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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
USCWA
976
U.S. Capital Wealth Advisors
Texas
$915K -$1.15M -11,416 -54%
PWMG
977
Private Wealth Management Group
New Jersey
$906K -$50.4K -500 -5%
EC
978
Eaton-Cambridge
Arizona
$904K – – –
RSWA
979
Robinson Smith Wealth Advisors
Maine
$904K – – –
MA
980
Montag & Associates
Georgia
$901K +$65.7K +652 +7%
MA
981
MONECO Advisors
Connecticut
$896K -$65.1K -646 -6%
DFG
982
Delta Financial Group
New Jersey
$895K +$807 +8 +0.1%
CAWM
983
Capital A Wealth Management
Pennsylvania
$895K -$2.28M -22,614 -70%
RIL
984
Rothschild Investment LLC
Illinois
$888K +$706 +7 +0.1%
SHA
985
Seneca House Advisors
Virginia
$884K -$2.82K -28 -0.3%
CPA
986
Capital Planning Advisors
California
$883K – – –
CWMK
987
Caliber Wealth Management (Kansas)
Kansas
$881K +$956K +9,486 New
WS
988
Wedbush Securities
California
$879K +$424K +4,206 +80%
CB
989
CNB Bank
Pennsylvania
$873K – – –
ODIJL
990
One Day In July LLC
Vermont
$870K -$25K -248 -3%
JWBC
991
J.W. Burns & Co
New York
$869K – – –
BIA
992
Beacon Investment Advisors
Maryland
$867K +$942K +9,341 New
PWS
993
Proactive Wealth Strategies
Georgia
$867K +$7.16K +71 +0.8%
CWA
994
Consilio Wealth Advisors
Washington
$865K -$28.2K -280 -3%
GC
995
Garde Capital
Washington
$864K – – –
CGA
996
Crescent Grove Advisors
Illinois
$862K – – –
AWM
997
Atticus Wealth Management
Florida
$856K -$37K -367 -4%
TWC
998
TD Waterhouse Canada
Ontario, Canada
$856K -$138K -1,369 -13%
FTWA
999
Fifth Third Wealth Advisors
Ohio
$856K +$256K +2,536 +38%
SIC
1000
Sigma Investment Counselors
Michigan
$855K -$10.1K -100 -1%
38 39
40
41 42