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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
726
Bernardo Wealth Planning
Pennsylvania
$2.44M – – –
MWM
727
Marietta Wealth Management
Georgia
$2.41M +$30K +261 +1%
B
728
Bailard
California
$2.41M -$219K -1,905 -9%
FWTB
729
First Western Trust Bank
Colorado
$2.4M -$699K -6,080 -23%
CFP
730
Comprehensive Financial Planning
Pennsylvania
$2.4M +$333K +2,897 +17%
BCM
731
Becker Capital Management
Oregon
$2.39M +$137K +1,190 +6%
MA
732
MBA Advisors
Pennsylvania
$2.39M -$60.3K -524 -3%
NWA
733
Navis Wealth Advisors
New York
$2.38M -$12.8K -111 -0.6%
FCH
734
Freestone Capital Holdings
Washington
$2.36M +$345 +3 +0%
CRC
735
Curi RMB Capital
Illinois
$2.35M +$48K +417 +2%
BFA
736
Beacon Financial Advisory
Ohio
$2.34M -$30.6K -266 -1%
HP
737
Holistic Planning
Texas
$2.33M +$47.4K +412 +2%
EWA
738
Emergent Wealth Advisors
New York
$2.31M -$49.2K -428 -2%
KFAA
739
Klaas Financial Asset Advisors
Illinois
$2.3M -$74K -643 -3%
FA
740
Fiduciary Alliance
South Carolina
$2.28M +$303K +2,637 +16%
AIS
741
American Investment Services
Massachusetts
$2.28M -$19.9K -173 -0.9%
NG
742
Novem Group
New York
$2.28M +$1.09M +9,474 +101%
TFGT
743
TS Financial Group (TSFG)
Illinois
$2.26M -$143K -1,247 -6%
WTC
744
WhitTier Trust Company
Nevada
$2.26M +$235K +2,040 +12%
HFS
745
Heritage Financial Services
Massachusetts
$2.24M -$60.4K -525 -3%
CPIA
746
Cornell Pochily Investment Advisors
New York
$2.24M +$1.38K +12 +0.1%
CWS
747
Confluence Wealth Services
Pennsylvania
$2.22M -$9.43K -82 -0.4%
STA
748
Summit Trail Advisors
New York
$2.22M -$6.67K -58 -0.3%
WCM
749
WealthTrak Capital Management
Virginia
$2.22M +$334K +2,906 +19%
AWA
750
Alta Wealth Advisors
Massachusetts
$2.22M -$45.3K -394 -2%
28 29
30
31 32