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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
RW
426
REDW Wealth
New Mexico
$649K – – –
HCM
427
HMS Capital Management
Tennessee
$642K – – –
PAMG
428
Patton Albertson Miller Group
Tennessee
$642K +$634K +15,784 New
FWM
429
Focused Wealth Management
New York
$636K -$37.1K -924 -6%
CCT
430
Capital City Trust
Florida
$636K – – –
FPFS
431
First Personal Financial Services
North Carolina
$634K +$52.5K +1,308 +9%
PFM
432
Parsec Financial Management
North Carolina
$633K -$33.1K -824 -5%
IB
433
Intrust Bank
Kansas
$632K -$8.03K -200 -1%
JWBC
434
J.W. Burns & Co
New York
$630K -$60.2K -1,500 -9%
RA
435
RFG Advisory
Alabama
$627K +$619K +15,412 New
RMCM
436
Reynders McVeigh Capital Management
Massachusetts
$620K -$62.7K -1,560 -9%
DY
437
Dowling & Yahnke
California
$615K -$28.1K -700 -4%
CAM
438
Concorde Asset Management
Michigan
$615K -$19.8K -492 -3%
NL
439
NWAM LLC
Washington
$614K -$219K -5,448 -27%
BCWM
440
Bartlett & Co Wealth Management
Ohio
$607K -$23.1K -576 -4%
BC
441
Bartlett & Co
Ohio
$605K -$23.1K -576 -4%
CAM
442
Cubic Asset Management
Massachusetts
$602K – – –
S
443
SignatureFD
Georgia
$596K +$454K +11,292 +335%
CMP
444
Courage Miller Partners
Virginia
$591K +$8.36K +208 +1%
SBH
445
Segall Bryant & Hamill
Illinois
$589K -$49.5K -1,232 -8%
JFG
446
JMG Financial Group
Illinois
$588K – – –
OC
447
Oakworth Capital
Alabama
$585K – – –
GFP
448
Gryphon Financial Partners
Ohio
$582K -$9.8K -244 -2%
NDSI
449
Newman Dignan & Sheerar Inc
Rhode Island
$580K – – –
PFBT
450
Parkside Financial Bank & Trust
Missouri
$577K – – –
16 17
18
19 20