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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
USCWA
951
U.S. Capital Wealth Advisors
Texas
$398K +$383K +4,757 New
HCM
952
Highview Capital Management
Illinois
$398K +$383K +4,758 New
SAM
953
Summit Asset Management
Tennessee
$396K – – –
LWM
954
Liberty Wealth Management
California
$393K -$477K -5,922 Closed
RWM
955
Ritholtz Wealth Management
New York
$393K -$16.5K -205 -4%
HH
956
Hilltop Holdings
Texas
$392K – – –
VWA
957
V Wealth Advisors
Kansas
$391K -$48.5K -602 -11%
BAMG
958
Brand Asset Management Group
Missouri
$391K – – –
CPSAC
959
Chas P. Smith & Associates (CPS)
Florida
$391K – – –
PCIA
960
Prime Capital Investment Advisors
Kansas
$390K +$110K +1,364 +41%
EVC
961
Eidelman Virant Capital
Missouri
$386K +$967 +12 +0.3%
ST
962
Sentinel Trust
Texas
$386K +$372K +4,618 New
SVWAG
963
Sound View Wealth Advisors Group
Georgia
$385K -$648K -8,040 -64%
FIG
964
FundX Investment Group
California
$384K -$703K -8,724 -66%
KIA
965
KCM Investment Advisors
California
$383K +$17.2K +213 +5%
QCIG
966
Quad-Cities Investment Group
Iowa
$383K +$93.9K +1,165 +34%
SB
967
Strategic Blueprint
Georgia
$382K +$368K +4,566 New
FFA
968
First Foundation Advisors
California
$377K – – –
WIC
969
Woodmont Investment Counsel
Tennessee
$376K – – –
AC
970
Apella Capital
Connecticut
$372K – – –
FEM
971
Fulcrum Equity Management
Texas
$372K +$359K +4,450 New
T
972
TrueFG
Texas
$371K – – –
VAM
973
Verity Asset Management
North Carolina
$370K -$81 -1 -0%
ETIA
974
Epic Trust Investment Advisors
Washington
$369K +$356K +4,415 New
JSW
975
Journey Strategic Wealth
New Jersey
$368K +$354K +4,400 New
37 38
39
40 41