K -2,439 -4%
GFP
403
Gryphon Financial Partners
Ohio
$8.87M -$24.2K -183 -0.3%
BRWA
404
B. Riley Wealth Advisors
Florida
$8.82M -$680K -5,151 -7%
FMN
405
Financial Management Network
California
$8.76M +$56.6K +429 +0.7%
PFGIA
406
Patriot Financial Group Insurance Agency
Massachusetts
$8.74M -$7.31M -55,344 -47%
CPG
407
Cornerstone Planning Group
New Jersey
$8.71M +$898K +6,797 +12%
CWAI
408
Core Wealth Advisors (Indiana)
Indiana
$8.62M -$1,000K -7,573 -11%
CAM
409
Carret Asset Management
New York
$8.56M +$1.84M +13,918 +29%
AL
410
ARWA LLC
Texas
$8.52M +$3.14M +23,753 +61%
AC
411
Apella Capital
Connecticut
$8.51M -$2.48M -18,786 -23%
FPAS
412
Focus Partners Advisor Solutions
Missouri
$8.5M +$40.5K +307 +0.5%
IFG
413
Independent Financial Group
California
$8.5M +$2.46M +18,617 +43%
CI
414
Conning Inc
Connecticut
$8.5M – – –
WP
415
WealthPLAN Partners
Nebraska
$8.48M +$37.8K +286 +0.5%
TWM
416
Tradition Wealth Management
Minnesota
$8.45M +$131K +994 +2%
PWAC
417
Private Wealth Advisors (California)
California
$8.31M -$61K -462 -0.8%
AFPL
418
Advus Financial Partners, LLC
Florida
$8.21M -$108K -816 -1%
BAM
419
Belpointe Asset Management
Nevada
$8.16M +$298K +2,260 +4%
HP
420
Holistic Planning
Texas
$8.05M +$5.03M +38,100 +186%
NG
421
Novem Group
New York
$8.03M +$2.76M +20,910 +56%
GIM
422
Goelzer Investment Management
Indiana
$8.01M -$59.6K -451 -0.8%
PFS
423
Prospera Financial Services
Texas
$7.97M -$582K -4,411 -7%
AOWM
424
Asset One Wealth Management
Washington
$7.96M -$49.8K -377 -0.7%
CWM
425
Cranbrook Wealth Management
Michigan
$7.88M -$138K -1,042 -2%
15 16
17
18 19