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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
MGWM
701
Marks Group Wealth Management
Minnesota
$2.28M +$495 +5 +0%
NAS
702
Nicolet Advisory Services
Wisconsin
$2.28M +$1.26M +12,684 +165%
RIG
703
RiverFront Investment Group
Virginia
$2.27M +$208K +2,100 +11%
CG
704
Corundum Group
Colorado
$2.26M – – –
KWM
705
Kaydan Wealth Management
Michigan
$2.24M +$3.37K +34 +0.2%
MWA
706
Merkkuri Wealth Advisors
New York
$2.24M -$55.6K -562 -3%
TL
707
Tradewinds LLC
North Carolina
$2.24M +$1.64M +16,541 +436%
CWM
708
Cornerstone Wealth Management
Missouri
$2.23M +$30K +303 +2%
MA
709
MBA Advisors
Pennsylvania
$2.23M -$80.1K -809 -4%
HFS
710
Hopwood Financial Services
Virginia
$2.23M – – –
HCM
711
Hicks Capital Management
Ohio
$2.23M -$4.95K -50 -0.2%
PFG
712
Pinnacle Financial Group
Illinois
$2.22M -$27.7K -280 -1%
BNMT
713
Bawa N Mallick Trust
New York
$2.22M – – –
HCP
714
Holt Capital Partners
Texas
$2.22M – – –
BWP
715
Bernardo Wealth Planning
Pennsylvania
$2.22M -$18.1K -183 -0.9%
TFGT
716
TS Financial Group (TSFG)
Illinois
$2.2M +$101K +1,020 +5%
NWA
717
Navis Wealth Advisors
New York
$2.18M +$271K +2,737 +16%
MWM
718
Marietta Wealth Management
Georgia
$2.17M – – –
KFAA
719
Klaas Financial Asset Advisors
Illinois
$2.17M -$38.2K -386 -2%
APC
720
Aspire Private Capital
North Carolina
$2.17M -$99.9K -1,009 -5%
OAS
721
Optivise Advisory Services
Tennessee
$2.17M +$691K +6,982 +55%
BFA
722
Beacon Financial Advisory
Ohio
$2.16M -$38.8K -392 -2%
EWA
723
Emergent Wealth Advisors
New York
$2.16M +$2.47K +25 +0.1%
FCH
724
Freestone Capital Holdings
Washington
$2.15M -$48.1K -486 -2%
CFO
725
Custos Family Office
Texas
$2.14M -$69.4K -701 -3%
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