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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
1001
Moors & Cabot
Massachusetts
$225K -$76 -1 -0%
KCPG
1002
Kavar Capital Partners Group
Kansas
$225K – – –
SW
1003
SkyOak Wealth
Michigan
$225K +$4.12K +54 +2%
PMFA
1004
Plante Moran Financial Advisors
Michigan
$224K – – –
CT
1005
Caldwell Trust
Florida
$223K -$29K -380 -11%
1W
1006
1776 Wealth
Georgia
$222K -$73.2K -960 -24%
ML
1007
McAdam LLC
Pennsylvania
$221K -$22.9K -301 -9%
NWS
1008
Newport Wealth Strategies
California
$221K – – –
SFO
1009
Stokes Family Office
Louisiana
$219K – – –
SIS
1010
SVB Investment Services
Utah
$219K – – –
CCFM
1011
Clear Creek Financial Management
Washington
$218K – – –
PCM
1012
Parsons Capital Management
Rhode Island
$217K – – –
SAM
1013
SP Asset Management
California
$217K +$305 +4 +0.1%
AFPL
1014
Advus Financial Partners, LLC
Florida
$216K +$197K +2,580 New
FNB
1015
Farmers National Bank
Kentucky
$212K +$253K +3,320 New
CCP
1016
Clarkston Capital Partners
Michigan
$208K – – –
IA
1017
IFG Advisory
Georgia
$207K +$214K +2,810 New
FCFC
1018
First Citizens Financial Corp
Iowa
$206K +$212K +2,785 New
TC
1019
Telemus Capital
Michigan
$205K -$2.67M -35,020 -93%
BO
1020
Bank OZK
Arkansas
$204K -$14.5K -190 -6%
SHGA
1021
Sand Hill Global Advisors
California
$204K -$9.99K -131 -5%
TFS
1022
Thoroughbred Financial Services
Tennessee
$203K -$26.3K -345 -11%
TCMP
1023
Thrive Capital Management (Pennsylvania)
Pennsylvania
$203K -$1.83K -24 -0.9%
OCPWS
1024
One Charles Private Wealth Services
Massachusetts
$203K +$209K +2,743 New
PCH
1025
PGIM Custom Harvest
New Jersey
$203K +$209K +2,743 New
39 40
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42 43