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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
CANC
751
Culbertson A N & Co
Virginia
$779K – – –
MCM
752
Mengis Capital Management
Oregon
$776K – – –
BFS
753
Bradley Foster & Sargent
Connecticut
$773K +$744K +9,233 New
GEA
754
Glen Eagle Advisors
New Jersey
$773K – – –
CWS
755
Confluence Wealth Services
Pennsylvania
$771K +$743K +9,220 New
AFG
756
Albion Financial Group
Utah
$770K – – –
JFG
757
JMG Financial Group
Illinois
$769K – – –
MFG
758
Magnus Financial Group
New York
$765K +$91.7K +1,138 +14%
BCP
759
Blue Chip Partners
Michigan
$759K +$161 +2 +0%
RMCM
760
Reynders McVeigh Capital Management
Massachusetts
$758K – – –
SDWMA
761
Schneider Downs Wealth Management Advisors
Pennsylvania
$758K – – –
WCG
762
Weaver Consulting Group
California
$756K +$101K +1,254 +16%
PA
763
Pinnacle Associates
New York
$751K – – –
TWP
764
TFO Wealth Partners
Ohio
$748K -$11.1K -138 -2%
CGPCS
765
Capital Group Private Client Services
California
$745K -$4.43K -55 -0.6%
FCFS
766
First Command Financial Services
Texas
$738K -$35.6K -442 -5%
EWM
767
Empirical Wealth Management
Washington
$738K +$21.6K +268 +3%
SSB
768
Sandy Spring Bank
Maryland
$738K +$35.7K +443 +5%
SWA
769
SFMG Wealth Advisors
Texas
$729K – – –
WAP
770
Wealthcare Advisory Partners
Pennsylvania
$726K -$101K -1,250 -13%
LNC
771
Lincoln National Corp
Pennsylvania
$726K +$25K +310 +4%
TC
772
TAP Consulting
Missouri
$721K -$19.6K -243 -3%
HCM
773
HMS Capital Management
Tennessee
$721K – – –
RCG
774
Regatta Capital Group
California
$720K +$693K +8,601 New
HFS
775
Heritage Financial Services
Massachusetts
$720K +$694K +8,616 New
29 30
31
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