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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
1W
1576
1776 Wealth
Georgia
$339K – – –
OE
1577
OFS Enterprise
Nebraska
$339K +$361K +2,998 New
CAN
1578
Capital Advisor Network
Indiana
$339K +$360K +2,996 New
WWC
1579
Waypoint Wealth Counsel
Georgia
$339K -$3.08M -25,587 -90%
ML
1580
McAdam LLC
Pennsylvania
$336K +$36.4K +303 +11%
RA
1581
Riverstone Advisors
Texas
$335K +$357K +2,965 New
DJSG
1582
D.J. St. Germain
Massachusetts
$335K -$24.2K -201 -6%
RWB
1583
RMR Wealth Builders
New Jersey
$334K -$5.89K -49 -2%
SLWM
1584
Stone Loft Wealth Management
Pennsylvania
$330K +$120 +1 +0%
GLR
1585
Great Lakes Retirement
Ohio
$329K -$271K -2,251 -44%
VBFP
1586
Valtinson Bruner Financial Planning
Minnesota
$328K +$8.78K +73 +3%
GCM
1587
G2 Capital Management
Ohio
$328K – – –
SWP
1588
Summit Wealth Partners
Florida
$328K +$348K +2,896 New
DWM
1589
Drive Wealth Management
Utah
$326K -$122K -1,012 -26%
TCTWM
1590
Three Cord True Wealth Management
Pennsylvania
$324K – – –
WAS
1591
WESPAC Advisors SoCal
California
$324K +$345K +2,867 New
SIG
1592
Sargent Investment Group
Maryland
$324K +$9.02K +75 +3%
MKC
1593
M. Kraus & Co
Vermont
$322K -$18K -150 -5%
SMC
1594
Smith, Moore & Co
Missouri
$322K +$36.9K +307 +12%
SPIA
1595
Strategic Point Investment Advisors
Rhode Island
$321K – – –
FSA
1596
Financial Services Advisory
Maryland
$321K +$44.3K +368 +15%
CWM
1597
Chemistry Wealth Management
New York
$321K +$42.5K +353 +14%
GWMIA
1598
Global Wealth Management Investment Advisory
Florida
$320K – – –
TAM
1599
Tucker Asset Management
Colorado
$319K +$14K +116 +4%
BMC
1600
Beaton Management Company
Massachusetts
$317K +$87.1K +724 +35%
62 63
64
65 66