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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
576
Mission Wealth Management
California
$893K -$16.7K -259 -2%
CPIG
577
Chicago Partners Investment Group
Illinois
$891K +$646 +10 +0.1%
ATFA
578
All Terrain Financial Advisors
Minnesota
$882K – – –
KJWM
579
Kiley Juergens Wealth Management
Washington
$870K +$865K +13,376 New
PWA
580
Providence Wealth Advisors
Illinois
$863K – – –
TFO
581
Tarbox Family Office
California
$862K -$61.4K -950 -7%
CPA
582
Capital Planning Advisors
California
$860K -$134K -2,066 -14%
CG
583
Corundum Group
Colorado
$858K +$172K +2,660 +25%
CB
584
Community Bank
New York
$855K – – –
QCG
585
Quadrant Capital Group
Ohio
$855K – – –
GPFA
586
Game Plan Financial Advisors
Ohio
$852K -$15.8K -245 -2%
NDSI
587
Newman Dignan & Sheerar Inc
Rhode Island
$849K -$44.1K -682 -5%
PAMG
588
Patton Albertson Miller Group
Tennessee
$846K -$18.7K -290 -2%
TWP
589
Treybourne Wealth Planners
Indiana
$844K -$28.4K -440 -3%
HSA
590
HBK Sorce Advisory
Pennsylvania
$844K -$14.2K -220 -2%
SFG
591
StrategIQ Financial Group
Indiana
$844K +$259 +4 +0%
TFGT
592
TS Financial Group (TSFG)
Illinois
$843K -$38.5K -595 -4%
BBHC
593
Brown Brothers Harriman & Co
New York
$842K -$378K -5,840 -31%
PCG
594
Private Capital Group
Connecticut
$833K -$15.4K -239 -2%
AFA
595
American Financial Advisors
Georgia
$831K -$9.5K -147 -1%
SBSB
596
Sullivan, Bruyette, Speros & Blaney
Virginia
$824K +$1.29K +20 +0.2%
9WM
597
9258 Wealth Management
Ohio
$824K +$14.7K +228 +2%
S
598
SignatureFD
Georgia
$822K -$34.4K -532 -4%
ACM
599
Azimuth Capital Management
Michigan
$816K -$201K -3,114 -20%
SPIA
600
Strategic Point Investment Advisors
Rhode Island
$811K -$3.88K -60 -0.5%
22 23
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