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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1526
Petra Financial Advisors
Colorado
$465K – – –
MWAM
1527
Manhattan West Asset Management
California
$465K -$449K -3,402 -50%
CFM
1528
Compass Financial Management
Florida
$465K +$436K +3,301 New
SMC
1529
Smith, Moore & Co
Missouri
$465K +$70.8K +536 +19%
TC
1530
Town Capital
Maryland
$465K -$382K -2,891 -46%
FW
1531
Fairway Wealth
Ohio
$458K -$157K -1,192 -26%
HH
1532
Hilltop Holdings
Texas
$458K -$72.6K -550 -14%
SFS
1533
Stiles Financial Services
Minnesota
$455K – – –
NEWAS
1534
N.E.W. Advisory Services
Wisconsin
$453K -$140K -1,059 -24%
WH
1535
Willner & Heller
California
$453K +$396 +3 +0.1%
SA
1536
Stewardship Advisors
Pennsylvania
$452K +$96.9K +734 +29%
HFO
1537
Heritage Family Offices
Arizona
$452K -$18.6K -141 -4%
PEWA
1538
Pacific Excel Wealth Advisors
California
$452K -$1.01M -7,640 -70%
TA
1539
TKG Advisors
Indiana
$451K +$433K +3,282 New
HSWM
1540
Hubbell Strickland Wealth Management
Louisiana
$451K -$3.56K -27 -0.8%
CWP
1541
Cyndeo Wealth Partners
Florida
$451K +$433K +3,279 New
SI
1542
Saxon Interests
Texas
$449K -$2.77K -21 -0.6%
1WA
1543
180 Wealth Advisors
Washington
$449K -$14.9K -113 -3%
SFGP
1544
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$449K – – –
BSG
1545
Black Swift Group
Colorado
$448K – – –
OA
1546
Oasis Advisors
Iowa
$447K +$429K +3,252 New
MHWM
1547
Montz Harcus Wealth Management
Louisiana
$446K +$8.58K +65 +2%
KA
1548
KLCM Advisors
Wisconsin
$446K – – –
CPW
1549
Cove Private Wealth
New York
$445K – – –
AF
1550
Align Financial
Minnesota
$445K – – –
60 61
62
63 64