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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
1151
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$215K -$50.6K -765 -20%
BAM
1152
Berkshire Asset Management
Pennsylvania
$214K +$201K +3,040 New
WQ
1153
Wealth Quarterback
New Jersey
$214K -$37K -560 -16%
FAT
1154
First American Trust
California
$213K +$200K +3,021 New
SWM
1155
Selective Wealth Management
Virginia
$213K +$202K +3,059 New
LRIA
1156
Leonard Rickey Investment Advisors
Washington
$213K +$199K +3,016 New
SW
1157
SkyOak Wealth
Michigan
$213K +$199K +3,016 New
JCM
1158
Jag Capital Management
Missouri
$212K -$64.4K -974 -24%
JC
1159
JB Capital
Connecticut
$212K +$198K +3,002 New
1W
1160
1776 Wealth
Georgia
$211K +$198K +3,000 New
CFG
1161
Cooper Financial Group
California
$211K +$198K +2,988 New
TC
1162
Truvestments Capital
Florida
$211K -$13.1K -198 -6%
PWG
1163
Portside Wealth Group
Utah
$210K +$197K +2,982 New
AFG
1164
ABLE Financial Group
Arizona
$210K +$197K +2,980 New
TCB
1165
Texas Capital Bancshares
Texas
$210K +$197K +2,980 New
MCIA
1166
Mountain Capital Investment Advisors
Colorado
$210K -$27.7K -419 -13%
WS
1167
Wedbush Securities
California
$209K +$196K +2,960 New
RWA
1168
River Wealth Advisors
Pennsylvania
$209K -$37.6K -569 -16%
EWA
1169
Evolution Wealth Advisors
Florida
$209K +$196K +2,960 New
BA
1170
Bluesphere Advisors
Pennsylvania
$207K +$194K +2,941 New
CCG
1171
Cypress Capital Group
Florida
$206K +$194K +2,929 New
RHP
1172
Royal Harbor Partners
Texas
$206K +$193K +2,920 New
PA
1173
PSI Advisors
Florida
$204K – – –
ACP
1174
Aviance Capital Partners
Florida
$203K +$191K +2,883 New
D
1175
Diversified
Delaware
$203K -$20.2K -306 -10%
45 46
47
48 49