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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
726
Chicago Capital
Illinois
$851K – – –
BFG
727
Berger Financial Group
Minnesota
$848K -$74.9K -1,059 -8%
WA
728
Wealthstream Advisors
New York
$847K -$68.5K -968 -7%
FCFC
729
First Commonwealth Financial Corp
Pennsylvania
$846K -$62K -876 -7%
PA
730
PFG Advisors
Arizona
$846K +$387K +5,469 +79%
CFO
731
CVA Family Office
Colorado
$843K – – –
FCAS
732
First Command Advisory Services
Texas
$838K +$866K +12,243 New
1SB
733
1ST Source Bank
Indiana
$837K +$866K +12,239 New
CAM
734
Concorde Asset Management
Michigan
$837K +$470K +6,642 +118%
BW
735
Bison Wealth
Georgia
$830K -$30.4K -429 -3%
PFBT
736
Parkside Financial Bank & Trust
Missouri
$829K -$141K -1,986 -14%
JFA
737
JNBA Financial Advisors
Minnesota
$825K -$77.1K -1,089 -8%
MPM
738
Meritage Portfolio Management
Kansas
$819K – – –
WSTAM
739
Wilbanks Smith & Thomas Asset Management
Virginia
$812K +$170K +2,405 +25%
FPAS
740
Focus Partners Advisor Solutions
Missouri
$811K +$38.3K +541 +5%
FNT
741
First National Trust
Pennsylvania
$809K +$5.31K +75 +0.6%
FCA
742
Fortis Capital Advisors
Kansas
$807K – – –
LF
743
LifeSteps Financial
California
$805K – – –
CC
744
Copperleaf Capital
North Carolina
$805K +$833K +11,765 New
DC
745
Davenport & Co
Virginia
$804K +$331K +4,672 +66%
GSWM
746
Greenup Street Wealth Management
Michigan
$804K -$1.93M -27,330 -70%
FWM
747
Focused Wealth Management
New York
$801K +$3.33K +47 +0.4%
FNT
748
First Nebraska Trust
Nebraska
$796K – – –
FPW
749
Flagship Private Wealth
Massachusetts
$796K – – –
MLL
750
Moody Lynn & Lieberson
Massachusetts
$795K -$1.42K -20 -0.2%
28 29
30
31 32