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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
PNAA
1051
Pictet North America Advisors
Switzerland
$333K – – –
AWA
1052
Amplius Wealth Advisors
Pennsylvania
$333K – – –
PPP
1053
Private Portfolio Partners
New Jersey
$333K -$8.85K -125 -3%
SC
1054
Shearwater Capital
Colorado
$331K – – –
FSWA
1055
Financial Synergies Wealth Advisors
Texas
$330K – – –
RCM
1056
Raleigh Capital Management
North Carolina
$329K +$341K +4,815 New
VWA
1057
V Wealth Advisors
Kansas
$329K -$141K -1,988 -29%
FFS
1058
Founders Financial Securities
Maryland
$328K -$125K -1,760 -27%
CCM
1059
Condor Capital Management
New Jersey
$327K – – –
WMS
1060
Wealth Management Solutions
Pennsylvania
$326K -$1.2K -17 -0.4%
EC
1061
Estate Counselors
Wisconsin
$326K +$337K +4,760 New
FB
1062
Fulton Bank
Pennsylvania
$324K – – –
AFP
1063
Ausdal Financial Partners
Iowa
$324K +$88.5K +1,251 +36%
WLPWM
1064
Walled Lake Planning & Wealth Management
Illinois
$324K -$4.39K -62 -1%
MCM
1065
Morton Capital Management
California
$322K – – –
MIS
1066
Morningstar Investment Services
Illinois
$322K +$332K +4,689 New
TC
1067
Trilogy Capital
California
$321K – – –
CWA
1068
Clearview Wealth Advisors
Oregon
$320K +$216K +3,047 +188%
GAG
1069
GM Advisory Group
New York
$319K – – –
SSW
1070
Stone Summit Wealth
Florida
$319K +$16.6K +235 +5%
BW
1071
BIP Wealth
Georgia
$318K +$329K +4,644 New
WAM
1072
WNY Asset Management
New York
$315K – – –
UFA
1073
US Financial Advisors
Massachusetts
$315K – – –
WG
1074
Welch Group
Alabama
$314K -$166K -2,347 -34%
SC
1075
Schoolcraft Capital
Colorado
$314K -$3.47K -49 -1%
41 42
43
44 45