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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
TCG
376
Transcendent Capital Group
Oklahoma
$8.19M +$1.76M +14,672 +25%
NCM
377
Novare Capital Management
North Carolina
$8.13M -$1.07M -8,864 -11%
NP
378
NorthRock Partners
Minnesota
$8.09M +$890K +7,400 +12%
SCG
379
Sonata Capital Group
Washington
$8.07M +$233K +1,935 +3%
SW
380
Simplicity Wealth
New Jersey
$8.06M +$619K +5,145 +8%
BFG
381
Bleakley Financial Group
New Jersey
$7.98M +$726K +6,033 +9%
CWAI
382
Core Wealth Advisors (Indiana)
Indiana
$7.95M +$586K +4,872 +7%
SPAS
383
Spectrum Planning & Advisory Services
California
$7.91M +$247K +2,053 +3%
FMN
384
Financial Management Network
California
$7.79M -$453K -3,764 -5%
MCM
385
M1 Capital Management
Michigan
$7.76M -$8.83M -73,452 -52%
LWA
386
Lifelong Wealth Advisors
Minnesota
$7.71M +$718K +5,971 +10%
NCM
387
Next Capital Management
New York
$7.68M +$302K +2,512 +4%
AFW
388
Atlantic Family Wealth
Florida
$7.68M +$225K +1,867 +3%
SIAS
389
Summit Investment Advisory Services
Minnesota
$7.66M -$249K -2,074 -3%
KFP
390
KMG Fiduciary Partners
Ohio
$7.65M -$775K -6,444 -9%
BRWA
391
B. Riley Wealth Advisors
Florida
$7.63M -$452K -3,755 -5%
RSWM
392
Robertson Stephens Wealth Management
California
$7.63M +$184K +1,534 +2%
AC
393
Avestar Capital
New York
$7.62M -$55.2K -459 -0.7%
RPGK
394
Retirement Planning Group (Kansas)
Kansas
$7.61M -$532K -4,421 -6%
PRAG
395
Portfolio Resources Advisor Group
Florida
$7.58M +$122K +1,015 +2%
CPG
396
Cornerstone Planning Group
New Jersey
$7.53M +$1.95M +16,198 +39%
CAI
397
Capital Advisors Inc
Oklahoma
$7.52M -$46.3K -385 -0.6%
FFA
398
First Foundation Advisors
California
$7.52M +$624K +5,189 +8%
COCM
399
Charter Oak Capital Management
New Hampshire
$7.52M -$122K -1,016 -2%
CWM
400
Curtis Wealth Management
Nevada
$7.5M +$393K +3,271 +5%
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16
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