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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
D
501
Dentgroup
Louisiana
$1.35M -$44.4K -727 -3%
AIG
502
American International Group
New York
$1.34M -$1.49M -24,300 -54%
KWM
503
Kaydan Wealth Management
Michigan
$1.33M – – –
KFP
504
KMG Fiduciary Partners
Ohio
$1.33M +$1.27M +20,833 New
SFG
505
Summit Financial Group
West Virginia
$1.32M -$3.36K -55 -0.3%
BTWM
506
Baker Tilly Wealth Management
Wisconsin
$1.31M +$906K +14,814 +257%
ACM
507
Advisors Capital Management
New Jersey
$1.31M -$134K -2,184 -10%
MGWM
508
Marks Group Wealth Management
Minnesota
$1.3M +$489 +8 +0%
FNBTCON
509
First National Bank & Trust Co of Newtown
Pennsylvania
$1.3M – – –
E
510
ETFidea
New York
$1.3M -$56.4K -923 -4%
HCP
511
Holt Capital Partners
Texas
$1.28M – – –
BF
512
Blankinship & Foster
California
$1.28M -$238K -3,900 -16%
AC
513
AWM Capital
Arizona
$1.28M +$353K +5,776 +41%
BFO
514
Boston Family Office
Massachusetts
$1.26M – – –
SFS
515
Sowell Financial Services
Arkansas
$1.26M +$15.7K +257 +1%
OAM
516
Oppenheimer Asset Management
New York
$1.25M -$42.4K -693 -3%
PFGIA
517
Patriot Financial Group Insurance Agency
Massachusetts
$1.24M +$7.64K +125 +0.6%
PPW
518
PACK Private Wealth
Minnesota
$1.24M +$78K +1,276 +7%
MWM
519
McNaughton Wealth Management
California
$1.23M +$22.9K +374 +2%
BFS
520
Bradley Foster & Sargent
Connecticut
$1.21M – – –
MSWMA
521
Market Street Wealth Management Advisors
Indiana
$1.2M -$70.7K -1,157 -6%
SFS
522
Security Financial Services
Indiana
$1.2M +$28.5K +466 +3%
SDWMA
523
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.19M – – –
CW
524
CreativeOne Wealth
Kansas
$1.19M +$157K +2,561 +16%
HCM
525
Highview Capital Management
Illinois
$1.19M – – –
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