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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
351
Albion Financial Group
Utah
$364K – – –
CFA
352
Carroll Financial Associates
North Carolina
$360K – – –
VWM
353
Valley Wealth Managers
New Jersey
$359K +$24.1K +796 +7%
BSB
354
Bangor Savings Bank
Maine
$349K – – –
CAG
355
Crestwood Advisors Group
Massachusetts
$347K -$18.2K -600 -5%
GS
356
Girard Securities
California
$345K +$82.9K +2,736 +32%
VC
357
Vicus Capital
Pennsylvania
$334K +$333K +10,980 New
SWA
358
Sutton Wealth Advisors
Florida
$332K – – –
CCM
359
Condor Capital Management
New Jersey
$330K +$4.61K +152 +1%
SBSB
360
Sullivan, Bruyette, Speros & Blaney
Virginia
$329K +$328K +10,808 New
PAG
361
Pinnacle Advisory Group
Maryland
$328K -$479K -15,792 -59%
HSA
362
HBK Sorce Advisory
Pennsylvania
$328K +$6.79K +224 +2%
EFS
363
Essex Financial Services
Connecticut
$327K +$326K +10,764 New
CONA
364
Capital One National Association
New York
$324K – – –
EP
365
Edgestream Partners
New Jersey
$320K +$319K +10,520 New
MCM
366
Murphy Capital Management
New Jersey
$304K – – –
AF
367
Alerus Financial
North Dakota
$296K – – –
CPO
368
Cerity Partners OCIO
New York
$288K -$2.18K -72 -0.8%
BFG
369
Beacon Financial Group
Texas
$287K – – –
SWP
370
Stratos Wealth Partners
Ohio
$287K +$35.8K +1,180 +14%
YP
371
Yellowstone Partners
Idaho
$278K +$277K +9,152 New
WA1
372
Wimmer Associates 1
California
$277K – – –
HCM
373
Hollencrest Capital Management
California
$272K – – –
SC
374
Savant Capital
Illinois
$271K – – –
GA
375
Geneva Advisors
Illinois
$269K -$38.4K -1,268 -13%
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