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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1376
Rubicon Advisors
California
$575K +$571K +4,665 New
HWM
1377
Horizon Wealth Management
Illinois
$575K +$122 +1 +0%
MCM
1378
Mengis Capital Management
Oregon
$574K -$122 -1 -0%
SFP
1379
SwitchPoint Financial Planning
Utah
$574K – – –
PWMAG
1380
Pinnacle Wealth Management Advisory Group
New Jersey
$572K -$21.1K -172 -4%
CSF
1381
Capital Squared Financial
Maryland
$572K +$4.53K +37 +0.8%
AI
1382
Accredited Investors
Minnesota
$572K – – –
CWP
1383
Curated Wealth Partners
California
$570K – – –
LG
1384
LaFleur & Godfrey
Michigan
$570K – – –
NWA
1385
New World Advisors
Massachusetts
$570K +$18.4K +150 +3%
SIG
1386
Spinnaker Investment Group
California
$568K +$56.7K +463 +11%
UW
1387
Unique Wealth
Florida
$567K +$2.08K +17 +0.4%
OCM
1388
One Capital Management
California
$566K – – –
GWA
1389
Gutierrez Wealth Advisory
Arkansas
$564K -$108K -879 -16%
GA
1390
Goldstein Advisors
Wisconsin
$561K -$114K -932 -17%
AIM
1391
Aspen Investment Management
Michigan
$561K +$557K +4,554 New
BAM
1392
BOS Asset Management
Illinois
$561K -$25.1K -205 -4%
FW
1393
Fairway Wealth
Ohio
$558K +$54.1K +442 +11%
JFGLC
1394
Johnson Financial Group LLC (Colorado)
Colorado
$557K +$553K +4,519 New
FI
1395
Financial Insights
Washington
$557K +$96.1K +785 +21%
CWA
1396
Canvas Wealth Advisors
Kansas
$555K -$6.98K -57 -1%
WPA
1397
Wealth Preservation Advisors
Tennessee
$554K – – –
BC
1398
Burney Company
Virginia
$551K +$117K +955 +27%
IWN
1399
Independent Wealth Network
Iowa
$549K +$136K +1,113 +33%
FOR
1400
Family Office Research
Maryland
$549K -$24.5K -200 -4%
54 55
56
57 58