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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
926
Presidio Capital Management
California
$864K +$805K +9,336 New
ATFA
927
All Terrain Financial Advisors
Minnesota
$862K -$345 -4 -0%
AFA
928
American Financial Advisors
Georgia
$861K +$259 +3 +0%
GC
929
Garde Capital
Washington
$861K – – –
AWA
930
Aaron Wealth Advisors
Illinois
$856K – – –
QCM
931
QRG Capital Management
Illinois
$854K +$66.7K +774 +9%
FI
932
FWG Investments
Kentucky
$853K +$334K +3,871 +72%
SIC
933
Sigma Investment Counselors
Michigan
$853K -$73.3K -850 -8%
VP
934
Verum Partners
North Carolina
$849K +$431 +5 +0.1%
LHC
935
Little House Capital
Massachusetts
$846K – – –
NFP
936
NorthLanding Financial Partners
New York
$842K -$3.62K -42 -0.5%
CB
937
Community Bank
New York
$842K -$53.5K -620 -6%
CGA
938
Crescent Grove Advisors
Illinois
$841K +$117K +1,353 +17%
BHPW
939
Beverly Hills Private Wealth
California
$841K +$240K +2,789 +44%
PB
940
Pinnacle Bancorp
Nebraska
$837K – – –
LA
941
LexAurum Advisors
Kansas
$834K +$777K +9,011 New
SWM
942
SeaCrest Wealth Management
New York
$832K -$82.7K -959 -10%
SWA
943
SOA Wealth Advisors
New York
$832K +$517 +6 +0.1%
SAG
944
SageView Advisory Group
California
$831K -$8.56M -99,249 -92%
PMG
945
ProVise Management Group
Florida
$829K -$72.4K -840 -9%
BFEC
946
Benjamin F. Edwards & Company
Missouri
$826K -$448K -5,199 -37%
NRC
947
New Republic Capital
North Carolina
$824K +$188K +2,179 +32%
RMCM
948
Reynders McVeigh Capital Management
Massachusetts
$823K – – –
FWA
949
FSM Wealth Advisors
Ohio
$822K – – –
NB
950
NBT Bank
New York
$820K +$14.1K +163 +2%
36 37
38
39 40