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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1226
Arkadios Wealth Advisors
Georgia
$208K +$216K +3,046 New
BAM
1227
Berkshire Asset Management
Pennsylvania
$208K – – –
FAT
1228
First American Trust
California
$207K – – –
MCIA
1229
Mountain Capital Investment Advisors
Colorado
$207K +$425 +6 +0.2%
YCM
1230
Yousif Capital Management
Michigan
$207K +$214K +3,020 New
RCG
1231
Regatta Capital Group
California
$207K -$42K -594 -16%
CCMG
1232
Clark Capital Management Group
Pennsylvania
$206K -$27.2K -385 -11%
IIC
1233
Ironwood Investment Counsel
Arizona
$206K – – –
1W
1234
1776 Wealth
Georgia
$205K – – –
QC
1235
Quent Capital
New York
$204K +$16.3K +230 +8%
TC
1236
Truvestments Capital
Florida
$204K – – –
TA
1237
TrueWealth Advisors
Alabama
$204K +$211K +2,984 New
RFN
1238
RDA Financial Network
Iowa
$204K +$211K +2,983 New
TCB
1239
Texas Capital Bancshares
Texas
$204K – – –
MSAM
1240
Moloney Securities Asset Management
Missouri
$204K +$211K +2,976 New
AFG
1241
ABLE Financial Group
Arizona
$203K -$1.34K -19 -0.6%
EWA
1242
Evolution Wealth Advisors
Florida
$203K – – –
WLIM
1243
White Lighthouse Investment Management
Massachusetts
$202K -$35.4K -500 -14%
GC
1244
Gratus Capital
Georgia
$201K +$208K +2,943 New
BA
1245
Bluesphere Advisors
Pennsylvania
$201K – – –
CCG
1246
Cypress Capital Group
Florida
$200K – – –
WS
1247
Wedbush Securities
California
$200K -$2.33K -33 -1%
PA
1248
PSI Advisors
Florida
$198K – – –
KC
1249
Kenfarb & Co
Kentucky
$181K – – –
CLG
1250
Cooperman Leon G
$171K -$325K -4,587 -65%
48 49
50
51 52