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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
851
Curtis Advisory Group
California
$356K – – –
ATC
852
Argent Trust Co
Tennessee
$355K – – –
LGWM
853
Litman Gregory Wealth Management
California
$353K -$311K -4,499 -93%
PCIA
854
Prime Capital Investment Advisors
Kansas
$353K +$336K +4,853 New
PL
855
Plancorp LLC
Missouri
$351K – – –
RWM
856
Ritholtz Wealth Management
New York
$348K +$54K +780 +20%
PCMC
857
Private Capital Management (Colorado)
Colorado
$346K +$16.7K +241 +5%
FPCP
858
Fort Point Capital Partners
California
$344K – – –
SAM
859
Summit Asset Management
Tennessee
$343K – – –
HH
860
Hilltop Holdings
Texas
$341K +$324K +4,685 New
BAMG
861
Brand Asset Management Group
Missouri
$340K – – –
CPSAC
862
Chas P. Smith & Associates (CPS)
Florida
$340K +$17.8K +257 +6%
CAMG
863
CWA Asset Management Group
Florida
$339K +$35.6K +514 +12%
MSFS
864
Main Street Financial Solutions
Pennsylvania
$338K -$3.46K -50 -1%
C
865
Certuity
Florida
$336K +$319K +4,616 New
EVC
866
Eidelman Virant Capital
Missouri
$333K +$761 +11 +0.2%
FANJ
867
Financial Architects (New Jersey)
New Jersey
$331K – – –
TGAM
868
TBH Global Asset Management
Tennessee
$330K -$57.9K -836 -16%
WIC
869
Woodmont Investment Counsel
Tennessee
$327K +$7.47K +108 +2%
FFA
870
First Foundation Advisors
California
$327K +$311K +4,500 New
AC
871
Alexandria Capital
Virginia
$325K – – –
AC
872
Apella Capital
Connecticut
$324K +$10.8K +156 +4%
SWA
873
Stratos Wealth Advisors
Ohio
$323K -$33.8K -488 -10%
T
874
TrueFG
Texas
$323K – – –
OCG
875
Opus Capital Group
Ohio
$321K -$49.8K -720 -14%
33 34
35
36 37