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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
476
Carolinas Wealth Consulting
North Carolina
$1.88M +$400K +5,323 +28%
DW
477
Domani Wealth
Pennsylvania
$1.87M – – –
JWM
478
JGP Wealth Management
Oregon
$1.86M +$183K +2,433 +11%
EK
479
Evensky & Katz
Florida
$1.86M +$1.13K +15 +0.1%
SG
480
StoneX Group
New York
$1.85M -$1.89M -25,204 -51%
MWM
481
Marietta Wealth Management
Georgia
$1.85M – – –
SCA
482
Southern Capital Advisors
Tennessee
$1.83M -$306K -4,070 -15%
AIA
483
Arcadia Investment Advisors
Idaho
$1.82M -$238K -3,174 -12%
PWPS
484
Pinnacle Wealth Planning Services
Ohio
$1.81M +$1.02M +13,537 +133%
AA
485
Alesco Advisors
New York
$1.8M -$1.5K -20 -0.1%
LSPW
486
Lake Street Private Wealth
Illinois
$1.8M +$32.4K +431 +2%
MWA
487
Meridian Wealth Advisors
Texas
$1.78M -$24.6K -328 -1%
PFA
488
Pathway Financial Advisors
Vermont
$1.78M – – –
CLG
489
Cooperman Leon G
$1.77M – – –
AWM
490
Atticus Wealth Management
Florida
$1.76M -$36.4K -485 -2%
BP
491
Ballentine Partners
Massachusetts
$1.76M +$19.8K +263 +1%
AF
492
Alerus Financial
North Dakota
$1.76M – – –
SWA
493
Strategies Wealth Advisors
Michigan
$1.75M -$157K -2,085 -8%
WI
494
Wintrust Investments
Illinois
$1.75M -$89.1K -1,186 -5%
AWE
495
Avidian Wealth Enterprises
Texas
$1.75M +$85.6K +1,140 +5%
HT
496
Heritage Trust
Oklahoma
$1.74M +$41.5K +552 +2%
SFS
497
Security Financial Services
Indiana
$1.74M +$739K +9,842 +76%
FFM
498
Forum Financial Management
Illinois
$1.73M +$175K +2,330 +11%
HPC
499
HM Payson & Co
Maine
$1.72M – – –
KWM
500
Kaydan Wealth Management
Michigan
$1.72M +$13.4K +179 +0.8%
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