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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
CCMD
526
Cypress Capital Management (Delaware)
Delaware
$645K – – –
SLWS
527
Swaine & Leidel Wealth Services
Florida
$645K +$261K +5,764 +67%
GFP
528
Gryphon Financial Partners
Ohio
$644K – – –
NCM
529
Neumann Capital Management
California
$643K -$38K -840 -6%
SIA
530
Starfire Investment Advisers
Michigan
$641K -$41.8K -924 -6%
SC
531
Schoolcraft Capital
Colorado
$639K +$642K +14,188 New
FC
532
Ferris Capital
Massachusetts
$637K – – –
BS
533
Boenning & Scattergood
Pennsylvania
$629K -$27.9K -616 -4%
BA
534
Boston Advisors
Massachusetts
$626K -$18.1K -400 -3%
CA
535
Cornerstone Advisory
Maryland
$623K -$105K -2,328 -14%
CFGS
536
Concourse Financial Group Securities
Alabama
$623K -$103K -2,272 -14%
CAM
537
Cubic Asset Management
Massachusetts
$621K – – –
ATFA
538
All Terrain Financial Advisors
Minnesota
$620K -$57.9K -1,280 -9%
NDSI
539
Newman Dignan & Sheerar Inc
Rhode Island
$618K -$4.88K -108 -0.8%
SCM
540
SOL Capital Management
Maryland
$618K +$369K +8,160 +146%
JWBC
541
J.W. Burns & Co
New York
$616K -$7.24K -160 -1%
JFG
542
JMG Financial Group
Illinois
$614K +$19.9K +440 +3%
CCMG
543
Clark Capital Management Group
Pennsylvania
$608K – – –
AIA
544
Arbor Investment Advisors
North Carolina
$604K – – –
SBH
545
Segall Bryant & Hamill
Illinois
$593K – – –
WIC
546
Whitegate Investment Counselors
New Hampshire
$592K +$14.1K +312 +2%
CMP
547
Courage Miller Partners
Virginia
$591K -$57.7K -1,276 -9%
CST
548
Charles Schwab Trust
Nevada
$591K +$601K +13,288 New
RMCM
549
Reynders McVeigh Capital Management
Massachusetts
$584K +$5.43K +120 +0.9%
HCM
550
Hollencrest Capital Management
California
$582K +$181K +4,000 +45%
20 21
22
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