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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
526
Theory Financial
Colorado
$5.68M -$174K -1,315 -3%
7WCP
527
71 West Capital Partners
Massachusetts
$5.67M +$4.3M +32,545 +374%
MFC
528
Morris Financial Concepts
South Carolina
$5.67M -$792 -6 -0%
SGWM
529
Sterling Group Wealth Management
California
$5.66M -$2.76M -20,900 -34%
DWA
530
Davis Wealth Advisors
New Hampshire
$5.65M -$412K -3,123 -7%
GM
531
GeoWealth Management
Illinois
$5.63M -$89.4K -677 -2%
CAM
532
Concorde Asset Management
Michigan
$5.62M +$14.1K +107 +0.3%
VFA
533
Valeo Financial Advisors
Indiana
$5.57M +$541K +4,094 +11%
GWAM
534
Guardian Wealth Advisors (Minnesota)
Minnesota
$5.56M -$86.5K -655 -2%
AI
535
Arvest Investments
Arkansas
$5.53M +$214K +1,623 +4%
HF
536
HRT Financial
New York
$5.52M +$606K +4,587 +13%
RWRC
537
R.W. Roge & Company
New York
$5.51M -$27.2K -206 -0.5%
TCWA
538
Turtle Creek Wealth Advisors
Texas
$5.47M -$1.75M -13,284 -25%
IAS
539
Insigneo Advisory Services
Florida
$5.42M +$3.12M +23,624 +150%
NPT
540
National Philanthropic Trust
Pennsylvania
$5.41M +$1.11M +8,388 +27%
DWT
541
Dorsey & Whitney Trust
South Dakota
$5.36M -$109K -826 -2%
ST
542
Smithfield Trust
Pennsylvania
$5.19M -$6.6K -50 -0.1%
CRI
543
Commonwealth Retirement Investments
Virginia
$5.18M +$320K +2,427 +7%
SC
544
Sierra Capital
Florida
$5.16M – – –
VWM
545
Valley Wealth Managers
New Jersey
$5.15M -$205K -1,555 -4%
GLLW
546
Graves Light Lenhart Wealth
Virginia
$5.12M -$125K -945 -2%
AWA
547
Alta Wealth Advisors
Massachusetts
$5.06M +$70.4K +533 +1%
WF
548
WealthPoint Financial
North Carolina
$5.04M +$264K +1,998 +6%
GPWA
549
Great Point Wealth Advisors
Massachusetts
$5.02M – – –
KDA
550
Kraft Davis & Associates
Missouri
$5M -$25.5K -193 -0.5%
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