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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
FDCDDQ
626
Federation des caisses Desjardins du Quebec
Quebec, Canada
$860K – – –
LWP
627
Legacy Wealth Planning
Nevada
$859K -$1.46M -19,150 -94%
TYCC
628
Texas Yale Capital Corp
Florida
$857K – – –
BCM
629
Brasada Capital Management
Texas
$856K -$32.2K -422 -4%
MWM
630
McNaughton Wealth Management
California
$848K -$28.4K -372 -3%
FCH
631
Freestone Capital Holdings
Washington
$845K +$47.2K +619 +6%
FA
632
Fountainhead AM
New Jersey
$842K -$5.57K -73 -0.6%
MMHP
633
Murphy Middleton Hinkle & Parker
Georgia
$839K +$305 +4 +0%
CGFA
634
Colton Groome Financial Advisors
North Carolina
$837K -$3.28K -43 -0.4%
SPIA
635
Strategic Point Investment Advisors
Rhode Island
$827K -$46.7K -612 -5%
PSF
636
Pacific Sun Financial
California
$824K +$849K +11,144 New
BS
637
Boenning & Scattergood
Pennsylvania
$823K +$137K +1,797 +19%
GAM
638
Gemmer Asset Management
California
$822K -$47.1K -618 -5%
MA
639
Montag & Associates
Georgia
$814K -$13.1K -172 -2%
PCA
640
Personal Capital Advisors
California
$812K +$6.86K +90 +0.8%
JWBC
641
J.W. Burns & Co
New York
$802K – – –
AIA
642
Arbor Investment Advisors
North Carolina
$799K – – –
ACWM
643
Adams Chetwood Wealth Management
North Carolina
$790K – – –
PFBT
644
Parkside Financial Bank & Trust
Missouri
$783K -$17.5K -229 -2%
FA
645
Fiducient Advisors
Illinois
$782K -$38.7K -508 -5%
SWM
646
Stockman Wealth Management
Montana
$782K – – –
PP
647
Prosperity Planning
Missouri
$780K +$3.2K +42 +0.4%
JAG
648
Journey Advisory Group
Kentucky
$779K -$13.9K -182 -2%
NCM
649
Neumann Capital Management
California
$779K – – –
CTA
650
Colonial Trust Advisors
South Carolina
$778K -$42.1K -552 -5%
24 25
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