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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
FI
1501
Financial Insights
Washington
$485K – – –
RW
1502
RVW Wealth
California
$485K -$83.1K -629 -15%
PIFP
1503
Partners in Financial Planning
Virginia
$483K +$132 +1 +0%
BBA
1504
BLB&B Advisors
Pennsylvania
$481K +$62.9K +476 +16%
6SA
1505
6th Street Advisors
Alabama
$480K – – –
NFA
1506
Northwest Financial Advisors
Virginia
$479K – – –
LFG
1507
Larson Financial Group
Missouri
$479K +$17.2K +130 +4%
EPW
1508
Evolve Private Wealth
California
$478K +$198K +1,498 +76%
SRWM
1509
Shira Ridge Wealth Management
California
$478K +$32.1K +243 +8%
QC
1510
Quent Capital
New York
$477K +$95.9K +726 +26%
NOI
1511
Newton One Investments
Delaware
$477K -$30.6K -232 -6%
HIS
1512
Harvest Investment Services
Illinois
$475K -$1.78M -13,466 -80%
EIP
1513
Essential Investment Partners
Colorado
$474K – – –
SFA
1514
Salus Financial Advisors
Colorado
$473K – – –
PRP
1515
Peak Retirement Planning
Ohio
$473K +$5.02K +38 +1%
LCGC
1516
Legacy Capital Group California
California
$472K -$426K -3,223 -48%
NS
1517
NBC Securities
Alabama
$471K +$3.3K +25 +0.7%
PIM
1518
Pullen Investment Management
Florida
$471K – – –
WPP
1519
Whalerock Point Partners
Rhode Island
$471K – – –
SFWA
1520
Summit Financial Wealth Advisors
Louisiana
$471K – – –
ISL
1521
Ingalls & Snyder LLC
New York
$469K – – –
IWS
1522
Integrity Wealth Solutions
Colorado
$468K +$7.92K +60 +2%
CWA
1523
Crux Wealth Advisors
California
$468K -$9.77K -74 -2%
PGA
1524
Portland Global Advisors
Maine
$467K – – –
MCIA
1525
Mountain Capital Investment Advisors
Colorado
$467K +$4.36K +33 +1%
59 60
61
62 63