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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
CGPCS
701
Capital Group Private Client Services
California
$662K +$683K +8,959 New
WSTAM
702
Wilbanks Smith & Thomas Asset Management
Virginia
$657K – – –
TC
703
TAP Consulting
Missouri
$655K -$7.55K -99 -1%
PA
704
PFG Advisors
Arizona
$649K -$19.9K -261 -3%
BCWM
705
Bartlett & Co Wealth Management
Ohio
$647K -$142K -1,860 -18%
BC
706
Bartlett & Co
Ohio
$647K -$142K -1,860 -18%
SWA
707
SFMG Wealth Advisors
Texas
$644K – – –
TFS
708
TrustCore Financial Services
Tennessee
$644K – – –
ST
709
Sageworth Trust
Pennsylvania
$641K -$10.5K -138 -2%
HCM
710
HMS Capital Management
Tennessee
$637K -$101K -1,330 -13%
SXL
711
Summit X LLC
Missouri
$636K -$1.45K -19 -0.2%
EWM
712
Empirical Wealth Management
Washington
$632K +$652K +8,552 New
FC
713
Fusion Capital
South Carolina
$631K -$1.22K -16 -0.2%
DBT
714
Dubuque Bank & Trust
Iowa
$629K -$566K -7,424 -47%
MCM
715
Murphy Capital Management
New Jersey
$627K -$7.24K -95 -1%
VC
716
Vicus Capital
Pennsylvania
$624K -$15.6K -204 -2%
GI
717
GAMCO Investors
Connecticut
$621K – – –
LNC
718
Lincoln National Corp
Pennsylvania
$619K -$373K -4,890 -37%
SSB
719
Sandy Spring Bank
Maryland
$618K -$107K -1,407 -14%
BOPW
720
Brandywine Oak Private Wealth
Pennsylvania
$617K – – –
PWPS
721
Pinnacle Wealth Planning Services
Ohio
$617K +$373K +4,892 +141%
PB
722
Pinnacle Bancorp
Nebraska
$615K – – –
TI
723
Trexquant Investment
Connecticut
$613K +$633K +8,299 New
WJWM
724
Williams Jones Wealth Management
New York
$612K – – –
ADL
725
Asset Dedication LLC
California
$608K +$13.9K +182 +2%
27 28
29
30 31