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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
451
Wealthcare Capital Management
Virginia
$326K – – –
PFS
452
Prospera Financial Services
Texas
$326K +$323K +9,544 New
CPO
453
Cerity Partners OCIO
New York
$325K +$271 +8 +0.1%
FANJ
454
Financial Architects (New Jersey)
New Jersey
$325K +$15.7K +464 +5%
BFG
455
Beacon Financial Group
Texas
$324K – – –
CW
456
Cobiz Wealth
Colorado
$322K +$46K +1,356 +17%
BSW
457
Buckingham Strategic Wealth
Missouri
$321K +$71.7K +2,116 +29%
LWM
458
Lenox Wealth Management
Ohio
$320K – – –
PA
459
Parallel Advisors
California
$317K – – –
SS
460
Simplicity Solutions
Minnesota
$314K +$55K +1,624 +22%
CWM
461
Connecticut Wealth Management
Connecticut
$311K – – –
IA
462
IndexIQ Advisors
New York
$310K -$15.2M -447,164 -98%
BMO
463
Beck Mack & Oliver
New York
$308K +$306K +9,016 New
HCM
464
Hollencrest Capital Management
California
$306K – – –
NEIRG
465
New England Investment & Retirement Group
Massachusetts
$304K +$301K +8,880 New
AIM
466
Allen Investment Management
New York
$301K – – –
HCM
467
Harvey Capital Management
Florida
$301K – – –
SSB
468
Sandy Spring Bank
Maryland
$301K +$13.7K +404 +5%
NL
469
NWAM LLC
Washington
$299K +$72.7K +2,144 +33%
SBSB
470
Sullivan, Bruyette, Speros & Blaney
Virginia
$297K -$7.32K -216 -2%
JIP
471
Jaffetilchin Investment Partners
Florida
$293K -$1M -29,612 -78%
BEC
472
Blue Edge Capital
Virginia
$289K – – –
BOS
473
Bank of Stockton
California
$287K – – –
LWAC
474
Laurel Wealth Advisors (California)
California
$286K +$54.8K +1,616 +24%
EWM
475
Empirical Wealth Management
Washington
$284K -$357K -10,520 -56%
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