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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
751
Bradley Foster & Sargent
Connecticut
$773K +$744K +9,233 New
GEA
752
Glen Eagle Advisors
New Jersey
$773K – – –
CWS
753
Confluence Wealth Services
Pennsylvania
$771K +$743K +9,220 New
AFG
754
Albion Financial Group
Utah
$770K – – –
JFG
755
JMG Financial Group
Illinois
$769K – – –
MFG
756
Magnus Financial Group
New York
$765K +$91.7K +1,138 +14%
BCP
757
Blue Chip Partners
Michigan
$759K +$161 +2 +0%
RMCM
758
Reynders McVeigh Capital Management
Massachusetts
$758K – – –
SDWMA
759
Schneider Downs Wealth Management Advisors
Pennsylvania
$758K – – –
WCG
760
Weaver Consulting Group
California
$756K +$101K +1,254 +16%
PA
761
Pinnacle Associates
New York
$751K – – –
TWP
762
TFO Wealth Partners
Ohio
$748K -$11.1K -138 -2%
CGPCS
763
Capital Group Private Client Services
California
$745K -$4.43K -55 -0.6%
FCFS
764
First Command Financial Services
Texas
$738K -$35.6K -442 -5%
EWM
765
Empirical Wealth Management
Washington
$738K +$21.6K +268 +3%
SSB
766
Sandy Spring Bank
Maryland
$738K +$35.7K +443 +5%
SWA
767
SFMG Wealth Advisors
Texas
$729K – – –
WAP
768
Wealthcare Advisory Partners
Pennsylvania
$726K -$101K -1,250 -13%
LNC
769
Lincoln National Corp
Pennsylvania
$726K +$25K +310 +4%
TC
770
TAP Consulting
Missouri
$721K -$19.6K -243 -3%
HCM
771
HMS Capital Management
Tennessee
$721K – – –
RCG
772
Regatta Capital Group
California
$720K +$693K +8,601 New
HFS
773
Heritage Financial Services
Massachusetts
$720K +$694K +8,616 New
FIB
774
First Interstate Bank
Montana
$718K -$143K -1,775 -17%
NMG
775
New Millennium Group
Utah
$718K +$691K +8,583 New
29 30
31
32 33