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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1276
Cape Investment Advisory
Georgia
$598K +$58.7K +510 +11%
SF
1277
Seros Financial
Arizona
$598K +$115 +1 +0%
LGWM
1278
Litman Gregory Wealth Management
California
$597K – – –
VPF
1279
Vantage Point Financial
Illinois
$596K +$69.8K +607 +14%
MNA
1280
Manning & Napier Advisors
New York
$594K – – –
PMFA
1281
Plante Moran Financial Advisors
Michigan
$590K – – –
CWA
1282
Crux Wealth Advisors
California
$590K -$35.7K -310 -6%
4WM
1283
49 Wealth Management
Texas
$589K -$192K -1,673 -26%
LWM
1284
Level Wealth Management
North Carolina
$589K – – –
PNAA
1285
Pictet North America Advisors
Switzerland
$588K – – –
TCOT
1286
Trust Company of Toledo
Ohio
$588K – – –
BWL
1287
Bogart Wealth LLC
Virginia
$587K +$115 +1 +0%
JWM
1288
JGP Wealth Management
Oregon
$586K -$129K -1,121 -19%
MSFS
1289
Main Street Financial Solutions
Pennsylvania
$583K +$44.1K +383 +9%
SWA
1290
SFMG Wealth Advisors
Texas
$581K +$8.86K +77 +2%
PWMAG
1291
Pinnacle Wealth Management Advisory Group
New Jersey
$581K – – –
FWM
1292
FLP Wealth Management
Arkansas
$580K -$235K -2,042 -30%
S
1293
Sachetta
Massachusetts
$580K -$10.5K -91 -2%
FF
1294
Francis Financial
$574K +$4.6K +40 +0.8%
BAM
1295
BOS Asset Management
Illinois
$574K – – –
BFAG
1296
Blackston Financial Advisory Group
Florida
$573K -$4.95K -43 -0.9%
BTWM
1297
Baker Tilly Wealth Management
Wisconsin
$573K +$10.1K +88 +2%
HFS
1298
Howard Financial Services
Texas
$571K +$575 +5 +0.1%
VWA
1299
Visionary Wealth Advisors
Illinois
$571K +$1.96K +17 +0.4%
VH
1300
Visionary Horizons
Tennessee
$570K +$543K +4,723 New
50 51
52
53 54