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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
1751
Inlight Wealth Management
Georgia
$211K – – –
LI
1752
LifeWealth Investments
Florida
$210K +$200K +1,743 New
OC
1753
Optima Capital
Oregon
$210K +$200K +1,742 New
OPPS
1754
Obsidian Personal Planning Solutions
Maryland
$209K +$193K +1,678 New
SPWM
1755
Straight Path Wealth Management
Michigan
$209K +$199K +1,734 New
PWM
1756
Prosperity Wealth Management
California
$208K +$199K +1,726 New
NWM
1757
Nova Wealth Management
Florida
$208K -$21.4K -186 -10%
WFL
1758
Wealth Forward LLC
North Dakota
$208K +$198K +1,720 New
ZIM
1759
Zacks Investment Management
Illinois
$207K +$198K +1,718 New
LW
1760
Linscomb Wealth
Texas
$207K +$197K +1,715 New
MA
1761
Maxele Advisors
Missouri
$207K +$197K +1,715 New
HWM
1762
HRC Wealth Management
Idaho
$207K +$197K +1,714 New
SAS
1763
SMI Advisory Services
Indiana
$207K +$196K +1,708 New
NRI
1764
NFP Retirement Inc
California
$206K +$197K +1,709 New
SWA
1765
Strata Wealth Advisors
Texas
$206K +$197K +1,709 New
WDG
1766
Wealth Dimensions Group
Ohio
$203K +$193K +1,682 New
GA
1767
Greenspring Advisors
Maryland
$203K +$193K +1,680 New
CWP
1768
Cyndeo Wealth Partners
Florida
$202K -$41.3K -359 -18%
WFP
1769
Wrenne Financial Planning
Kentucky
$202K +$192K +1,670 New
M
1770
MATAURO
New York
$201K +$192K +1,668 New
BHWM
1771
Beaird Harris Wealth Management
Texas
$201K – – –
ADL
1772
Asset Dedication LLC
California
$198K -$80.3K -698 -30%
EWM
1773
Evermay Wealth Management
Virginia
$197K -$6.9K -60 -4%
GWSG
1774
GPS Wealth Strategies Group
Colorado
$195K +$27.8K +242 +18%
APW
1775
Atlantic Private Wealth
North Carolina
$192K -$1.96K -17 -1%
69 70
71
72 73