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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
WQ
1151
Wealth Quarterback
New Jersey
$214K -$37K -560 -16%
FAT
1152
First American Trust
California
$213K +$200K +3,021 New
SWM
1153
Selective Wealth Management
Virginia
$213K +$202K +3,059 New
LRIA
1154
Leonard Rickey Investment Advisors
Washington
$213K +$199K +3,016 New
SW
1155
SkyOak Wealth
Michigan
$213K +$199K +3,016 New
JCM
1156
Jag Capital Management
Missouri
$212K -$64.4K -974 -24%
JC
1157
JB Capital
Connecticut
$212K +$198K +3,002 New
1W
1158
1776 Wealth
Georgia
$211K +$198K +3,000 New
CFG
1159
Cooper Financial Group
California
$211K +$198K +2,988 New
TC
1160
Truvestments Capital
Florida
$211K -$13.1K -198 -6%
PWG
1161
Portside Wealth Group
Utah
$210K +$197K +2,982 New
AFG
1162
ABLE Financial Group
Arizona
$210K +$197K +2,980 New
TCB
1163
Texas Capital Bancshares
Texas
$210K +$197K +2,980 New
MCIA
1164
Mountain Capital Investment Advisors
Colorado
$210K -$27.7K -419 -13%
WS
1165
Wedbush Securities
California
$209K +$196K +2,960 New
RWA
1166
River Wealth Advisors
Pennsylvania
$209K -$37.6K -569 -16%
EWA
1167
Evolution Wealth Advisors
Florida
$209K +$196K +2,960 New
BA
1168
Bluesphere Advisors
Pennsylvania
$207K +$194K +2,941 New
CCG
1169
Cypress Capital Group
Florida
$206K +$194K +2,929 New
RHP
1170
Royal Harbor Partners
Texas
$206K +$193K +2,920 New
PA
1171
PSI Advisors
Florida
$204K – – –
ACP
1172
Aviance Capital Partners
Florida
$203K +$191K +2,883 New
D
1173
Diversified
Delaware
$203K -$20.2K -306 -10%
DI
1174
DFPG Investments
Utah
$203K +$186K +2,813 New
TPWM
1175
Twelve Points Wealth Management
Massachusetts
$202K +$190K +2,871 New
45 46
47
48 49