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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
501
Perigon Wealth Management
California
$2.42M +$476K +6,687 +26%
AR
502
Apeiron RIA
Texas
$2.41M +$245K +3,445 +12%
TWP
503
Tempus Wealth Planning
California
$2.4M +$2.27M +31,924 New
BA
504
Bristlecone Advisors
Washington
$2.38M -$3.35K -47 -0.1%
SB
505
Strategic Blueprint
Georgia
$2.37M +$339K +4,764 +18%
CF
506
Corrigan Financial
Rhode Island
$2.37M -$8.68K -122 -0.4%
SWA
507
Strategies Wealth Advisors
Michigan
$2.35M +$2.92K +41 +0.1%
BWM
508
Baron Wealth Management
Michigan
$2.35M +$12.3K +173 +0.6%
SL
509
SWMG LLC
Texas
$2.34M +$24.3K +341 +1%
CF
510
Centaurus Financial
California
$2.33M -$1.41M -19,809 -39%
MFS
511
Madrona Financial Services
Washington
$2.33M +$303K +4,263 +16%
RRA
512
Round Rock Advisors
Connecticut
$2.32M +$16.2K +228 +0.7%
MWM
513
Mattern Wealth Management
Kansas
$2.29M +$86.8K +1,220 +4%
FFWA
514
Forthright Family Wealth Advisory
Texas
$2.28M +$2.16M +30,300 New
BBWP
515
Beacon Bridge Wealth Partners
Pennsylvania
$2.26M -$2.03M -28,495 -49%
MFIM
516
Mesirow Financial Investment Management
Illinois
$2.25M +$11.7M +164,781 New
RWG
517
Regal Wealth Group
California
$2.25M +$3.56K +50 +0.2%
IFWM
518
Institute for Wealth Management
Colorado
$2.22M +$211K +2,965 +11%
VFA
519
Valeo Financial Advisors
Indiana
$2.18M +$71 +1 +0%
CB
520
Cadence Bank
Mississippi
$2.16M – – –
MGIA
521
Matthew Goff Investment Advisor
Texas
$2.16M -$61.6K -866 -3%
TWM
522
Tolleson Wealth Management
Texas
$2.15M – – –
FWM
523
Fonville Wealth Management
Virginia
$2.14M +$2.03M +28,541 New
BHWM
524
Bay Harbor Wealth Management
Maryland
$2.14M +$77.3K +1,086 +4%
KFA
525
Kapstone Financial Advisors
Ohio
$2.13M +$13K +182 +0.7%
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