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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
GRWP
1826
Green Ridge Wealth Planning
New Jersey
$250K – – –
TWM
1827
Trinity Wealth Management
Pennsylvania
$250K +$240K +1,817 New
APW
1828
Aventura Private Wealth
Florida
$250K -$29.2K -221 -11%
BL
1829
BFSG LLC
California
$249K – – –
MWM
1830
MinichMacGregor Wealth Management
New York
$249K +$239K +1,812 New
APW
1831
Axim Planning & Wealth
Ohio
$249K -$10.4K -79 -4%
AWM
1832
Abound Wealth Management
Tennessee
$249K +$132 +1 +0.1%
KCAM
1833
Kagan Cocozza Asset Management
New Jersey
$249K – – –
KI
1834
KTF Investments
California
$248K -$13.2K -100 -5%
CPA
1835
Cardiff Park Advisors
California
$247K – – –
CAM
1836
Covenant Asset Management
New Jersey
$247K -$10K -76 -4%
TCP
1837
TMB Capital Partners
Arkansas
$244K -$53K -401 -18%
SCM
1838
Schnieders Capital Management
California
$244K +$234K +1,775 New
GSIS
1839
Global Strategic Investment Solutions
Arizona
$244K +$264 +2 +0.1%
PWM
1840
Pines Wealth Management
North Carolina
$244K +$234K +1,772 New
WA
1841
WESPAC Advisors
California
$243K -$35.7K -270 -13%
KFC
1842
Klingenstein Fields & Co
New York
$243K +$233K +1,765 New
PAM
1843
Pacific Asset Management
Washington
$243K +$233K +1,765 New
FIB
1844
First Interstate Bank
Montana
$242K +$232K +1,759 New
FVWA
1845
Foster Victor Wealth Advisors
South Carolina
$242K -$13.5K -102 -5%
IW
1846
Imprint Wealth
South Carolina
$242K -$21.3K -161 -8%
BIG
1847
Builder Investment Group
Georgia
$242K +$232K +1,756 New
OPWM
1848
Oregon Pacific Wealth Management
Oregon
$241K -$26.7K -202 -10%
BWM
1849
Braeburn Wealth Management
Michigan
$240K -$3.43K -26 -1%
AWA
1850
Acorn Wealth Advisors
Michigan
$240K -$37.1K -281 -14%
72 73
74
75 76