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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
801
Liberty Wealth Management
California
$66K -$24.2K -536 -27%
CHC
802
City Holding Co
West Virginia
$65K – – –
MCM
803
McMillion Capital Management
North Carolina
$62K – – –
PFO
804
Pathstone Family Office
New Jersey
$55K – – –
RFM
805
Royal Fund Management
Florida
$55K – – –
HGWM
806
Harvest Group Wealth Management
Massachusetts
$55K +$55.2K +1,220 New
HIIFS
807
Harel Insurance Investments & Financial Services
Israel
$50K -$54.3K -1,200 -52%
SFC
808
SYM Financial Corp
Indiana
$50K – – –
RE
809
RBC Europe
United Kingdom
$49.5K – – –
PAI
810
Pittenger & Anderson Inc
Nebraska
$47K – – –
SFSIG
811
San Francisco Sentry Investment Group
California
$43K – – –
BAMG
812
Brand Asset Management Group
Missouri
$40K +$6.33K +140 +19%
GI
813
Gradient Investments
Minnesota
$40K +$36.5K +808 +1,063%
MA
814
MCF Advisors
Kentucky
$38K – – –
EAM
815
Eukles Asset Management
Ohio
$37K – – –
BCI
816
Brinker Capital Investments
Pennsylvania
$36K -$90.8K -2,008 -71%
CAW
817
Cornerstone Advisors (Washington)
Washington
$36K – – –
PC
818
Permanens Capital
New York
$36K – – –
AIM
819
Axiom Investment Management
New York
$34K -$5.07K -112 -13%
PFGIA
820
Patriot Financial Group Insurance Agency
Massachusetts
$32K -$21.7K -480 -40%
MAM
821
Meeder Asset Management
Ohio
$32K – – –
DP
822
Denver PWM
Colorado
$30.1K +$30.2K +668 New
BHWM
823
Bay Harbor Wealth Management
Maryland
$30K -$57.2K -1,264 -65%
RP
824
Rice Partnership
Hawaii
$30K – – –
APSP
825
Asset Planning Services (Pennsylvania)
Pennsylvania
$28K – – –
31 32
33
34 35