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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
CMP
451
Courage Miller Partners
Virginia
$555K -$94.8K -2,376 -14%
FPFS
452
First Personal Financial Services
North Carolina
$554K -$1.34M -33,596 -70%
TIA
453
Tiemann Investment Advisors
California
$551K -$19.8K -496 -3%
PFBT
454
Parkside Financial Bank & Trust
Missouri
$551K – – –
FC
455
Ferris Capital
Massachusetts
$549K – – –
BSW
456
Buckingham Strategic Wealth
Missouri
$548K -$114K -2,860 -17%
GP
457
Girard Partners
Pennsylvania
$547K +$3.51K +88 +0.6%
WIC
458
Whitegate Investment Counselors
New Hampshire
$543K – – –
SCI
459
S&CO Inc
Massachusetts
$543K +$558K +14,000 New
IWP
460
Icon Wealth Partners
Texas
$540K +$63.7K +1,596 +13%
NEIRG
461
New England Investment & Retirement Group
Massachusetts
$537K +$67.7K +1,696 +14%
BA
462
Boston Advisors
Massachusetts
$523K – – –
WSFS
463
Wilmington Savings Fund Society
Delaware
$505K -$93.3K -2,340 -15%
BFM
464
Boston Financial Management
Massachusetts
$501K – – –
SC
465
Savant Capital
Illinois
$501K +$22.5K +564 +5%
TFO
466
Tarbox Family Office
California
$494K – – –
BCA
467
Berman Capital Advisors
Georgia
$487K – – –
AWM
468
AE Wealth Management
Kansas
$482K +$174K +4,356 +54%
PAG
469
Pinnacle Advisory Group
Maryland
$480K -$14K -352 -3%
BIM
470
Bridges Investment Management
Nebraska
$476K – – –
SIC
471
Sigma Investment Counselors
Michigan
$475K -$11.2K -280 -2%
CWA
472
Clarus Wealth Advisors
Arizona
$475K +$489K +12,252 New
CCM
473
Condor Capital Management
New Jersey
$466K +$68.3K +1,712 +17%
CCMD
474
Cypress Capital Management (Delaware)
Delaware
$465K – – –
AFG
475
Albion Financial Group
Utah
$464K – – –
17 18
19
20 21