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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
626
Arkadios Wealth Advisors
Georgia
$607K +$13.8K +244 +2%
OC
627
Oakworth Capital
Alabama
$603K – – –
TWP
628
TFO Wealth Partners
Ohio
$602K -$14K -248 -2%
FCA
629
FinTrust Capital Advisors
South Carolina
$602K +$27.2K +480 +5%
FCH
630
Freestone Capital Holdings
Washington
$599K – – –
CCM
631
Condor Capital Management
New Jersey
$594K -$69.1K -1,220 -11%
GCM
632
Gables Capital Management
Florida
$590K – – –
BBPWM
633
Blue Bell Private Wealth Management
Pennsylvania
$585K -$453 -8 -0%
SLWS
634
Swaine & Leidel Wealth Services
Florida
$583K -$363K -6,412 -39%
SWM
635
Stockman Wealth Management
Montana
$579K – – –
SPP
636
Single Point Partners
Massachusetts
$575K – – –
PS
637
Planned Solutions
California
$571K +$559K +9,884 New
ACA
638
Affinity Capital Advisors
California
$570K +$1.13K +20 +0.2%
CPO
639
Cerity Partners OCIO
New York
$569K -$2.72K -48 -0.5%
PAG
640
Pinnacle Advisory Group
Maryland
$569K – – –
DT
641
Diversified Trust
Tennessee
$569K +$226 +4 +0%
UBV
642
United Bank (Virginia)
Virginia
$566K – – –
BS
643
Boenning & Scattergood
Pennsylvania
$559K -$117K -2,064 -18%
RBFC
644
Roman Butler Fullerton & Co
Missouri
$556K -$40.5K -716 -7%
RC
645
RegentAtlantic Capital
New Jersey
$556K – – –
BCWM
646
Bartlett & Co Wealth Management
Ohio
$555K +$31.7K +560 +6%
BC
647
Bartlett & Co
Ohio
$555K +$31.7K +560 +6%
CMP
648
Courage Miller Partners
Virginia
$553K – – –
CANC
649
Culbertson A N & Co
Virginia
$551K – – –
CFG
650
Cooper Financial Group
California
$547K – – –
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