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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1226
Aureum Wealth Management
Florida
$799K +$793K +6,483 New
PEWA
1227
Pacific Excel Wealth Advisors
California
$795K +$790K +6,453 New
WIC
1228
Woodmont Investment Counsel
Tennessee
$790K -$15.1K -123 -2%
OWMIAS
1229
One Wealth Management Investment & Advisory Services
Florida
$790K -$8.69K -71 -1%
IPW
1230
Intergy Private Wealth
Colorado
$789K – – –
TI
1231
tru Independence
Oregon
$789K +$245 +2 +0%
AGWCA
1232
Annis Gardner Whiting Capital Advisors
Florida
$789K +$76.9K +628 +11%
BAAM
1233
Baker Avenue Asset Management
California
$787K – – –
CB
1234
Community Bank
New York
$785K – – –
WJWM
1235
Williams Jones Wealth Management
New York
$781K – – –
CWP
1236
Clark Wealth Partners
Illinois
$781K – – –
DWM
1237
Dakota Wealth Management
Florida
$780K +$113K +924 +17%
GIA
1238
Guyasuta Investment Advisors
Pennsylvania
$779K – – –
BTWM
1239
Baker Tilly Wealth Management
Wisconsin
$779K +$193K +1,573 +33%
ICMM
1240
Integrated Capital Management (Michigan)
Michigan
$778K +$857 +7 +0.1%
WA1
1241
Wimmer Associates 1
California
$777K – – –
FT
1242
Fiduciary Trust
Massachusetts
$775K -$398K -3,254 -34%
JSW
1243
Journey Strategic Wealth
New Jersey
$772K -$19.7K -161 -3%
MWA
1244
Monograph Wealth Advisors
California
$771K – – –
MCA
1245
Midwest Capital Advisors
Michigan
$770K +$734 +6 +0.1%
AFG
1246
ABLE Financial Group
Arizona
$770K +$28.3K +231 +4%
CG
1247
Caprock Group
Idaho
$768K -$70.7K -578 -8%
PFA
1248
Pinnacle Family Advisors
Missouri
$767K -$35K -286 -4%
MFP
1249
Meramec Financial Planners
Missouri
$767K +$774K +6,326 New
LEA
1250
Legacy Edge Advisors
New York
$767K -$22K -180 -3%
48 49
50
51 52