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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
901
Liberty Wealth Management
California
$70K -$1.3K -28 -2%
CHC
902
City Holding Co
West Virginia
$70K – – –
RG
903
Retirement Group
California
$69K +$65.8K +1,420 New
FCM
904
Firestone Capital Management
Florida
$68K +$65.5K +1,412 New
MCM
905
McMillion Capital Management
North Carolina
$67K – – –
BUB
906
BBVA USA Bancshares
Texas
$67K +$63.8K +1,376 New
PCA
907
Peddock Capital Advisors
Massachusetts
$60K -$237K -5,112 -81%
SFG
908
Sowa Financial Group
Rhode Island
$60K +$57.1K +1,232 New
CCA
909
Column Capital Advisors
Indiana
$60K +$57.5K +1,240 New
PFO
910
Pathstone Family Office
New Jersey
$59.3K – – –
HGWM
911
Harvest Group Wealth Management
Massachusetts
$59K – – –
BA
912
Ballast Advisors
Minnesota
$58K +$55.8K +1,204 New
MWM
913
Maltin Wealth Management
New Jersey
$57K +$54.1K +1,168 New
CIM
914
Contravisory Investment Management
Massachusetts
$56K -$28.2K -608 -34%
HIIFS
915
Harel Insurance Investments & Financial Services
Israel
$54K – – –
SFC
916
SYM Financial Corp
Indiana
$54K – – –
RE
917
RBC Europe
United Kingdom
$53.3K – – –
CFG
918
Capstone Financial Group
Oklahoma
$53K +$50.6K +1,092 New
TT
919
TI-Trust
Illinois
$53K +$50.8K +1,096 New
PIP
920
Peachtree Investment Partners
Florida
$52K +$50.1K +1,080 New
FA
921
Faithward Advisors
Pennsylvania
$48K +$46.4K +1,000 New
SFSIG
922
San Francisco Sentry Investment Group
California
$46K – – –
M
923
MOTCO
Texas
$45K +$42.6K +920 New
BAMG
924
Brand Asset Management Group
Missouri
$43K – – –
MA
925
MCF Advisors
Kentucky
$40K – – –
35 36
37
38 39