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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
1051
Lantern Wealth Advisors
New York
$1.2M +$24.8K +203 +2%
KW
1052
KWB Wealth
California
$1.2M – – –
BBPWM
1053
Blue Bell Private Wealth Management
Pennsylvania
$1.2M +$551K +4,499 +86%
MLL
1054
Moody Lynn & Lieberson
Massachusetts
$1.2M – – –
AP
1055
Americana Partners
Texas
$1.18M -$6.85K -56 -0.6%
CFG
1056
Clayton Financial Group
Missouri
$1.18M +$416K +3,402 +55%
RA
1057
RFG Advisory
Alabama
$1.18M -$59.5K -486 -5%
JSSH
1058
J. Safra Sarasin Holding
$1.18M – – –
PFBT
1059
Parkside Financial Bank & Trust
Missouri
$1.18M -$79.1K -646 -6%
CPA
1060
Capital Planning Advisors
California
$1.17M – – –
EAM
1061
Empirical Asset Management
Massachusetts
$1.17M -$66K -539 -5%
GFA
1062
Gallagher Fiduciary Advisors
Illinois
$1.17M +$22.5K +184 +2%
IIC
1063
Ironwood Investment Counsel
Arizona
$1.16M +$31.5K +257 +3%
GJWM
1064
Gilliland Jeter Wealth Management
Arkansas
$1.16M +$221K +1,802 +24%
OC
1065
Oakworth Capital
Alabama
$1.16M -$65.8K -538 -5%
CB
1066
CNB Bank
Pennsylvania
$1.16M – – –
JWBC
1067
J.W. Burns & Co
New York
$1.16M +$50.1K +409 +5%
BFG
1068
Beacon Financial Group
Texas
$1.15M -$16.5K -135 -1%
LWPC
1069
Legacy Wealth Partners (Colorado)
Colorado
$1.15M +$1.15M +9,358 New
SHA
1070
Seneca House Advisors
Virginia
$1.15M -$20.1K -164 -2%
WPC
1071
Wedmont Private Capital
Pennsylvania
$1.15M -$61.4K -502 -5%
ACIM
1072
Azimuth Capital Investment Management
Michigan
$1.15M -$46.9K -383 -4%
CWA
1073
Consilio Wealth Advisors
Washington
$1.15M – – –
PBF
1074
Petix & Botte Financial
California
$1.15M -$33.8K -276 -3%
CIC
1075
Chilton Investment Company
Connecticut
$1.14M – – –
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