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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
O3W
701
Omni 360 Wealth
New Jersey
$1.96M +$249K +2,692 +15%
E
702
ETFidea
New York
$1.95M -$82.9K -898 -4%
KWM
703
Kaydan Wealth Management
Michigan
$1.94M +$25.9K +280 +1%
HCP
704
Holt Capital Partners
Texas
$1.93M – – –
HFS
705
Heritage Financial Services
Massachusetts
$1.92M -$11.8K -128 -0.6%
FCH
706
Freestone Capital Holdings
Washington
$1.92M +$1.23M +13,372 +201%
BC
707
Bowman & Company
Wisconsin
$1.92M -$9.69K -105 -0.5%
CPIA
708
Cornell Pochily Investment Advisors
New York
$1.91M +$34.3K +372 +2%
MWM
709
Marietta Wealth Management
Georgia
$1.91M -$369 -4 -0%
WA
710
WESPAC Advisors
California
$1.9M -$121K -1,316 -6%
ITB
711
Idaho Trust Bank
Idaho
$1.9M -$197K -2,139 -10%
B
712
Bensler
Washington
$1.9M +$554 +6 +0%
LL
713
LPWM LLC
Minnesota
$1.88M -$256K -2,768 -12%
WAP
714
Wealthcare Advisory Partners
Pennsylvania
$1.88M -$99.7K -1,080 -5%
FCAS
715
First Command Advisory Services
Texas
$1.84M +$31.3K +339 +2%
CWS
716
Confluence Wealth Services
Pennsylvania
$1.83M -$36.4K -394 -2%
KWS
717
Keystone Wealth Services
California
$1.82M +$266K +2,877 +18%
BHBT
718
Burke & Herbert Bank & Trust
Virginia
$1.82M -$19.4K -210 -1%
TFGT
719
TS Financial Group (TSFG)
Illinois
$1.82M -$30.5K -330 -2%
WH
720
Whitcomb & Hess
Ohio
$1.81M -$218K -2,361 -11%
AAP
721
Arax Advisory Partners
Colorado
$1.81M +$1.3M +14,119 +295%
HP
722
Holistic Planning
Texas
$1.8M +$550K +5,961 +46%
AIS
723
American Investment Services
Massachusetts
$1.79M -$6.83K -74 -0.4%
MWM
724
McNaughton Wealth Management
California
$1.78M +$113K +1,228 +7%
SDWMA
725
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.78M – – –
27 28
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30 31