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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
COCM
401
Charter Oak Capital Management
New Hampshire
$8.31M -$294K -2,399 -3%
CAI
402
Capital Advisors Inc
Oklahoma
$8.25M -$520K -4,249 -6%
HSWS
403
Higgins & Schmidt Wealth Strategies
Colorado
$8.23M -$428K -3,493 -5%
WP
404
WealthPLAN Partners
Nebraska
$8.15M +$200K +1,636 +3%
SW
405
Simplicity Wealth
New Jersey
$8.14M +$852K +6,959 +12%
AFW
406
Atlantic Family Wealth
Florida
$8.14M +$217K +1,770 +3%
PRAG
407
Portfolio Resources Advisor Group
Florida
$8.13M +$8.07M +65,976 New
BFG
408
Beto Financial Group
Idaho
$8.12M +$8M +65,366 New
RSWM
409
Robertson Stephens Wealth Management
California
$8.12M -$182K -1,487 -2%
IFG
410
Independent Financial Group
California
$8.06M +$511K +4,177 +7%
CWAI
411
Core Wealth Advisors (Indiana)
Indiana
$8.06M +$8.01M +65,412 New
NCM
412
Next Capital Management
New York
$8.06M +$1.81M +14,819 +29%
SIA
413
SGL Investment Advisors
Montana
$8.01M +$1.16M +9,451 +16%
AG
414
AlTi Global
New York
$8M -$12.4K -101 -0.2%
TRCT
415
Tower Research Capital (TRC)
New York
$7.96M -$982K -8,021 -11%
OWCM
416
One Wealth Capital Management
Arizona
$7.96M +$29.6K +242 +0.4%
BFG
417
Bleakley Financial Group
New Jersey
$7.96M -$18.4K -150 -0.2%
NP
418
NorthRock Partners
Minnesota
$7.91M +$464K +3,793 +6%
CWM
419
Curtis Wealth Management
Nevada
$7.84M +$7.71M +63,032 New
FAM
420
Frontier Asset Management
Wyoming
$7.72M -$61.2K -500 -0.8%
PWAC
421
Private Wealth Advisors (California)
California
$7.71M -$48.5K -396 -0.6%
LWA
422
Lifelong Wealth Advisors
Minnesota
$7.66M +$550K +4,490 +8%
CIAS
423
Capital Investment Advisory Services
North Carolina
$7.66M -$90.7K -741 -1%
GT
424
Glenmede Trust
Pennsylvania
$7.65M +$7.59M +62,029 New
SGWM
425
Sterling Group Wealth Management
California
$7.64M -$381K -3,109 -5%
15 16
17
18 19