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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
MCWS
626
McKinley Carter Wealth Services
West Virginia
$1.17M -$33.2K -412 -3%
FAM
627
Frontier Asset Management
Wyoming
$1.16M +$1.12M +13,889 New
CS
628
Capital Square
Tennessee
$1.16M -$28.7K -356 -2%
NCM
629
Next Capital Management
New York
$1.16M – – –
KCM
630
Kennicott Capital Management
California
$1.15M – – –
OIS
631
Okabena Investment Services
Minnesota
$1.15M +$1.11M +13,750 New
TIA
632
Tiemann Investment Advisors
California
$1.14M -$16.4K -204 -1%
CCT
633
Capital City Trust
Florida
$1.14M – – –
SIA
634
Sage Investment Advisers
New York
$1.13M +$1.09M +13,551 New
ATFA
635
All Terrain Financial Advisors
Minnesota
$1.13M – – –
MWM
636
Mission Wealth Management
California
$1.13M -$5.24K -65 -0.5%
CWM
637
Congress Wealth Management
Massachusetts
$1.12M +$1.08M +13,434 New
PCA
638
Personal Capital Advisors
California
$1.12M +$414K +5,143 +47%
SCM
639
SOL Capital Management
Maryland
$1.12M – – –
LL
640
LPWM LLC
Minnesota
$1.12M +$74.2K +921 +7%
4WM
641
4J Wealth Management
Virginia
$1.11M -$16.1K -200 -1%
SFG
642
StrategIQ Financial Group
Indiana
$1.11M -$19.7K -245 -2%
CPA
643
Capital Planning Advisors
California
$1.1M – – –
CG
644
Corundum Group
Colorado
$1.1M – – –
QCG
645
Quadrant Capital Group
Ohio
$1.1M – – –
FNT
646
First National Trust
Pennsylvania
$1.09M -$24.6K -305 -2%
DAS
647
Dynamic Advisor Solutions
Arizona
$1.09M -$222K -2,757 -17%
TI
648
Trexquant Investment
Connecticut
$1.09M +$379K +4,707 +57%
CB
649
Community Bank
New York
$1.08M – – –
SFS
650
Security Financial Services
Indiana
$1.08M +$1.04M +12,881 New
24 25
26
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