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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
PPP
901
Private Portfolio Partners
New Jersey
$302K -$34.7K -525 -9%
WCM
902
WealthBridge Capital Management
Ohio
$302K -$35.5K -537 -10%
ACM
903
Alpha Capital Management
Texas
$302K – – –
SFC
904
SYM Financial Corp
Indiana
$299K +$187K +2,827 +133%
RCG
905
Regatta Capital Group
California
$298K -$19.1K -288 -6%
SC
906
Shearwater Capital
Colorado
$297K – – –
SSW
907
Stone Summit Wealth
Florida
$295K -$3.31K -50 -1%
TL
908
Tradewinds LLC
North Carolina
$295K +$324K +4,895 New
CWM
909
Chesapeake Wealth Management
Virginia
$294K -$2.65K -40 -0.8%
LGWM
910
Litman Gregory Wealth Management
California
$293K +$321K +4,852 New
CAN
911
Claraphi Advisory Network
United States
$292K -$10.6M -159,696 -97%
SFS
912
Summit Financial Strategies
Ohio
$292K +$47.4K +716 +17%
PA
913
Pinnacle Associates
New York
$291K -$275K -4,160 -46%
GKWIM
914
Gerber Kawasaki Wealth & Investment Management
California
$291K -$196K -2,955 -38%
LFG
915
Larson Financial Group
Missouri
$291K -$993 -15 -0.3%
PL
916
Plancorp LLC
Missouri
$291K – – –
MHS
917
M Holdings Securities
Oregon
$290K -$641K -9,680 -67%
HGWM
918
Horst & Graben Wealth Management
Oregon
$290K +$199 +3 +0.1%
HPWM
919
Highland Private Wealth Management
Washington
$290K +$265 +4 +0.1%
AWA
920
Amplius Wealth Advisors
Pennsylvania
$290K +$596 +9 +0.2%
TC
921
Truvestments Capital
Florida
$289K -$117K -1,765 -27%
LB
922
Legacy Bridge
Iowa
$289K -$72.8K -1,100 -19%
ACM
923
Allred Capital Management
Texas
$287K -$41.7K -630 -12%
DBT
924
Dubuque Bank & Trust
Iowa
$286K – – –
FB
925
Fulton Bank
Pennsylvania
$286K – – –
35 36
37
38 39