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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
SIAS
401
Summit Investment Advisory Services
Minnesota
$9.01M -$295K -2,237 -3%
OCA
402
OpenArc Corporate Advisory
Georgia
$8.98M +$553K +4,190 +7%
CWM
403
Curtis Wealth Management
Nevada
$8.91M -$205K -1,549 -2%
PRAG
404
Portfolio Resources Advisor Group
Florida
$8.88M -$322K -2,439 -4%
GFP
405
Gryphon Financial Partners
Ohio
$8.87M -$24.2K -183 -0.3%
BRWA
406
B. Riley Wealth Advisors
Florida
$8.82M -$680K -5,151 -7%
FMN
407
Financial Management Network
California
$8.76M +$56.6K +429 +0.7%
PFGIA
408
Patriot Financial Group Insurance Agency
Massachusetts
$8.74M -$7.31M -55,344 -47%
CPG
409
Cornerstone Planning Group
New Jersey
$8.71M +$898K +6,797 +12%
CWAI
410
Core Wealth Advisors (Indiana)
Indiana
$8.62M -$1,000K -7,573 -11%
CAM
411
Carret Asset Management
New York
$8.56M +$1.84M +13,918 +29%
AL
412
ARWA LLC
Texas
$8.52M +$3.14M +23,753 +61%
AC
413
Apella Capital
Connecticut
$8.51M -$2.48M -18,786 -23%
FPAS
414
Focus Partners Advisor Solutions
Missouri
$8.5M +$40.5K +307 +0.5%
IFG
415
Independent Financial Group
California
$8.5M +$2.46M +18,617 +43%
CI
416
Conning Inc
Connecticut
$8.5M – – –
WP
417
WealthPLAN Partners
Nebraska
$8.48M +$37.8K +286 +0.5%
TWM
418
Tradition Wealth Management
Minnesota
$8.45M +$131K +994 +2%
PWAC
419
Private Wealth Advisors (California)
California
$8.31M -$61K -462 -0.8%
AFP
420
Advus Financial Partners
Florida
$8.21M -$108K -816 -1%
BAM
421
Belpointe Asset Management
Nevada
$8.16M +$298K +2,260 +4%
HP
422
Holistic Planning
Texas
$8.05M +$5.03M +38,100 +186%
NG
423
Novem Group
New York
$8.03M +$2.76M +20,910 +56%
GIM
424
Goelzer Investment Management
Indiana
$8.01M -$59.6K -451 -0.8%
PFS
425
Prospera Financial Services
Texas
$7.97M -$582K -4,411 -7%
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17
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