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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
PCMC
1051
Paragon Capital Management (Colorado)
Colorado
$231K +$221K +3,610 New
WQ
1052
Wealth Quarterback
New Jersey
$230K -$146K -2,383 -40%
NL
1053
Navalign LLC
California
$229K -$34K -556 -13%
SIS
1054
Strategic Investment Solutions
Illinois
$229K – – –
BAM
1055
BOS Asset Management
Illinois
$228K – – –
FCH
1056
Freestone Capital Holdings
Washington
$228K – – –
BBNA
1057
Bremer Bank National Association
Minnesota
$226K – – –
WIM
1058
WealthPlan Investment Management
Nebraska
$226K -$2.89M -47,221 -93%
RWA
1059
River Wealth Advisors
Pennsylvania
$226K +$216K +3,530 New
DWP
1060
Daymark Wealth Partners
Ohio
$225K +$216K +3,527 New
HCMT
1061
Highland Capital Management (Tennessee)
Tennessee
$225K – – –
TA
1062
TruWealth Advisors
Louisiana
$223K -$10.9K -179 -5%
SAM
1063
Stone Asset Management
Texas
$223K – – –
SI
1064
Saxon Interests
Texas
$223K -$245 -4 -0.1%
RMAM
1065
Raab & Moskowitz Asset Management
New Jersey
$222K +$1.96K +32 +0.9%
WLIM
1066
White Lighthouse Investment Management
Massachusetts
$220K – – –
SF
1067
Summit Financial
New Jersey
$220K -$6.48K -106 -3%
TCWM
1068
Total Clarity Wealth Management
Illinois
$219K -$5.81K -95 -3%
ASFA
1069
All Season Financial Advisors
Colorado
$219K +$209K +3,426 New
FWI
1070
Facet Wealth Inc
Maryland
$219K -$1.34K -22 -0.6%
RRWA
1071
Rainey & Randall Wealth Advisors
Florida
$217K -$204K -3,337 -50%
GC
1072
Grimes & Company
Massachusetts
$217K +$208K +3,398 New
EIG
1073
Ellenbecker Investment Group
Wisconsin
$217K -$14.1K -231 -6%
EB
1074
Eastern Bank
Massachusetts
$217K -$113K -1,854 -35%
BFA
1075
BMS Financial Advisors
South Dakota
$216K +$45K +737 +28%
41 42
43
44 45