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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
1401
Carmichael Hill & Associates
Maryland
$289K -$10.2K -111 -4%
FAT
1402
First American Trust
California
$289K – – –
D
1403
Diversified
Delaware
$289K +$185 +2 +0.1%
DE
1404
Diversified Enterprises
Delaware
$289K +$278K +3,015 New
ARC
1405
Advisor Resource Council
Texas
$288K +$278K +3,012 New
VDI
1406
Vaughan David Investments
Illinois
$288K – – –
1W
1407
1776 Wealth
Georgia
$287K – – –
CWM
1408
Core Wealth Management
Florida
$287K – – –
SWM
1409
Shelton Wealth Management
Texas
$287K +$92 +1 +0%
MWM
1410
Mascoma Wealth Management
New Hampshire
$286K -$138K -1,500 -33%
DIM
1411
Delta Investment Management
California
$286K -$92 -1 -0%
BA
1412
Bluesphere Advisors
Pennsylvania
$284K +$185 +2 +0.1%
ACM
1413
AlphaStar Capital Management
North Carolina
$284K +$273K +2,962 New
BMWM
1414
Brown Miller Wealth Management
Virginia
$283K -$243K -2,629 -47%
CWM
1415
Chesapeake Wealth Management
Virginia
$283K -$4.62K -50 -2%
QC
1416
Quent Capital
New York
$283K +$92 +1 +0%
LMKC
1417
L.M. Kohn & Company
Ohio
$283K +$50.6K +548 +23%
HVIA
1418
Hudson Valley Investment Advisors
New York
$282K -$41.5K -450 -13%
NCG
1419
Newport Capital Group
New Jersey
$281K +$271K +2,934 New
CCG
1420
Cypress Capital Group
Florida
$280K – – –
GC
1421
Grimes & Company
Massachusetts
$280K +$2.95K +32 +1%
GFG
1422
Greystone Financial Group
Michigan
$280K +$270K +2,921 New
RCG
1423
Regatta Capital Group
California
$279K -$10.2K -110 -4%
BAMG
1424
Brand Asset Management Group
Missouri
$278K – – –
1WM
1425
1900 Wealth Management
Texas
$277K – – –
55 56
57
58 59