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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
GKWIM
1026
Gerber Kawasaki Wealth & Investment Management
California
$1.35M -$33.1K -251 -2%
BCM
1027
Brasada Capital Management
Texas
$1.35M – – –
AP
1028
Americana Partners
Texas
$1.34M -$132 -1 -0%
JWBC
1029
J.W. Burns & Co
New York
$1.34M +$64.8K +491 +5%
AUB
1030
Atlantic Union Bankshares
Virginia
$1.34M +$25.5K +193 +2%
EC
1031
Eaton-Cambridge
Arizona
$1.34M – – –
RSWA
1032
Robinson Smith Wealth Advisors
Maine
$1.34M – – –
LWPC
1033
Legacy Wealth Partners (Colorado)
Colorado
$1.34M +$106K +805 +9%
BBPWM
1034
Blue Bell Private Wealth Management
Pennsylvania
$1.33M – – –
MLL
1035
Moody Lynn & Lieberson
Massachusetts
$1.33M – – –
PFBT
1036
Parkside Financial Bank & Trust
Missouri
$1.33M +$18.8K +142 +1%
AI
1037
Accredited Investors
Minnesota
$1.33M -$267K -2,025 -17%
MPW
1038
Magnolia Private Wealth
Pennsylvania
$1.33M +$969K +7,341 +320%
MI
1039
Moneywise Inc
Virginia
$1.32M -$37.4K -283 -3%
TWM
1040
Thrive Wealth Management
Pennsylvania
$1.32M -$16.1K -122 -1%
PWMG
1041
Private Wealth Management Group
New Jersey
$1.32M – – –
WCM
1042
Winthrop Capital Management
Indiana
$1.32M -$312K -2,363 -20%
CFG
1043
Clayton Financial Group
Missouri
$1.32M +$396 +3 +0%
FCAS
1044
First Command Advisory Services
Texas
$1.32M -$941K -7,129 -43%
LWM
1045
Lakeridge Wealth Management
Ohio
$1.31M -$3.43K -26 -0.3%
FHA
1046
Flagship Harbor Advisors
Massachusetts
$1.31M +$452K +3,422 +56%
KW
1047
KWB Wealth
California
$1.31M -$22.2K -168 -2%
CCM
1048
Canal Capital Management
Virginia
$1.31M -$1.2M -9,080 -49%
SFMG
1049
Sage Financial Management Group
Virginia
$1.3M +$108K +817 +9%
EWA
1050
Evolution Wealth Advisors
Florida
$1.3M +$27.1K +205 +2%
40 41
42
43 44