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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
MI
501
Moneywise Inc
Virginia
$3.82M +$1.3M +15,053 +57%
PAG
502
Private Advisory Group
Washington
$3.82M -$46.5K -539 -1%
SWP
503
SIMA Wealth Partners
Virginia
$3.81M +$3.55M +41,219 New
WFS
504
WealthGarden F.S.
California
$3.81M +$3.55M +41,176 New
SCI
505
S&CO Inc
Massachusetts
$3.81M +$479K +5,561 +16%
IWM
506
IHT Wealth Management
Illinois
$3.79M +$1.5M +17,343 +73%
FRA
507
FFG Retirement Advisors
Colorado
$3.79M +$3.53M +40,920 New
HWA
508
Hilltop Wealth Advisors
North Carolina
$3.78M -$61.7K -716 -2%
NPT
509
National Philanthropic Trust
Pennsylvania
$3.76M – – –
GPW
510
Gray Private Wealth
Massachusetts
$3.71M -$80.6K -935 -2%
ST
511
Smithfield Trust
Pennsylvania
$3.7M +$59.5K +690 +2%
MFC
512
Morris Financial Concepts
South Carolina
$3.7M +$77.1K +894 +2%
TI
513
Truepoint Inc
Ohio
$3.7M – – –
HT
514
Heritage Trust
Oklahoma
$3.68M -$38.6K -448 -1%
MWM
515
Maripau Wealth Management
Indiana
$3.67M +$1.51M +17,544 +79%
MAV
516
Mason & Associates (Virginia)
Virginia
$3.64M +$3.39M +39,294 New
MWM
517
Mission Wealth Management
California
$3.62M -$843K -9,778 -20%
BIP
518
Bouvel Investment Partners
Pennsylvania
$3.58M +$19.2K +223 +0.6%
SOS
519
Silver Oak Securities
Tennessee
$3.57M +$390K +4,521 +13%
SF
520
Synovus Financial
Georgia
$3.56M -$130K -1,506 -4%
CC
521
Callan Capital
California
$3.54M +$3.3M +38,227 New
BIG
522
Bush Investment Group
Georgia
$3.52M +$1.26M +14,665 +63%
CAM
523
Concorde Asset Management
Michigan
$3.5M +$1.24M +14,373 +61%
FFWA
524
Forthright Family Wealth Advisory
Texas
$3.49M +$535K +6,204 +20%
CIC
525
Carnegie Investment Counsel
Ohio
$3.48M -$2.59K -30 -0.1%
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