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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
CCMD
551
Cypress Capital Management (Delaware)
Delaware
$827K – – –
GFP
552
Gryphon Financial Partners
Ohio
$827K – – –
SMG
553
Smart Money Group
Texas
$827K +$522K +9,228 +182%
PWM
554
Perigon Wealth Management
California
$820K – – –
AI
555
Accredited Investors
Minnesota
$813K -$226K -4,000 -22%
PSF
556
Pacific Sun Financial
California
$804K +$4.53K +80 +0.6%
PCG
557
Private Capital Group
Connecticut
$800K -$23.3K -412 -3%
SWA
558
SFMG Wealth Advisors
Texas
$800K – – –
FC
559
Fusion Capital
South Carolina
$794K -$13.1K -232 -2%
NDSI
560
Newman Dignan & Sheerar Inc
Rhode Island
$794K -$4.53K -80 -0.6%
LFG
561
LifePlan Financial Group
Ohio
$793K -$73.4K -1,296 -9%
PAS
562
Partnervest Advisory Services
California
$785K -$94K -1,660 -11%
PFBT
563
Parkside Financial Bank & Trust
Missouri
$784K -$144K -2,548 -16%
PCA
564
Personal Capital Advisors
California
$784K -$19K -336 -2%
ATFA
565
All Terrain Financial Advisors
Minnesota
$782K – – –
FNT
566
First Nebraska Trust
Nebraska
$780K – – –
NAM
567
NorthCoast Asset Management
Connecticut
$778K -$680K -12,016 -47%
SFG
568
StrategIQ Financial Group
Indiana
$778K -$42.6K -752 -5%
LNC
569
Lincoln National Corp
Pennsylvania
$775K +$132K +2,332 +21%
HIA
570
Harbor Investment Advisory
Maryland
$773K +$24.9K +440 +3%
CB
571
Community Bank
New York
$761K -$3.4K -60 -0.5%
LC
572
Lindbrook Capital
California
$752K – – –
AFA
573
American Financial Advisors
Georgia
$752K +$40.8K +720 +6%
PAMG
574
Patton Albertson Miller Group
Tennessee
$750K – – –
TFGT
575
TS Financial Group (TSFG)
Illinois
$743K -$44.1K -780 -6%
21 22
23
24 25