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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
576
Fiduciary Alliance
South Carolina
$930K +$954K +15,892 New
SIAM
577
Sterling Investment Advisors (Missouri)
Missouri
$930K -$19K -317 -2%
CTC
578
Central Trust Company
Missouri
$927K -$44.6K -742 -4%
MW
579
Marcum Wealth
Ohio
$926K -$222K -3,691 -19%
CAG
580
Crestwood Advisors Group
Massachusetts
$925K – – –
BAG
581
Briggs Advisory Group
Rhode Island
$919K – – –
GSWM
582
Greenup Street Wealth Management
Michigan
$918K +$545K +9,073 +137%
HCMG
583
Howard Capital Management Group
California
$916K -$21K -350 -2%
CWS
584
Confluence Wealth Services
Pennsylvania
$915K +$347K +5,781 +59%
OPWM
585
Oxinas Partners Wealth Management
Indiana
$915K +$19.3K +322 +2%
LC
586
LTG Capital
Massachusetts
$913K +$937K +15,611 New
RIL
587
Rothschild Investment LLC
Illinois
$913K +$1.56K +26 +0.2%
SFWA
588
Summit Financial Wealth Advisors
Louisiana
$913K +$448K +7,454 +91%
CWP
589
Curated Wealth Partners
California
$913K – – –
LA
590
Legacy Advisors
Pennsylvania
$910K – – –
RW
591
REDW Wealth
New Mexico
$909K – – –
MFA
592
Mayflower Financial Advisors
Massachusetts
$897K +$592K +9,851 +180%
IA
593
Insight Advisors
Pennsylvania
$892K -$30.1K -501 -3%
CS
594
Capital Square
Tennessee
$890K – – –
BS
595
Boenning & Scattergood
Pennsylvania
$882K +$6K +100 +0.9%
ICG
596
InterOcean Capital Group
Tennessee
$877K +$37.5K +624 +4%
TF
597
Theory Financial
Colorado
$876K +$900K +14,982 New
FA
598
Fermata Advisors
California
$876K -$258K -4,301 -22%
SB
599
Strategic Blueprint
Georgia
$874K +$897K +14,939 New
ES
600
Eagle Strategies
New York
$873K +$896K +14,926 New
22 23
24
25 26