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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
CPFP
1226
Clear Perspectives Financial Planning
Ohio
$13.5K -$73.6K -1,226 -84%
MIM
1227
Macroview Investment Management
Maryland
$13.2K +$60 +1 +0.4%
DWMG
1228
DB Wealth Management Group
California
$12.7K -$40.3K -671 -76%
DWA
1229
Delos Wealth Advisors
Texas
$12.2K – – –
ASBI
1230
American State Bank (Iowa)
Iowa
$11.7K – – –
VCM
1231
Versant Capital Management
Arizona
$11.7K +$12K +200 New
TFA
1232
Toth Financial Advisory
Virginia
$11.1K – – –
KFS
1233
Kelly Financial Services
Massachusetts
$9.78K – – –
YC
1234
Yarbrough Capital
Tennessee
$9.36K +$9.61K +160 New
NC
1235
NewSquare Capital
Pennsylvania
$9.13K – – –
AW
1236
Avion Wealth
Texas
$9K – – –
KIA
1237
Kraematon Investment Advisors
Massachusetts
$8.31K +$8.53K +142 New
DJSG
1238
D.J. St. Germain
Massachusetts
$7.78K +$7.99K +133 New
FMB
1239
Field & Main Bank
Kentucky
$7.49K – – –
KTC
1240
Kistler-Tiffany Companies
Pennsylvania
$7.16K -$77.9K -1,298 -91%
SC
1241
SouthState Corp
Florida
$7.02K – – –
MIFH
1242
Migdal Insurance & Financial Holdings
Israel
$7K +$7.51K +125 New
LOIP
1243
Live Oak Investment Partners
Texas
$6.08K – – –
HWMA
1244
Heritage Wealth Management (Arizona)
Arizona
$5.62K +$2.88K +48 +100%
AC
1245
AlphaCore Capital
California
$5.38K – – –
TCWA
1246
Ten Capital Wealth Advisors
Washington
$4.91K – – –
AIM
1247
Axiom Investment Management
New York
$4.86K +$4.98K +83 New
RWPA
1248
Richard W. Paul & Associates
Michigan
$4.45K +$4.56K +76 New
PFA
1249
Pathway Financial Advisers
Indiana
$3.99K +$4.08K +68 New
WPA
1250
West Paces Advisors
Georgia
$2.95K – – –
48 49
50
51 52