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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
UFA
1226
US Financial Advisors
Massachusetts
$349K -$28K -349 -8%
AWMNH
1227
Arcadia Wealth Management (New Hampshire)
New Hampshire
$344K +$8.28K +103 +3%
HAS
1228
Holland Advisory Services
Florida
$343K +$321 +4 +0.1%
AAS
1229
Annex Advisory Services
Wisconsin
$342K +$22.3K +277 +7%
BW
1230
BIP Wealth
Georgia
$342K +$80 +1 +0%
ZF
1231
Zhang Financial
Michigan
$341K -$1.61K -20 -0.5%
RFN
1232
RDA Financial Network
Iowa
$340K +$87.7K +1,092 +37%
LSPW
1233
Lake Street Private Wealth
Illinois
$340K +$28.5K +355 +10%
MWM
1234
Melfa Wealth Management
Massachusetts
$340K +$323K +4,025 New
MFG
1235
MidWestOne Financial Group
Iowa
$339K – – –
RWM
1236
Ritholtz Wealth Management
New York
$338K -$20.5K -255 -6%
HFS
1237
Howard Financial Services
Texas
$338K -$20.1K -250 -6%
GPA
1238
Garrison Point Advisors
California
$338K – – –
HNWAG
1239
High Net Worth Advisory Group
Florida
$338K – – –
SL
1240
Summitry LLC
California
$338K +$321K +4,000 New
CFSG
1241
Community Financial Services Group
Vermont
$337K +$320K +3,988 New
VBFG
1242
Vishria Bird Financial Group
Tennessee
$335K – – –
SIM
1243
Stratos Investment Management
Ohio
$332K +$316K +3,933 New
MW
1244
Marcum Wealth
Ohio
$332K -$456K -5,672 -59%
CA
1245
Crewe Advisors
Utah
$330K +$111K +1,385 +55%
PWPS
1246
Pinnacle Wealth Planning Services
Ohio
$329K +$33.7K +420 +12%
CWA
1247
Canvas Wealth Advisors
Kansas
$328K – – –
HA
1248
HFG Advisors
Ohio
$328K -$38.6K -480 -11%
CCA
1249
Clarity Capital Advisors
Florida
$328K +$321 +4 +0.1%
AWM
1250
Affinity Wealth Management
Delaware
$325K – – –
48 49
50
51 52