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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
MIA
1226
MainStreet Investment Advisors
Illinois
$351K – – –
CFP
1227
Catalyst Financial Partners
Massachusetts
$349K -$11.4K -142 -3%
UFA
1228
US Financial Advisors
Massachusetts
$349K -$28K -349 -8%
AWMNH
1229
Arcadia Wealth Management (New Hampshire)
New Hampshire
$344K +$8.28K +103 +3%
HAS
1230
Holland Advisory Services
Florida
$343K +$321 +4 +0.1%
AAS
1231
Annex Advisory Services
Wisconsin
$342K +$22.3K +277 +7%
BW
1232
BIP Wealth
Georgia
$342K +$80 +1 +0%
ZF
1233
Zhang Financial
Michigan
$341K -$1.61K -20 -0.5%
RFN
1234
RDA Financial Network
Iowa
$340K +$87.7K +1,092 +37%
LSPW
1235
Lake Street Private Wealth
Illinois
$340K +$28.5K +355 +10%
MWM
1236
Melfa Wealth Management
Massachusetts
$340K +$323K +4,025 New
MFG
1237
MidWestOne Financial Group
Iowa
$339K – – –
RWM
1238
Ritholtz Wealth Management
New York
$338K -$20.5K -255 -6%
HFS
1239
Howard Financial Services
Texas
$338K -$20.1K -250 -6%
GPA
1240
Garrison Point Advisors
California
$338K – – –
HNWAG
1241
High Net Worth Advisory Group
Florida
$338K – – –
SL
1242
Summitry LLC
California
$338K +$321K +4,000 New
CFSG
1243
Community Financial Services Group
Vermont
$337K +$320K +3,988 New
VBFG
1244
Vishria Bird Financial Group
Tennessee
$335K – – –
SIM
1245
Stratos Investment Management
Ohio
$332K +$316K +3,933 New
MW
1246
Marcum Wealth
Ohio
$332K -$456K -5,672 -59%
CA
1247
Crewe Advisors
Utah
$330K +$111K +1,385 +55%
PWPS
1248
Pinnacle Wealth Planning Services
Ohio
$329K +$33.7K +420 +12%
CWA
1249
Canvas Wealth Advisors
Kansas
$328K – – –
HA
1250
HFG Advisors
Ohio
$328K -$38.6K -480 -11%
48 49
50
51 52