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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
501
Smith Capital Management
Arkansas
$930K – – –
BCP
502
Blue Chip Partners
Michigan
$926K +$887K +19,136 New
NEPWA
503
New England Private Wealth Advisors
Massachusetts
$909K -$11.7K -252 -1%
JWM
504
JGP Wealth Management
Oregon
$909K +$28K +604 +3%
TF
505
Tompkins Financial
New York
$898K -$29.1K -628 -3%
HCMNY
506
Howard Capital Management (New York)
New York
$893K -$4.63K -100 -0.5%
BP
507
Ballentine Partners
Massachusetts
$882K – – –
LWAC
508
Laurel Wealth Advisors (California)
California
$867K +$322K +6,948 +63%
WP
509
WealthShield Partners
North Carolina
$862K +$158K +3,404 +24%
CWC
510
Carolinas Wealth Consulting
North Carolina
$862K +$825K +17,808 New
CFD
511
Creative Financial Designs
Indiana
$861K -$5.26M -113,532 -87%
KIG
512
Kessler Investment Group
Indiana
$859K -$18.7K -404 -2%
LHC
513
Little House Capital
Massachusetts
$853K -$53K -1,144 -6%
FPFS
514
First Personal Financial Services
North Carolina
$853K -$44.5K -960 -5%
KPCM
515
Kings Point Capital Management
New York
$853K – – –
BEI
516
Benjamin Edwards Inc
Missouri
$852K -$271K -5,840 -25%
PFBT
517
Parkside Financial Bank & Trust
Missouri
$852K +$8.53K +184 +1%
LWP
518
Legacy Wealth Planning
Nevada
$851K +$815K +17,580 New
MBT
519
Montecito Bank & Trust
California
$842K – – –
JFA
520
JNBA Financial Advisors
Minnesota
$841K -$49.7K -1,072 -6%
PCG
521
Private Capital Group
Connecticut
$836K -$1.08M -23,208 -57%
MA
522
MONECO Advisors
Connecticut
$836K -$6.49K -140 -0.8%
WAM
523
Wallington Asset Management
Indiana
$833K – – –
FCBT
524
First Citizens Bank & Trust
North Carolina
$833K +$482K +10,400 +153%
BRWM
525
B. Riley Wealth Management
Tennessee
$832K -$126K -2,728 -14%
19 20
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