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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
601
Private Trust Company
Ohio
$1.61M +$114K +1,599 +8%
PFG
602
Pinnacle Financial Group
Illinois
$1.6M – – –
E
603
ETFidea
New York
$1.59M +$16K +225 +1%
KWM
604
Kingsview Wealth Management
Oregon
$1.59M +$292K +4,109 +24%
SAW
605
Signal Advisors Wealth
Michigan
$1.58M +$1.5M +21,093 New
KFP
606
KMG Fiduciary Partners
Ohio
$1.56M – – –
HIA
607
Harbor Investment Advisory
Maryland
$1.56M +$492K +6,908 +50%
FCB
608
First County Bank
Connecticut
$1.55M -$17.2K -241 -1%
SFG
609
Summit Financial Group
West Virginia
$1.55M – – –
NCM
610
Novare Capital Management
North Carolina
$1.54M -$370K -5,196 -20%
MGWM
611
Marks Group Wealth Management
Minnesota
$1.54M +$498 +7 +0%
PMG
612
ProVise Management Group
Florida
$1.53M +$161K +2,263 +12%
TVM
613
True Vision MN
Minnesota
$1.53M +$1.45M +20,315 New
CWM
614
Cornerstone Wealth Management
Missouri
$1.52M +$27.5K +386 +2%
HSA
615
HBK Sorce Advisory
Pennsylvania
$1.52M +$239K +3,360 +20%
HCP
616
Holt Capital Partners
Texas
$1.52M -$7.12K -100 -0.5%
CAM
617
Concorde Asset Management
Michigan
$1.52M +$125K +1,752 +14%
CWM
618
Centurion Wealth Management
Virginia
$1.5M +$6.69K +94 +0.5%
KWM
619
Kaydan Wealth Management
Michigan
$1.49M -$12.1K -170 -0.8%
D
620
Dentgroup
Louisiana
$1.49M -$732K -10,289 -34%
CWC
621
Carolinas Wealth Consulting
North Carolina
$1.48M +$59.1K +830 +4%
PCH
622
PGIM Custom Harvest
New Jersey
$1.47M -$29.8K -418 -2%
MSWM
623
McGlone Suttner Wealth Management
Wisconsin
$1.46M -$26K -365 -2%
CPIA
624
Cornell Pochily Investment Advisors
New York
$1.46M -$61.8K -868 -4%
CWS
625
Confluence Wealth Services
Pennsylvania
$1.44M +$337K +4,728 +33%
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