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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
KBFS
401
Kohmann Bosshard Financial Services
Ohio
$2.37M – – –
ATPW
402
Ashton Thomas Private Wealth
Arizona
$2.37M +$319K +5,256 +16%
RWG
403
Regal Wealth Group
California
$2.37M -$9.46K -156 -0.4%
SW
404
SVB Wealth
Massachusetts
$2.35M -$49.7K -820 -2%
BHWM
405
Bar Harbor Wealth Management
New Hampshire
$2.35M +$27.3K +450 +1%
GPWA
406
Great Point Wealth Advisors
Massachusetts
$2.33M – – –
WP
407
WealthSource Partners
California
$2.3M -$78K -1,287 -3%
WT
408
Whittier Trust
California
$2.25M – – –
FCI
409
Financial Counselors Inc
Kansas
$2.25M -$63.5K -1,048 -3%
MAFM
410
Mid Atlantic Financial Management
Pennsylvania
$2.24M -$5.98M -98,691 -74%
RRA
411
Round Rock Advisors
Connecticut
$2.24M +$2.13M +35,092 New
EFS
412
Essex Financial Services
Connecticut
$2.2M +$743K +12,261 +55%
DC
413
Davenport & Co
Virginia
$2.2M -$51.4K -847 -2%
PA
414
Procyon Advisors
Connecticut
$2.19M -$15.6K -258 -0.7%
HWM
415
Howard Wealth Management
Connecticut
$2.18M -$59.5K -982 -3%
AIP
416
Ahrens Investment Partners
Louisiana
$2.17M -$220K -3,634 -10%
MPCG
417
Matrix Private Capital Group
New York
$2.16M +$9.22K +152 +0.5%
FDCC
418
Foster Dykema Cabot & Co
Massachusetts
$2.14M -$4.41M -72,798 -68%
BJL
419
Brighton Jones LLC
Washington
$2.14M -$42.7K -705 -2%
MCM
420
Manchester Capital Management
Vermont
$2.11M – – –
BIP
421
Bouvel Investment Partners
Pennsylvania
$2.11M +$2M +33,064 New
GVAG
422
Great Valley Advisor Group
Delaware
$2.11M -$109K -1,793 -5%
FCBT
423
First Citizens Bank & Trust
North Carolina
$2.08M +$273K +4,500 +16%
EPP
424
ETF Portfolio Partners
Kansas
$2.06M +$17.5K +288 +0.9%
ACI
425
Alpha Cubed Investments
California
$2.06M +$609K +10,036 +45%
15 16
17
18 19