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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
676
Aprio Wealth Management
Georgia
$634K +$713K +10,966 New
AA
677
Advisory Alpha
Michigan
$624K -$11.8K -181 -2%
ACIM
678
Azimuth Capital Investment Management
Michigan
$624K +$1.17K +18 +0.2%
LL
679
LPWM LLC
Minnesota
$622K -$204K -3,136 -23%
JAG
680
Journey Advisory Group
Kentucky
$618K -$52K -800 -7%
JIC
681
Joel Isaacson & Co
New York
$617K +$73K +1,124 +12%
CWM
682
Congress Wealth Management
Massachusetts
$617K +$109K +1,671 +19%
BFA
683
Beaumont Financial Advisors
Massachusetts
$615K +$56.4K +868 +9%
OHWP
684
Oak Harbor Wealth Partners
North Carolina
$612K +$24.1K +371 +4%
FA
685
Fiducient Advisors
Illinois
$607K – – –
SPIA
686
Strategic Point Investment Advisors
Rhode Island
$606K -$3.25K -50 -0.5%
SWM
687
Stockman Wealth Management
Montana
$606K – – –
BFEC
688
Benjamin F. Edwards & Company
Missouri
$603K +$18.5K +285 +3%
RWA
689
Ropes Wealth Advisors
Massachusetts
$598K +$219K +3,372 +48%
AIA
690
Arbor Investment Advisors
North Carolina
$597K -$32.1K -494 -5%
LSAG
691
Lake Street Advisors Group
New Hampshire
$596K +$65 +1 +0%
AIP
692
Ahrens Investment Partners
Louisiana
$595K -$1.94M -29,784 -74%
MA
693
MONECO Advisors
Connecticut
$592K -$11.2K -172 -2%
FRA
694
Front Row Advisors
California
$591K +$390 +6 +0.1%
FIB
695
First Interstate Bank
Montana
$591K +$115K +1,765 +21%
KW
696
KWB Wealth
California
$586K -$2.34K -36 -0.4%
RWM
697
Ritholtz Wealth Management
New York
$585K +$384K +5,908 +141%
SWA
698
Sutton Wealth Advisors
Florida
$585K – – –
KF
699
Krilogy Financial
Missouri
$584K – – –
LTI
700
Laffer Tengler Investments
Tennessee
$583K – – –
26 27
28
29 30