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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
401
Power Wealth Management
Georgia
$3.97M +$3.76M +52,887 New
WPW
402
Watershed Private Wealth
Illinois
$3.96M +$130K +1,820 +4%
TWM
403
TSA Wealth Management
Texas
$3.96M +$3.75M +52,736 New
WP
404
WealthPLAN Partners
Nebraska
$3.96M +$269K +3,774 +8%
RFA
405
RTD Financial Advisors
Pennsylvania
$3.95M -$95.3K -1,339 -2%
CB
406
Commerce Bank
Missouri
$3.94M +$31.5K +442 +0.8%
MFG
407
Midwest Financial Group
Kansas
$3.91M -$185K -2,600 -5%
TFF
408
The Family Firm
Maryland
$3.87M -$351K -4,937 -9%
GSWM
409
Greenup Street Wealth Management
Michigan
$3.85M +$2.81M +39,470 +336%
TNB
410
Thomasville National Bank
Georgia
$3.84M -$496K -6,966 -12%
BAM
411
Belpointe Asset Management
Nevada
$3.81M -$51.3K -721 -1%
LSA
412
Lansing Street Advisors
Pennsylvania
$3.77M +$3.57M +50,148 New
SF
413
Synovus Financial
Georgia
$3.76M -$2.73M -38,421 -43%
MYIA
414
Mount Yale Investment Advisors
Colorado
$3.72M +$2.2M +30,905 +166%
CFGS
415
Concourse Financial Group Securities
Alabama
$3.72M +$6.91K +97 +0.2%
FFA
416
Farther Finance Advisors
California
$3.7M +$1.2M +16,827 +52%
AMG
417
Asset Management Group
Connecticut
$3.7M -$2.85K -40 -0.1%
PWA
418
Physician Wealth Advisors
Utah
$3.69M +$283K +3,980 +9%
FA
419
Flagstar Advisors
New York
$3.68M +$211K +2,965 +6%
WP
420
Wealthspan Partners
Iowa
$3.68M -$514K -7,225 -13%
DWT
421
Dorsey & Whitney Trust
South Dakota
$3.67M -$28.3K -398 -0.8%
RB
422
Renasant Bank
Mississippi
$3.65M – – –
SI
423
Stephens Inc
Arkansas
$3.63M -$180K -2,526 -5%
ONB
424
Old National Bancorp
Indiana
$3.63M -$54.7K -769 -2%
NA
425
Nottingham Advisors
New York
$3.63M -$168K -2,359 -4%
15 16
17
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