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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1026
Curated Wealth Partners
California
$763K – – –
RFN
1027
RDA Financial Network
Iowa
$762K +$459K +4,968 +166%
TCWM
1028
Total Clarity Wealth Management
Illinois
$760K -$47.3K -512 -6%
TC
1029
TAP Consulting
Missouri
$758K +$1.11K +12 +0.2%
BONH
1030
Bank of New Hampshire
New Hampshire
$753K -$18.5K -200 -2%
IIC
1031
Ironwood Investment Counsel
Arizona
$752K – – –
ACIM
1032
Azimuth Capital Investment Management
Michigan
$752K +$5.08K +55 +0.7%
BFS
1033
Burkett Financial Services
South Carolina
$751K -$255K -2,760 -26%
DWM
1034
Dakota Wealth Management
Florida
$751K -$6.37K -69 -0.9%
FCP
1035
Fidelis Capital Partners
Florida
$750K – – –
T
1036
Tidemark
California
$748K +$369 +4 +0.1%
RWM
1037
Rockwood Wealth Management
Pennsylvania
$743K -$1.43M -15,530 -67%
ST
1038
Sageworth Trust
Pennsylvania
$743K – – –
FWM
1039
Foguth Wealth Management
Michigan
$737K -$75.2K -815 -10%
WF
1040
Welch & Forbes
Massachusetts
$736K – – –
APW
1041
Aurora Private Wealth
New Jersey
$735K +$277 +3 +0%
HCM
1042
HMS Capital Management
Tennessee
$729K – – –
AWMNH
1043
Arcadia Wealth Management (New Hampshire)
New Hampshire
$726K +$128K +1,389 +22%
LA
1044
Latitude Advisors
Florida
$726K +$300K +3,247 +75%
SFWA
1045
Summit Financial Wealth Advisors
Louisiana
$724K -$3.79K -41 -0.5%
BOS
1046
Bank of Stockton
California
$723K -$288K -3,124 -29%
AC
1047
Apella Capital
Connecticut
$723K +$8.4K +91 +1%
VHAM
1048
Van Hulzen Asset Management
California
$719K +$23.6K +256 +4%
EPW
1049
Evergreen Private Wealth
Colorado
$714K +$32.6K +353 +5%
TSW
1050
Three Seasons Wealth
Utah
$713K -$16.3M -176,387 -96%
40 41
42
43 44