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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
576
Neumann Capital Management
California
$670K -$20.4K -440 -3%
HSA
577
HBK Sorce Advisory
Pennsylvania
$655K -$193K -4,172 -24%
ATFA
578
All Terrain Financial Advisors
Minnesota
$655K -$10.8K -232 -2%
EP
579
Eudaimonia Partners
Tennessee
$655K +$627K +13,528 New
CCMG
580
Clark Capital Management Group
Pennsylvania
$654K – – –
CAM
581
Cubic Asset Management
Massachusetts
$649K -$18.5K -400 -3%
AIA
582
Arbor Investment Advisors
North Carolina
$649K – – –
CA
583
Cornerstone Advisory
Maryland
$647K -$21.7K -468 -3%
JWBC
584
J.W. Burns & Co
New York
$647K -$14.8K -320 -2%
CST
585
Charles Schwab Trust
Nevada
$643K – – –
FCA
586
FinTrust Capital Advisors
South Carolina
$637K -$74.2K -1,600 -11%
SBH
587
Segall Bryant & Hamill
Illinois
$637K – – –
JFG
588
JMG Financial Group
Illinois
$633K -$26.5K -572 -4%
RMCM
589
Reynders McVeigh Capital Management
Massachusetts
$628K – – –
VHAM
590
Van Hulzen Asset Management
California
$628K +$20.8K +448 +4%
AP
591
Arlington Partners
Alabama
$628K +$92.7K +2,000 +18%
CMP
592
Courage Miller Partners
Virginia
$621K -$14.1K -304 -2%
TC
593
TAP Consulting
Missouri
$620K -$144K -3,108 -20%
TFO
594
Tarbox Family Office
California
$617K – – –
VR
595
Viridian RIA
Washington
$609K – – –
LF
596
LifeSteps Financial
California
$609K +$583K +12,576 New
BCA
597
Berman Capital Advisors
Georgia
$607K – – –
BBPWM
598
Blue Bell Private Wealth Management
Pennsylvania
$606K +$105K +2,260 +10%
FWM
599
Focused Wealth Management
New York
$601K +$185 +4 +0%
MSAM
600
Moloney Securities Asset Management
Missouri
$601K +$34.3K +740 +6%
22 23
24
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