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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
WSTAM
701
Wilbanks Smith & Thomas Asset Management
Virginia
$647K -$49.8K -720 -7%
ST
702
Sageworth Trust
Pennsylvania
$641K – – –
GSEP
703
Golden State Equity Partners
California
$638K +$251K +3,631 +71%
SWA
704
SFMG Wealth Advisors
Texas
$634K – – –
TFS
705
TrustCore Financial Services
Tennessee
$634K +$37.4K +541 +7%
SXL
706
Summit X LLC
Missouri
$630K +$60.1K +869 +11%
VC
707
Vicus Capital
Pennsylvania
$628K +$1.87K +27 +0.3%
CMP
708
Courage Miller Partners
Virginia
$626K +$16.6K +240 +3%
MCM
709
Murphy Capital Management
New Jersey
$624K +$28.4K +411 +5%
FC
710
Fusion Capital
South Carolina
$622K -$55.8K -806 -9%
BAIA
711
Bel Air Investment Advisors
California
$612K -$37.1K -536 -6%
GI
712
GAMCO Investors
Connecticut
$611K – – –
BOPW
713
Brandywine Oak Private Wealth
Pennsylvania
$607K -$184K -2,658 -24%
PB
714
Pinnacle Bancorp
Nebraska
$605K – – –
WJWM
715
Williams Jones Wealth Management
New York
$602K +$119K +1,714 +26%
FPGK
716
Financial Partners Group (Kansas)
Kansas
$594K +$138 +2 +0%
AC
717
Addison Capital
Pennsylvania
$591K – – –
ADL
718
Asset Dedication LLC
California
$586K +$194K +2,800 +53%
AAP
719
Arax Advisory Partners
Colorado
$586K +$558K +8,055 New
BWA
720
BlueSky Wealth Advisors
North Carolina
$584K – – –
ICG
721
InterOcean Capital Group
Tennessee
$581K -$28.8K -416 -5%
SIC
722
Sigma Investment Counselors
Michigan
$581K +$6.92K +100 +1%
PFA
723
Pinnacle Family Advisors
Missouri
$580K -$9.69K -140 -2%
VHAM
724
Van Hulzen Asset Management
California
$580K – – –
ACP
725
Arcus Capital Partners
Georgia
$577K -$480K -6,942 -47%
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