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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
CGPCS
1051
Capital Group Private Client Services
California
$338K -$250K -3,539 -42%
LB
1052
Legacy Bridge
Iowa
$336K – – –
PNAA
1053
Pictet North America Advisors
Switzerland
$333K – – –
AWA
1054
Amplius Wealth Advisors
Pennsylvania
$333K – – –
PPP
1055
Private Portfolio Partners
New Jersey
$333K -$8.85K -125 -3%
SC
1056
Shearwater Capital
Colorado
$331K – – –
FSWA
1057
Financial Synergies Wealth Advisors
Texas
$330K – – –
RCM
1058
Raleigh Capital Management
North Carolina
$329K +$341K +4,815 New
VWA
1059
V Wealth Advisors
Kansas
$329K -$141K -1,988 -29%
FFS
1060
Founders Financial Securities
Maryland
$328K -$125K -1,760 -27%
CCM
1061
Condor Capital Management
New Jersey
$327K – – –
WMS
1062
Wealth Management Solutions
Pennsylvania
$326K -$1.2K -17 -0.4%
EC
1063
Estate Counselors
Wisconsin
$326K +$337K +4,760 New
FB
1064
Fulton Bank
Pennsylvania
$324K – – –
AFP
1065
Ausdal Financial Partners
Iowa
$324K +$88.5K +1,251 +36%
WLPWM
1066
Walled Lake Planning & Wealth Management
Illinois
$324K -$4.39K -62 -1%
MCM
1067
Morton Capital Management
California
$322K – – –
MIS
1068
Morningstar Investment Services
Illinois
$322K +$332K +4,689 New
TC
1069
Trilogy Capital
California
$321K – – –
CWA
1070
Clearview Wealth Advisors
Oregon
$320K +$216K +3,047 +188%
GAG
1071
GM Advisory Group
New York
$319K – – –
SSW
1072
Stone Summit Wealth
Florida
$319K +$16.6K +235 +5%
BW
1073
BIP Wealth
Georgia
$318K +$329K +4,644 New
WAM
1074
WNY Asset Management
New York
$315K – – –
UFA
1075
US Financial Advisors
Massachusetts
$315K – – –
41 42
43
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