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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
FAT
1226
First American Trust
California
$207K – – –
MCIA
1227
Mountain Capital Investment Advisors
Colorado
$207K +$425 +6 +0.2%
YCM
1228
Yousif Capital Management
Michigan
$207K +$214K +3,020 New
RCG
1229
Regatta Capital Group
California
$207K -$42K -594 -16%
CCMG
1230
Clark Capital Management Group
Pennsylvania
$206K -$27.2K -385 -11%
IIC
1231
Ironwood Investment Counsel
Arizona
$206K – – –
1W
1232
1776 Wealth
Georgia
$205K – – –
QC
1233
Quent Capital
New York
$204K +$16.3K +230 +8%
TC
1234
Truvestments Capital
Florida
$204K – – –
TA
1235
TrueWealth Advisors
Alabama
$204K +$211K +2,984 New
RFN
1236
RDA Financial Network
Iowa
$204K +$211K +2,983 New
TCB
1237
Texas Capital Bancshares
Texas
$204K – – –
MSAM
1238
Moloney Securities Asset Management
Missouri
$204K +$211K +2,976 New
AFG
1239
ABLE Financial Group
Arizona
$203K -$1.34K -19 -0.6%
EWA
1240
Evolution Wealth Advisors
Florida
$203K – – –
WLIM
1241
White Lighthouse Investment Management
Massachusetts
$202K -$35.4K -500 -14%
GC
1242
Gratus Capital
Georgia
$201K +$208K +2,943 New
BA
1243
Bluesphere Advisors
Pennsylvania
$201K – – –
CCG
1244
Cypress Capital Group
Florida
$200K – – –
WS
1245
Wedbush Securities
California
$200K -$2.33K -33 -1%
PA
1246
PSI Advisors
Florida
$198K – – –
KC
1247
Kenfarb & Co
Kentucky
$181K – – –
CLG
1248
Cooperman Leon G
$171K -$325K -4,587 -65%
OLVIG
1249
Oliver Lagore Vanvalin Investment Group
Michigan
$170K +$172K +2,431 +4,120%
TCOV
1250
Trust Company of Vermont
Vermont
$167K – – –
48 49
50
51 52