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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
726
Whittier Trust
California
$2.14M -$56.1K -567 -3%
AIS
727
American Investment Services
Massachusetts
$2.1M -$351K -3,545 -16%
HFS
728
Heritage Financial Services
Massachusetts
$2.1M +$54.1K +547 +3%
LL
729
LPWM LLC
Minnesota
$2.1M -$44.8K -453 -2%
CRC
730
Curi RMB Capital
Illinois
$2.1M +$1.36M +13,732 +258%
TI
731
Truepoint Inc
Ohio
$2.08M -$1.5M -15,109 -44%
HP
732
Holistic Planning
Texas
$2.08M +$35.5K +359 +2%
HIS
733
Harvest Investment Services
Illinois
$2.07M -$212K -2,137 -10%
AWA
734
Alta Wealth Advisors
Massachusetts
$2.06M -$121K -1,223 -6%
WH
735
Whitcomb & Hess
Ohio
$2.06M +$86.5K +874 +5%
EPP
736
ETF Portfolio Partners
Kansas
$2.05M -$26.9K -272 -1%
BCM
737
Becker Capital Management
Oregon
$2.05M – – –
LGW
738
Leslie Global Wealth
Illinois
$2.04M +$937K +9,462 +104%
CWS
739
Confluence Wealth Services
Pennsylvania
$2.04M -$495 -5 -0%
CPIA
740
Cornell Pochily Investment Advisors
New York
$2.04M +$297 +3 +0%
BHBT
741
Burke & Herbert Bank & Trust
Virginia
$2.03M -$24.7K -250 -1%
STA
742
Summit Trail Advisors
New York
$2.03M +$1.82M +18,424 New
AIA
743
Accelerate Investment Advisors
California
$2.02M +$129K +1,307 +8%
HPC
744
HM Payson & Co
Maine
$2M – – –
MCM
745
Manchester Capital Management
Vermont
$1.99M -$86.4K -873 -5%
HA
746
Helium Advisors
Washington
$1.98M -$18.9K -191 -1%
SWA
747
Sax Wealth Advisors
New Jersey
$1.98M +$1.05M +10,572 +142%
SAM
748
Smartleaf Asset Management
Massachusetts
$1.97M +$1.11M +11,243 +166%
VAM
749
Verity Asset Management
North Carolina
$1.96M -$2.03M -20,482 -53%
BFS
750
Burkett Financial Services
South Carolina
$1.95M +$1.09M +10,984 +163%
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