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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
NWAG
901
Net Worth Advisory Group
Utah
$1.03M +$993K +10,759 New
UWPG
902
Ullmann Wealth Partners Group
Florida
$1.03M +$589K +6,380 +146%
HCM
903
Hollencrest Capital Management
California
$1.02M – – –
KA
904
Kovack Advisors
Florida
$1.02M +$584K +6,325 +147%
SWM
905
Stockman Wealth Management
Montana
$1M – – –
PSF
906
Pacific Sun Financial
California
$988K – – –
LWA
907
Lantern Wealth Advisors
New York
$986K +$329K +3,564 +53%
RIL
908
Rothschild Investment LLC
Illinois
$986K -$359K -3,889 -27%
IA
909
IFG Advisors
Missouri
$986K +$25.2K +273 +3%
WPC
910
Wedmont Private Capital
Pennsylvania
$985K +$7.75K +84 +0.8%
PR
911
Payden & Rygel
California
$984K +$8.26M +89,495 +673%
PWMG
912
Private Wealth Management Group
New Jersey
$983K – – –
PWA
913
Provenance Wealth Advisors
Florida
$982K -$739 -8 -0.1%
LEA
914
Legacy Edge Advisors
New York
$982K -$63.7K -690 -6%
LWCFA
915
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$977K -$60K -650 -6%
MA
916
MONECO Advisors
Connecticut
$975K -$12.9K -140 -1%
OMC
917
Old Mission Capital
Illinois
$973K +$938K +10,158 New
CCWM
918
Cassaday & Co Wealth Management
Virginia
$971K -$3.42K -37 -0.4%
GPFA
919
Game Plan Financial Advisors
Ohio
$971K -$55.4K -600 -6%
TPW
920
TL Private Wealth
Texas
$968K +$1.39K +15 +0.1%
PCI
921
Planning Center Inc
Illinois
$961K – – –
AWM
922
Aprio Wealth Management
Georgia
$960K – – –
SNB
923
Security National Bank
Nebraska
$960K – – –
SMA
924
Sage Mountain Advisors
Georgia
$958K +$355K +3,841 +62%
RSA
925
River Street Advisors
Illinois
$956K +$137K +1,483 +17%
35 36
37
38 39