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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
NL
1051
Navalign LLC
California
$229K -$34K -556 -13%
SIS
1052
Strategic Investment Solutions
Illinois
$229K – – –
BAM
1053
BOS Asset Management
Illinois
$228K – – –
FCH
1054
Freestone Capital Holdings
Washington
$228K – – –
BBNA
1055
Bremer Bank National Association
Minnesota
$226K – – –
WIM
1056
WealthPlan Investment Management
Nebraska
$226K -$2.89M -47,221 -93%
RWA
1057
River Wealth Advisors
Pennsylvania
$226K +$216K +3,530 New
DWP
1058
Daymark Wealth Partners
Ohio
$225K +$216K +3,527 New
HCMT
1059
Highland Capital Management (Tennessee)
Tennessee
$225K – – –
TA
1060
TruWealth Advisors
Louisiana
$223K -$10.9K -179 -5%
SAM
1061
Stone Asset Management
Texas
$223K – – –
SI
1062
Saxon Interests
Texas
$223K -$245 -4 -0.1%
RMAM
1063
Raab & Moskowitz Asset Management
New Jersey
$222K +$1.96K +32 +0.9%
WLIM
1064
White Lighthouse Investment Management
Massachusetts
$220K – – –
SF
1065
Summit Financial
New Jersey
$220K -$6.48K -106 -3%
TCWM
1066
Total Clarity Wealth Management
Illinois
$219K -$5.81K -95 -3%
ASFA
1067
All Season Financial Advisors
Colorado
$219K +$209K +3,426 New
FWI
1068
Facet Wealth Inc
Maryland
$219K -$1.34K -22 -0.6%
RRWA
1069
Rainey & Randall Wealth Advisors
Florida
$217K -$204K -3,337 -50%
GC
1070
Grimes & Company
Massachusetts
$217K +$208K +3,398 New
EIG
1071
Ellenbecker Investment Group
Wisconsin
$217K -$14.1K -231 -6%
EB
1072
Eastern Bank
Massachusetts
$217K -$113K -1,854 -35%
BFA
1073
BMS Financial Advisors
South Dakota
$216K +$45K +737 +28%
MCIA
1074
Mountain Capital Investment Advisors
Colorado
$216K +$204K +3,335 New
IWP
1075
Icon Wealth Partners
Texas
$216K +$206K +3,375 New
41 42
43
44 45