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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
551
Capital Planning Advisors
California
$739K – – –
CWS
552
Cypress Wealth Services
California
$739K +$13.9K +300 +2%
FC
553
Fusion Capital
South Carolina
$739K +$708K +15,272 New
JF
554
JSF Financial
California
$733K -$163K -3,508 -19%
SCM
555
SOL Capital Management
Maryland
$718K +$51K +1,100 +8%
MWP
556
MYCIO Wealth Partners
Pennsylvania
$717K +$4.45K +96 +0.7%
FDCDDQ
557
Federation des caisses Desjardins du Quebec
Quebec, Canada
$710K -$38.6K -832 -5%
IAN
558
Integrated Advisors Network
Texas
$706K +$676K +14,588 New
SPIA
559
Strategic Point Investment Advisors
Rhode Island
$705K -$24.1K -520 -3%
BCM
560
Brasada Capital Management
Texas
$699K – – –
PSF
561
Pacific Sun Financial
California
$694K -$7.42K -160 -1%
SLWS
562
Swaine & Leidel Wealth Services
Florida
$694K – – –
CCMD
563
Cypress Capital Management (Delaware)
Delaware
$693K – – –
GFP
564
Gryphon Financial Partners
Ohio
$693K – – –
CB
565
Community Bank
New York
$692K -$4.08K -88 -0.6%
SC
566
Schoolcraft Capital
Colorado
$691K +$4.08K +88 +0.6%
SIA
567
Starfire Investment Advisers
Michigan
$690K – – –
DY
568
Dowling & Yahnke
California
$687K -$182K -3,936 -22%
LFG
569
LifePlan Financial Group
Ohio
$686K -$8.16K -176 -1%
FC
570
Ferris Capital
Massachusetts
$685K – – –
NDSI
571
Newman Dignan & Sheerar Inc
Rhode Island
$684K +$18.4K +396 +3%
TI
572
Truepoint Inc
Ohio
$681K -$19.3K -416 -3%
WIC
573
Whitegate Investment Counselors
New Hampshire
$679K +$40.8K +880 +7%
BS
574
Boenning & Scattergood
Pennsylvania
$677K +$371 +8 +0.1%
AWM
575
Altium Wealth Management
New York
$677K +$185K +4,000 +40%
21 22
23
24 25