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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
1901
Center for Financial Planning
Michigan
$169K -$26.3K -215 -14%
HAP
1902
Harbor Asset Planning
Massachusetts
$166K +$245 +2 +0.1%
EWM
1903
Evermay Wealth Management
Virginia
$165K -$36K -294 -18%
CSWG
1904
Cardinal Strategic Wealth Guidance
Kentucky
$163K – – –
TFG
1905
Team Financial Group
California
$162K +$7.34K +60 +5%
RTL
1906
Red Tortoise LLC
Georgia
$162K – – –
WWM
1907
Wolff Wiese Magana
California
$155K -$3.06K -25 -2%
BTD
1908
BankPlus Trust Department
Mississippi
$147K +$102K +835 +235%
CT
1909
Clearstead Trust
Maine
$144K – – –
HI
1910
Horizon Investments
North Carolina
$138K +$137K +1,121 New
PWM
1911
Peck Wealth Management
New York
$138K – – –
IIL
1912
Insight Inv LLC
California
$137K -$10K -82 -7%
MAS
1913
MPWM Advisory Solutions
Georgia
$135K – – –
WBC
1914
West Branch Capital
Massachusetts
$134K +$122 +1 +0.1%
MIA
1915
Milestone Investment Advisors
Wisconsin
$133K – – –
APW
1916
Aventura Private Wealth
Florida
$131K +$122 +1 +0.1%
SC
1917
SouthState Corp
Florida
$129K -$40.4K -330 -24%
BC
1918
Bulwark Capital
Florida
$129K – – –
AG
1919
AmeriFlex Group
Nevada
$128K +$17.7K +145 +16%
HC
1920
Hoese & Co
Minnesota
$127K – – –
IAS
1921
IMA Advisory Services
Colorado
$127K – – –
RIA
1922
Realta Investment Advisors
Delaware
$126K -$490 -4 -0.4%
RFA
1923
Register Financial Advisors
Georgia
$126K -$979 -8 -0.8%
AIM
1924
Anchor Investment Management
South Carolina
$124K – – –
KFP
1925
Kerr Financial Planning
California
$124K -$122 -1 -0.1%
75 76
77
78 79