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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
DFG
676
Delta Financial Group
New Jersey
$682K +$702K +11,686 New
FWM
677
Focused Wealth Management
New York
$682K +$60 +1 +0%
FNT
678
First Nebraska Trust
Nebraska
$681K – – –
CPIG
679
Chicago Partners Investment Group
Illinois
$679K -$212K -3,533 -25%
TYCC
680
Texas Yale Capital Corp
Florida
$679K – – –
BCM
681
Brasada Capital Management
Texas
$677K – – –
4WM
682
4J Wealth Management
Virginia
$676K -$23.7K -395 -3%
HR
683
Hardy Reed
Mississippi
$674K +$692K +11,520 New
MMHP
684
Murphy Middleton Hinkle & Parker
Georgia
$667K +$901 +15 +0.1%
PSF
685
Pacific Sun Financial
California
$666K -$52.8K -880 -7%
PCA
686
Personal Capital Advisors
California
$664K -$8.23K -137 -1%
FCA
687
Fortis Capital Advisors
Kansas
$664K +$682K +11,350 New
TFO
688
Tarbox Family Office
California
$664K -$76K -1,265 -10%
CWM
689
C2C Wealth Management
Arizona
$662K +$60 +1 +0%
BHWM
690
Bar Harbor Wealth Management
New Hampshire
$658K -$85K -1,416 -11%
KJWM
691
Kiley Juergens Wealth Management
Washington
$657K -$71.8K -1,195 -10%
FWCM
692
Ferguson Wellman Capital Management
Oregon
$651K – – –
SC
693
Scotia Capital
Ontario, Canada
$645K -$5.4K -90 -0.8%
AWA
694
Aaron Wealth Advisors
Illinois
$643K +$349K +5,806 +112%
MCWS
695
McKinley Carter Wealth Services
West Virginia
$641K -$1.68K -28 -0.3%
SHA
696
Seneca House Advisors
Virginia
$640K -$12.8K -214 -2%
IA
697
IFG Advisory
Georgia
$638K -$183K -3,051 -22%
SIC
698
Sigma Investment Counselors
Michigan
$636K +$87.7K +1,461 +16%
PAM
699
PVG Asset Management
Colorado
$634K +$650K +10,830 New
AA
700
Advisory Alpha
Michigan
$631K – – –
26 27
28
29 30