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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
DY
501
Dowling & Yahnke
California
$624K -$15.6K -380 -3%
CB
502
Community Bank
New York
$622K +$2.46K +60 +0.4%
GFP
503
Gryphon Financial Partners
Ohio
$617K – – –
BA
504
Boston Advisors
Massachusetts
$616K +$41K +1,000 +8%
RPC
505
Rossmore Private Capital
Connecticut
$615K +$584K +14,264 New
TSS
506
Two Sigma Securities
New York
$615K +$585K +14,268 New
FC
507
Ferris Capital
Massachusetts
$610K – – –
LFG
508
LifePlan Financial Group
Ohio
$609K -$9.67K -236 -2%
LNC
509
Lincoln National Corp
Pennsylvania
$607K +$150K +3,652 +35%
TFGT
510
TS Financial Group (TSFG)
Illinois
$602K +$573K +13,976 New
MWA
511
Martel Wealth Advisors
Washington
$600K -$3.44K -84 -0.6%
BS
512
Boenning & Scattergood
Pennsylvania
$599K +$163K +3,968 +40%
JWBC
513
J.W. Burns & Co
New York
$597K -$16.4K -400 -3%
NDSI
514
Newman Dignan & Sheerar Inc
Rhode Island
$596K -$9.67K -236 -2%
CAM
515
Cubic Asset Management
Massachusetts
$595K – – –
LWANC
516
Laurel Wealth Advisors (North Carolina)
North Carolina
$585K – – –
AWM
517
Altium Wealth Management
New York
$582K +$4.92K +120 +0.9%
WIC
518
Whitegate Investment Counselors
New Hampshire
$579K -$14.6K -356 -3%
AIA
519
Arbor Investment Advisors
North Carolina
$578K +$94.9K +2,316 +21%
JFG
520
JMG Financial Group
Illinois
$569K -$51.6K -1,260 -9%
HSA
521
HBK Sorce Advisory
Pennsylvania
$563K +$65.6K +1,600 +14%
WP
522
WealthShield Partners
North Carolina
$561K -$206K -5,040 -28%
KWM
523
Kingsview Wealth Management
Oregon
$560K +$100K +2,448 +23%
TI
524
Truepoint Inc
Ohio
$559K – – –
RMCM
525
Reynders McVeigh Capital Management
Massachusetts
$554K -$98.3K -2,400 -16%
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