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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
PIMG
426
Patriot Investment Management Group
Tennessee
$6.12M +$43.1K +432 +0.7%
WP
427
WealthPLAN Partners
Nebraska
$6.1M -$801K -8,030 -12%
IA
428
IFP Advisors
Florida
$6.09M -$12.9M -129,089 -68%
HWA
429
Heritage Wealth Advisors
Virginia
$6.06M -$1.7K -17 -0%
TFA
430
Tobias Financial Advisors
Florida
$5.98M -$147K -1,470 -2%
EWM
431
Evercore Wealth Management
New York
$5.97M +$572K +5,738 +11%
AWP
432
Ascent Wealth Partners
New York
$5.95M -$977K -9,792 -14%
FS
433
Financially Speaking
Colorado
$5.95M +$5.85M +58,638 New
RA
434
RFG Advisory
Alabama
$5.95M -$294K -2,946 -5%
SIA
435
Soltis Investment Advisors
Utah
$5.9M +$221K +2,215 +4%
FRA
436
FFG Retirement Advisors
Colorado
$5.87M -$59.4K -595 -1%
LBC
437
Lowe Brockenbrough & Co
Virginia
$5.87M -$623K -6,242 -10%
CIAS
438
Capital Investment Advisory Services
North Carolina
$5.86M +$5.79K +58 +0.1%
LWP
439
Laurel Wealth Planning
Minnesota
$5.84M -$74.8K -750 -1%
PWA
440
Peterson Wealth Advisors
Utah
$5.83M -$353K -3,543 -6%
MYIA
441
Mount Yale Investment Advisors
Colorado
$5.8M -$731K -7,327 -11%
PA
442
PFG Advisors
Arizona
$5.79M +$51.5K +516 +0.9%
SOS
443
Silver Oak Securities
Tennessee
$5.75M -$2.42M -24,227 -30%
MWM
444
Mosley Wealth Management
California
$5.7M +$42.3K +424 +0.8%
NCM
445
Narwhal Capital Management
Georgia
$5.69M – – –
GSWM
446
Greenup Street Wealth Management
Michigan
$5.67M +$526K +5,272 +10%
BWMG
447
Barnes Wealth Management Group
California
$5.64M +$5.54M +55,506 New
MCA
448
MSH Capital Advisors
Arizona
$5.64M +$224K +2,244 +4%
DBIA
449
Dumont & Blake Investment Advisors
New Jersey
$5.61M -$131K -1,318 -2%
RWRC
450
R.W. Roge & Company
New York
$5.61M -$134K -1,339 -2%
16 17
18
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