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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
MMHP
551
Murphy Middleton Hinkle & Parker
Georgia
$480K +$22K +536 +5%
AP
552
Arlington Partners
Alabama
$480K +$457K +11,148 New
CFG
553
Cooper Financial Group
California
$474K -$103K -2,504 -19%
SWA
554
Sutton Wealth Advisors
Florida
$471K – – –
ST
555
Sageworth Trust
Pennsylvania
$470K – – –
TNBTD
556
Trustmark National Bank Trust Department
Mississippi
$467K -$214K -5,232 -33%
LC
557
Lindbrook Capital
California
$467K – – –
OIWM
558
OptiFour Integrated Wealth Management
Virginia
$467K – – –
RRWA
559
Rainey & Randall Wealth Advisors
Florida
$466K – – –
HR
560
Hayden Royal
North Carolina
$459K -$256K -6,260 -37%
BBPWM
561
Blue Bell Private Wealth Management
Pennsylvania
$459K -$2.79K -68 -0.3%
RC
562
RegentAtlantic Capital
New Jersey
$457K +$2.46K +60 +0.6%
FWCM
563
Ferguson Wellman Capital Management
Oregon
$453K – – –
VWM
564
Valley Wealth Managers
New Jersey
$452K +$430K +10,484 New
OC
565
Oakworth Capital
Alabama
$449K -$152K -3,712 -26%
AFG
566
Albion Financial Group
Utah
$448K – – –
RSWM
567
Robertson Stephens Wealth Management
California
$445K – – –
PWPS
568
Pinnacle Wealth Planning Services
Ohio
$440K -$3.48M -85,008 -89%
SBH
569
Segall Bryant & Hamill
Illinois
$437K -$301K -7,348 -42%
BIM
570
Bridges Investment Management
Nebraska
$436K -$49.2K -1,200 -11%
CPO
571
Cerity Partners OCIO
New York
$433K +$328 +8 +0.1%
SWM
572
Stockman Wealth Management
Montana
$432K – – –
AIC
573
Archer Investment Corporation
Indiana
$432K +$381K +9,292 +1,283%
KCM
574
Karp Capital Management
California
$431K +$249K +6,080 +155%
PAG
575
Pinnacle Advisory Group
Maryland
$424K -$36.1K -880 -8%
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