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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
WPW
1801
Waldron Private Wealth
Pennsylvania
$242K – – –
EPW
1802
Evolve Private Wealth
California
$242K +$240K +1,961 New
IP
1803
Ignite Planners
California
$241K +$10.8K +88 +5%
AA
1804
Aire Advisors
California
$241K – – –
FNBOMD
1805
First National Bank of Mount Dora
Florida
$240K – – –
VWA
1806
VSM Wealth Advisory
Maryland
$240K +$245 +2 +0.1%
TI
1807
Tidal Investments
Wisconsin
$240K – – –
CWM
1808
Centric Wealth Management
Illinois
$240K +$122 +1 +0.1%
DPW
1809
DiNuzzo Private Wealth
Pennsylvania
$239K – – –
FBFS
1810
First Business Financial Services
Wisconsin
$238K – – –
WIC
1811
Willis Investment Counsel
Georgia
$238K – – –
BA
1812
Bluesphere Advisors
Pennsylvania
$238K – – –
APW
1813
Axim Planning & Wealth
Ohio
$237K -$31.5K -257 -12%
PAW
1814
Plan A Wealth
Nebraska
$237K – – –
IW
1815
Imprint Wealth
South Carolina
$236K -$545K -4,451 -70%
BTIM
1816
BancFirst Trust & Investment Management
Oklahoma
$235K – – –
PGF
1817
Plan Group Financial
Oklahoma
$235K -$43.7K -357 -16%
FAG
1818
Fortitude Advisory Group
Washington
$234K – – –
PWM
1819
Proathlete Wealth Management
Florida
$234K -$16.4K -134 -7%
ZBNA
1820
Zions Bancorporation, National Association
Utah
$233K – – –
CC
1821
Chicago Capital
Illinois
$232K -$49.6K -405 -18%
RFG
1822
REAP Financial Group
Texas
$232K -$17.1K -140 -7%
MFPI
1823
Midwest Financial Partners Investments
Minnesota
$232K +$230K +1,880 New
PPWP
1824
Premier Path Wealth Partners
New Jersey
$232K – – –
BMM
1825
Berkshire Money Management
Massachusetts
$231K +$229K +1,875 New
71 72
73
74 75