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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
726
Aspire Wealth Management
Massachusetts
$1.63M +$545K +6,325 +56%
RF
727
RHS Financial
California
$1.62M +$573K +6,643 +61%
BFS
728
Bradley Foster & Sargent
Connecticut
$1.62M -$30.9K -358 -2%
TSWM
729
Tyler-Stone Wealth Management
Ohio
$1.62M -$11.4K -132 -0.8%
APC
730
Aspire Private Capital
North Carolina
$1.61M +$615K +7,132 +69%
PIA
731
Perennial Investment Advisors
California
$1.61M +$268K +3,113 +22%
MWM
732
McNaughton Wealth Management
California
$1.61M +$6.47K +75 +0.4%
MSWMA
733
Market Street Wealth Management Advisors
Indiana
$1.61M -$5.09K -59 -0.3%
PPW
734
PACK Private Wealth
Minnesota
$1.59M -$7.93K -92 -0.5%
AC
735
AWM Capital
Arizona
$1.58M -$4.74K -55 -0.3%
DAS
736
Dynamic Advisor Solutions
Arizona
$1.58M -$11.7K -136 -0.8%
FA
737
Fiduciary Alliance
South Carolina
$1.58M +$1.98K +23 +0.1%
PAIM
738
Punch & Associates Investment Management
Minnesota
$1.58M -$761K -8,832 -34%
NWA
739
Navis Wealth Advisors
New York
$1.57M +$10.7K +124 +0.7%
BA
740
Bellwether Advisors
Nebraska
$1.57M +$52.7K +611 +4%
AWA
741
Alta Wealth Advisors
Massachusetts
$1.55M – – –
NLP
742
Next Level Private
New York
$1.54M +$3.19K +37 +0.2%
KAH
743
Kathryn A. Hall
$1.53M – – –
IA
744
Insight Advisors
Pennsylvania
$1.53M -$9.14K -106 -0.6%
SW
745
SlateStone Wealth
Florida
$1.52M +$350K +4,061 +33%
GWM
746
GSB Wealth Management
Connecticut
$1.52M +$21.5K +249 +2%
FNT
747
First National Trust
Pennsylvania
$1.51M +$406K +4,705 +40%
FLPIM
748
F.L. Putnam Investment Management
Massachusetts
$1.5M +$21.6K +250 +2%
KWS
749
Keystone Wealth Services
California
$1.5M +$136K +1,577 +11%
RAS
750
RPS Advisory Solutions
Kentucky
$1.49M +$1.39M +16,124 New
28 29
30
31 32