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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
426
Alerus Financial
North Dakota
$899K -$209K -5,172 -18%
SPIA
427
Strategic Point Investment Advisors
Rhode Island
$895K +$47.9K +1,184 +5%
HTC
428
Haverford Trust Company
Pennsylvania
$888K – – –
LHC
429
Little House Capital
Massachusetts
$883K +$949K +23,440 New
TCM
430
Tradition Capital Management
New Jersey
$869K +$16.2K +400 +2%
MBT
431
Montecito Bank & Trust
California
$868K +$228K +5,640 +32%
CTC
432
Central Trust Company
Missouri
$861K – – –
WANY
433
Wealthspire Advisors (New York)
New York
$861K +$925K +22,848 New
A
434
AdvicePeriod
California
$856K – – –
ACM
435
Azimuth Capital Management
Michigan
$851K +$486 +12 +0.1%
W
436
Wealthquest
Ohio
$840K +$903K +22,308 New
KP
437
Keel Point
Alabama
$839K +$98.9K +2,444 +12%
BCM
438
Brasada Capital Management
Texas
$833K -$118K -2,916 -12%
NL
439
NWAM LLC
Washington
$817K +$265K +6,560 +43%
FWM
440
Frontier Wealth Management
Missouri
$785K -$186K -4,596 -18%
FNT
441
First National Trust
Pennsylvania
$781K -$131K -3,248 -14%
DAS
442
Dynamic Advisor Solutions
Arizona
$781K +$312K +7,700 +65%
PFBT
443
Parkside Financial Bank & Trust
Missouri
$774K +$116K +2,860 +16%
FPS
444
Fieldpoint Private Securities
Connecticut
$772K -$3.88K -96 -0.5%
SCM
445
Smith Capital Management
Arkansas
$765K +$822K +20,304 New
CAM
446
Concorde Asset Management
Michigan
$762K +$70.4K +1,740 +9%
FCI
447
Financial Counselors Inc
Kansas
$760K +$75.6K +1,868 +10%
CA
448
Cornerstone Advisory
Maryland
$754K -$8.09K -200 -1%
FA
449
Fiducient Advisors
Illinois
$753K +$5.02K +124 +0.6%
BFO
450
Boston Family Office
Massachusetts
$743K – – –
16 17
18
19 20