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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
976
JFS Wealth Advisors
Pennsylvania
$235K +$53K +765 +31%
HFA
977
Hoover Financial Advisors
Pennsylvania
$234K +$208 +3 +0.1%
QAM
978
QCI Asset Management
New York
$233K – – –
TCOV
979
Trust Company of Vermont
Vermont
$230K – – –
QC
980
QCM Cayman
Texas
$228K +$217K +3,131 New
AA
981
Aufman Associates
Pennsylvania
$225K – – –
TFS
982
Thoroughbred Financial Services
Tennessee
$225K – – –
WT
983
Washington Trust
Rhode Island
$225K – – –
MC
984
Moors & Cabot
Massachusetts
$222K +$211K +3,048 New
SRC
985
Shufro Rose & Co
New York
$222K +$211K +3,052 New
AWE
986
Avidian Wealth Enterprises
Texas
$222K +$211K +3,054 New
FNC
987
First National Corp
Massachusetts
$221K -$495K -7,154 -87%
KCPG
988
Kavar Capital Partners Group
Kansas
$221K -$9.28K -134 -4%
PMFA
989
Plante Moran Financial Advisors
Michigan
$220K – – –
HFS
990
Howard Financial Services
Texas
$219K +$208K +3,004 New
SW
991
SkyOak Wealth
Michigan
$217K +$4.84K +70 +2%
NWS
992
Newport Wealth Strategies
California
$217K +$207K +2,988 New
FWP
993
Firethorn Wealth Partners
Georgia
$216K +$206K +2,971 New
SFO
994
Stokes Family Office
Louisiana
$215K -$96.5K -1,394 -32%
BO
995
Bank OZK
Arkansas
$215K +$205K +2,958 New
SIS
996
SVB Investment Services
Utah
$215K +$205K +2,960 New
PCM
997
Parsons Capital Management
Rhode Island
$214K +$203K +2,940 New
CCFM
998
Clear Creek Financial Management
Washington
$214K +$204K +2,946 New
CSIC
999
Clifford Swan Investment Counsel
California
$212K +$193K +2,789 New
SHGA
1000
Sand Hill Global Advisors
California
$210K -$28.2K -407 -12%
38 39
40
41 42