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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
EIA
1801
Edgemoor Investment Advisors
Maryland
$220K -$25.1K -209 -10%
DPW
1802
DiNuzzo Private Wealth
Pennsylvania
$219K – – –
EGA
1803
E&G Advisors
Texas
$219K +$12K +100 +5%
DFC
1804
DB Fitzpatrick & Co
Idaho
$219K -$11.5K -96 -5%
FBFS
1805
First Business Financial Services
Wisconsin
$219K – – –
WG
1806
Wellington Group
Indiana
$219K +$193K +1,605 +489%
WIC
1807
Willis Investment Counsel
Georgia
$218K – – –
PAW
1808
Plan A Wealth
Nebraska
$217K – – –
IW
1809
Imprint Wealth
South Carolina
$217K – – –
CCC
1810
Compass Capital Corp
Massachusetts
$215K +$193K +1,603 New
BDF
1811
Black Diamond Financial
Maryland
$215K +$229K +1,901 New
KI
1812
KTF Investments
California
$215K -$12K -100 -5%
FAG
1813
Fortitude Advisory Group
Washington
$215K – – –
ZBNA
1814
Zions Bancorporation, National Association
Utah
$214K – – –
JWM
1815
Jacksonville Wealth Management
Florida
$214K +$227K +1,890 New
APW
1816
Axim Planning & Wealth
Ohio
$214K -$3.97K -33 -2%
TFP
1817
TrueWealth Financial Partners
Washington
$213K +$226K +1,883 New
MFPI
1818
Midwest Financial Partners Investments
Minnesota
$213K – – –
PPWP
1819
Premier Path Wealth Partners
New Jersey
$213K – – –
CAM
1820
Covenant Asset Management
New Jersey
$211K – – –
IWM
1821
Inlight Wealth Management
Georgia
$211K – – –
IP
1822
Ignite Planners
California
$210K -$10.6K -88 -5%
WTA
1823
Washington Trust Advisors
Massachusetts
$210K – – –
IWA
1824
Independent Wealth Advisors
North Carolina
$210K +$223K +1,852 New
RWM
1825
Rockline Wealth Management
New York
$208K – – –
71 72
73
74 75