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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
CMP
801
Courage Miller Partners
Virginia
$659K +$14.1K +175 +2%
FC
802
Fusion Capital
South Carolina
$657K -$56K -695 -8%
KF
803
Krilogy Financial
Missouri
$655K +$198K +2,456 +46%
MCM
804
Murphy Capital Management
New Jersey
$651K -$56.6K -703 -8%
BWA
805
BlueSky Wealth Advisors
North Carolina
$650K -$4.67K -58 -0.7%
CT
806
Cambridge Trust
Massachusetts
$646K -$6.04K -75 -1%
FNC
807
First National Corp
Massachusetts
$643K -$14.4K -179 -2%
SIC
808
Sigma Investment Counselors
Michigan
$643K -$12.1K -150 -2%
GC
809
Gratus Capital
Georgia
$637K +$81 +1 +0%
CWG
810
Cornerstone Wealth Group
North Carolina
$636K +$26.4K +328 +5%
SB
811
Sunflower Bank
Texas
$626K – – –
VAS
812
Vestmark Advisory Solutions
Massachusetts
$624K +$193K +2,395 +47%
FPGK
813
Financial Partners Group (Kansas)
Kansas
$622K -$8.22K -102 -1%
NCM
814
NCM Capital Management
New Jersey
$615K +$593K +7,356 New
WPWM
815
Western Pacific Wealth Management
Illinois
$615K +$593K +7,356 New
NWM
816
Nauset Wealth Management
Connecticut
$614K +$591K +7,337 New
HCM
817
Hollencrest Capital Management
California
$613K – – –
VC
818
Veracity Capital
Georgia
$611K +$63.2K +785 +12%
PO
819
Private Ocean
California
$609K +$73.8K +916 +14%
CCM
820
Canal Capital Management
Virginia
$608K +$586K +7,270 New
SIC
821
Salem Investment Counselors
North Carolina
$603K – – –
MM
822
Meridian Management
Arkansas
$602K – – –
UBV
823
United Bank (Virginia)
Virginia
$602K – – –
IRAG
824
Investment Research & Advisory Group
Georgia
$597K -$244K -3,027 -30%
IIC
825
Ironwood Investment Counsel
Arizona
$596K +$242 +3 +0%
31 32
33
34 35