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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
626
Focused Wealth Management
New York
$861K – – –
FDCDDQ
627
Federation des caisses Desjardins du Quebec
Quebec, Canada
$860K – – –
LWP
628
Legacy Wealth Planning
Nevada
$859K -$1.46M -19,150 -94%
TYCC
629
Texas Yale Capital Corp
Florida
$857K – – –
BCM
630
Brasada Capital Management
Texas
$856K -$32.2K -422 -4%
MWM
631
McNaughton Wealth Management
California
$848K -$28.4K -372 -3%
FCH
632
Freestone Capital Holdings
Washington
$845K +$47.2K +619 +6%
FA
633
Fountainhead AM
New Jersey
$842K -$5.57K -73 -0.6%
MMHP
634
Murphy Middleton Hinkle & Parker
Georgia
$839K +$305 +4 +0%
CGFA
635
Colton Groome Financial Advisors
North Carolina
$837K -$3.28K -43 -0.4%
SPIA
636
Strategic Point Investment Advisors
Rhode Island
$827K -$46.7K -612 -5%
PSF
637
Pacific Sun Financial
California
$824K +$849K +11,144 New
BS
638
Boenning & Scattergood
Pennsylvania
$823K +$137K +1,797 +19%
GAM
639
Gemmer Asset Management
California
$822K -$47.1K -618 -5%
MA
640
Montag & Associates
Georgia
$814K -$13.1K -172 -2%
PCA
641
Personal Capital Advisors
California
$812K +$6.86K +90 +0.8%
JWBC
642
J.W. Burns & Co
New York
$802K – – –
AIA
643
Arbor Investment Advisors
North Carolina
$799K – – –
ACWM
644
Adams Chetwood Wealth Management
North Carolina
$790K – – –
PFBT
645
Parkside Financial Bank & Trust
Missouri
$783K -$17.5K -229 -2%
FA
646
Fiducient Advisors
Illinois
$782K -$38.7K -508 -5%
SWM
647
Stockman Wealth Management
Montana
$782K – – –
PP
648
Prosperity Planning
Missouri
$780K +$3.2K +42 +0.4%
JAG
649
Journey Advisory Group
Kentucky
$779K -$13.9K -182 -2%
NCM
650
Neumann Capital Management
California
$779K – – –
24 25
26
27 28