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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
501
Winthrop Advisory Group
Massachusetts
$4.9M +$621K +6,275 +16%
SWM
502
Stark Wealth Management
Pennsylvania
$4.84M +$4.62M +46,680 New
BCWM
503
Bartlett & Co Wealth Management
Ohio
$4.81M +$481K +4,860 +13%
RFA
504
RTD Financial Advisors
Pennsylvania
$4.71M +$500K +5,056 +13%
TF
505
TME Financial
California
$4.7M +$1.91M +19,307 +82%
VWM
506
Valley Wealth Managers
New Jersey
$4.7M -$70.7K -714 -2%
NPT
507
National Philanthropic Trust
Pennsylvania
$4.69M -$174K -1,756 -4%
WP
508
Wealthspan Partners
Iowa
$4.69M -$102K -1,034 -2%
MFC
509
Morris Financial Concepts
South Carolina
$4.67M – – –
MWM
510
Mission Wealth Management
California
$4.5M +$99 +1 +0%
DWT
511
Dorsey & Whitney Trust
South Dakota
$4.5M – – –
GT
512
Glenview Trust
Kentucky
$4.46M +$994K +10,046 +33%
KFA
513
Kapstone Financial Advisors
Ohio
$4.46M +$263K +2,653 +7%
FPAS
514
Focus Partners Advisor Solutions
Missouri
$4.45M +$1.28M +12,958 +47%
DWA
515
Davis Wealth Advisors
New Hampshire
$4.42M -$409K -4,128 -9%
SI
516
Stephens Inc
Arkansas
$4.32M -$159K -1,607 -4%
OFG
517
Oxford Financial Group
Indiana
$4.31M -$120K -1,212 -3%
MG
518
Mather Group
Illinois
$4.3M -$512K -5,172 -12%
FWA
519
Flagship Wealth Advisors
Massachusetts
$4.29M -$1.03M -10,441 -21%
FA
520
Faithward Advisors
Pennsylvania
$4.28M +$132K +1,329 +4%
ST
521
Smithfield Trust
Pennsylvania
$4.27M -$98.2K -992 -2%
NFG
522
Nations Financial Group
Iowa
$4.27M +$228K +2,306 +6%
PAG
523
Private Advisory Group
Washington
$4.25M +$33.9K +342 +0.9%
AWE
524
Avidian Wealth Enterprises
Texas
$4.24M -$584K -5,897 -13%
DWP
525
Daymark Wealth Partners
Ohio
$4.24M +$69.7K +704 +2%
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