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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
LNC
526
Lincoln National Corp
Pennsylvania
$617K -$13.4K -304 -2%
KWM
527
Kingsview Wealth Management
Oregon
$617K +$34K +772 +6%
MWA
528
Martel Wealth Advisors
Washington
$609K -$14.8K -336 -2%
CCMG
529
Clark Capital Management Group
Pennsylvania
$605K +$594K +13,512 New
WP
530
WealthShield Partners
North Carolina
$603K +$19.4K +440 +3%
AIA
531
Arbor Investment Advisors
North Carolina
$601K – – –
SC
532
Slow Capital
California
$600K +$323K +7,336 +121%
JFG
533
JMG Financial Group
Illinois
$592K – – –
SBH
534
Segall Bryant & Hamill
Illinois
$590K +$133K +3,020 +30%
AWM
535
Altium Wealth Management
New York
$583K -$22.7K -516 -4%
TI
536
Truepoint Inc
Ohio
$581K – – –
HSA
537
HBK Sorce Advisory
Pennsylvania
$576K -$9.68K -220 -2%
RMCM
538
Reynders McVeigh Capital Management
Massachusetts
$576K – – –
WIC
539
Whitegate Investment Counselors
New Hampshire
$575K -$26.2K -596 -4%
FCB
540
First Command Bank
Texas
$572K – – –
FCFS
541
First Command Financial Services
Texas
$572K – – –
TFO
542
Tarbox Family Office
California
$571K – – –
CA
543
Calton & Associates
Florida
$568K -$6.68K -152 -1%
FWM
544
Focused Wealth Management
New York
$566K +$176 +4 +0%
TIA
545
Tiemann Investment Advisors
California
$563K -$2.64K -60 -0.5%
BCA
546
Berman Capital Advisors
Georgia
$562K – – –
VHAM
547
Van Hulzen Asset Management
California
$562K +$138K +3,132 +33%
BFM
548
Boston Financial Management
Massachusetts
$561K +$24.1K +548 +5%
TFGT
549
TS Financial Group (TSFG)
Illinois
$557K -$68.3K -1,552 -11%
MSAM
550
Moloney Securities Asset Management
Missouri
$556K -$19.2K -436 -3%
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