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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1326
Truvestments Capital
Florida
$225K +$925 +13 +0.4%
CCM
1327
Carlson Capital Management
Minnesota
$225K +$213K +2,999 New
TPWM
1328
Twelve Points Wealth Management
Massachusetts
$225K -$7.33K -103 -3%
TCB
1329
Texas Capital Bancshares
Texas
$224K – – –
EWA
1330
Evolution Wealth Advisors
Florida
$222K – – –
QC
1331
Quent Capital
New York
$222K -$2.63K -37 -1%
BA
1332
Bluesphere Advisors
Pennsylvania
$221K +$427 +6 +0.2%
RFN
1333
RDA Financial Network
Iowa
$221K -$3.27K -46 -2%
CCG
1334
Cypress Capital Group
Florida
$220K – – –
EP
1335
Eudaimonia Partners
Tennessee
$217K -$382K -5,360 -65%
GC
1336
Grimes & Company
Massachusetts
$217K +$206K +2,890 New
D
1337
Diversified
Delaware
$217K +$206K +2,889 New
AFAS
1338
Acorn Financial Advisory Services
Virginia
$217K -$101K -1,415 -33%
TA
1339
TrueWealth Advisors
Alabama
$215K -$8.9K -125 -4%
PA
1340
PSI Advisors
Florida
$215K -$2.85K -40 -1%
AWM
1341
Accurate Wealth Management
Florida
$213K -$24.4K -343 -11%
ESBC
1342
E.S. Barr & Co
Kentucky
$212K +$201K +2,820 New
RIM
1343
Rockbridge Investment Management
New York
$211K +$200K +2,815 New
HG
1344
Harbor Group
New Hampshire
$211K +$200K +2,807 New
QWM
1345
Quadcap Wealth Management
Texas
$211K +$200K +2,803 New
VA
1346
Vident Advisory
Georgia
$210K +$199K +2,800 New
JCM
1347
Jag Capital Management
Missouri
$210K +$199K +2,799 New
BHPW
1348
Beverly Hills Private Wealth
California
$210K -$19.2K -270 -9%
RVPG
1349
Relative Value Partners Group
$210K +$199K +2,797 New
PP
1350
Patten & Patten
Tennessee
$209K +$198K +2,782 New
52 53
54
55 56