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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
776
Provenance Wealth Advisors
Florida
$728K +$753K +10,646 New
PSF
777
Pacific Sun Financial
California
$728K -$49.5K -700 -6%
EWM
778
Empirical Wealth Management
Washington
$727K – – –
PS
779
Planned Solutions
California
$727K +$10K +142 +1%
WPC
780
Wedmont Private Capital
Pennsylvania
$720K -$136K -1,927 -16%
CWP
781
CFM Wealth Partners
Texas
$720K -$40K -565 -5%
VWM
782
Venturi Wealth Management
Texas
$719K +$722K +10,201 +3,291%
MWM
783
Maripau Wealth Management
Indiana
$719K +$743K +10,503 New
SWM
784
Stockman Wealth Management
Montana
$716K -$708 -10 -0.1%
WP
785
Westmount Partners
California
$711K +$28.3K +400 +4%
KW
786
KWB Wealth
California
$709K – – –
RDFA
787
Ritter Daniher Financial Advisory
Ohio
$707K +$15.6K +220 +2%
MA
788
MONECO Advisors
Connecticut
$705K – – –
QCM
789
Quantinno Capital Management
New York
$705K +$247K +3,489 +51%
MA
790
MCF Advisors
Kentucky
$703K – – –
SOS
791
Silver Oak Securities
Tennessee
$694K -$1.15M -16,204 -61%
RFP
792
RCS Financial Planning
Maryland
$693K +$714K +10,095 New
SWA
793
Sutton Wealth Advisors
Florida
$692K – – –
CA
794
Claro Advisors
Massachusetts
$692K -$87.8K -1,241 -11%
FRA
795
Front Row Advisors
California
$691K – – –
SIC
796
Sigma Investment Counselors
Michigan
$689K – – –
SNB
797
Security National Bank
Nebraska
$688K +$68.8K +972 +11%
IA
798
IFG Advisors
Missouri
$685K – – –
AWM
799
Aprio Wealth Management
Georgia
$684K – – –
SW
800
SVB Wealth
Massachusetts
$682K -$554K -7,823 -44%
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32
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