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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
UCB
1251
United Community Bank
South Carolina
$627K -$575 -5 -0.1%
CAG
1252
Curtis Advisory Group
California
$625K – – –
OWA
1253
Oak Wealth Advisors
Illinois
$624K -$345 -3 -0.1%
EWM
1254
Evolution Wealth Management
Florida
$624K +$10.9K +95 +2%
UAG
1255
United Advisor Group
Ohio
$623K +$24.6K +214 +4%
PCI
1256
Planning Center Inc
Illinois
$620K -$106K -920 -15%
PL
1257
Parthenon LLC
Kentucky
$620K – – –
NRC
1258
New Republic Capital
North Carolina
$618K -$16K -139 -3%
SWM
1259
Segment Wealth Management
Texas
$615K -$38K -330 -6%
VCA
1260
Verdence Capital Advisors
Maryland
$615K -$17.6K -153 -3%
LAM
1261
Lifestyle Asset Management
Texas
$614K -$495K -4,306 -46%
AWM
1262
Accurate Wealth Management
Florida
$613K +$8.17K +71 +1%
FRA
1263
Front Row Advisors
California
$612K – – –
GWA
1264
Genesis Wealth Advisors
Massachusetts
$611K -$11.5K -100 -2%
V
1265
VeraBank
Texas
$611K – – –
FM
1266
Family Management
New York
$610K – – –
EW
1267
Enzi Wealth
Texas
$610K -$17.6K -153 -3%
WCM
1268
WealthBridge Capital Management
Ohio
$608K – – –
FC
1269
Fusion Capital
South Carolina
$608K -$5.29K -46 -0.9%
RMAM
1270
Raab & Moskowitz Asset Management
New Jersey
$604K +$126K +1,096 +28%
G
1271
GenTrust
Florida
$604K – – –
VC
1272
Vicus Capital
Pennsylvania
$602K -$805 -7 -0.1%
CIA
1273
Cape Investment Advisory
Georgia
$598K +$58.7K +510 +11%
SF
1274
Seros Financial
Arizona
$598K +$115 +1 +0%
LGWM
1275
Litman Gregory Wealth Management
California
$597K – – –
49 50
51
52 53