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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
1251
Ellevest Inc
New York
$270K – – –
PPW
1252
Parcion Private Wealth
Washington
$269K +$255K +3,584 New
BAMG
1253
Brand Asset Management Group
Missouri
$269K -$50.9K -715 -17%
HB
1254
HTLF Bank
Colorado
$269K +$255K +3,579 New
CP
1255
Coho Partners
Pennsylvania
$265K – – –
RW
1256
RVW Wealth
California
$265K – – –
CP
1257
Covenant Partners
Tennessee
$264K -$24.9K -350 -9%
KF
1258
KKM Financial
Illinois
$263K +$249K +3,500 New
BC
1259
Burney Company
Virginia
$262K – – –
WHG
1260
Westwood Holdings Group
Texas
$262K -$36.4K -512 -13%
SI
1261
Saxon Interests
Texas
$261K +$248K +3,478 New
LAS
1262
Lloyd Advisory Services
Georgia
$261K +$247K +3,477 New
TCG
1263
Transcendent Capital Group
Oklahoma
$261K +$247K +3,474 New
MSAM
1264
Moloney Securities Asset Management
Missouri
$261K +$35.4K +498 +17%
PWPS
1265
Pinnacle Wealth Planning Services
Ohio
$261K -$122K -1,712 -33%
AWA
1266
Arkadios Wealth Advisors
Georgia
$259K +$29K +407 +13%
HSWM
1267
Hubbell Strickland Wealth Management
Louisiana
$259K +$2.85K +40 +1%
NL
1268
Navalign LLC
California
$258K – – –
WIM
1269
WealthPlan Investment Management
Nebraska
$258K -$19.2K -270 -7%
PFA
1270
Petra Financial Advisors
Colorado
$258K – – –
ACM
1271
Alpha Capital Management
Texas
$258K -$70K -984 -22%
BBNA
1272
Bremer Bank National Association
Minnesota
$257K – – –
ACG
1273
Allen Capital Group
Nebraska
$257K +$11K +155 +5%
OC
1274
Oarsman Capital
Wisconsin
$256K +$4.98K +70 +2%
ATWA
1275
Arbor Trust Wealth Advisors
Michigan
$255K +$1.5K +21 +0.6%
49 50
51
52 53