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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
476
Orser Capital Management
Texas
$539K +$556K +12,948 New
SIC
477
Sigma Investment Counselors
Michigan
$538K -$4.64K -108 -0.9%
BIM
478
Bridges Investment Management
Nebraska
$537K – – –
EIA
479
Eldridge Investment Advisors
New Hampshire
$537K – – –
BFM
480
Boston Financial Management
Massachusetts
$532K -$38.7K -900 -7%
CCMD
481
Cypress Capital Management (Delaware)
Delaware
$532K – – –
PA
482
Parallel Advisors
California
$531K +$172 +4 +0%
DAS
483
Dynamic Advisor Solutions
Arizona
$528K -$782K -18,204 -60%
NFG
484
Next Financial Group
Texas
$516K -$1.09M -25,456 -69%
MFW
485
Meristem Family Wealth
Minnesota
$516K – – –
CCM
486
Condor Capital Management
New Jersey
$515K +$63.4K +1,476 +15%
TYCC
487
Texas Yale Capital Corp
Florida
$514K – – –
HSA
488
HBK Sorce Advisory
Pennsylvania
$514K +$7.39K +172 +2%
CAM
489
Carret Asset Management
New York
$514K +$34.4K +800 +7%
SMG
490
Smart Money Group
Texas
$513K +$497K +11,572 New
ST
491
Sageworth Trust
Pennsylvania
$510K – – –
BOS
492
Bank of Stockton
California
$508K +$167K +3,884 +51%
KWM
493
Kingsview Wealth Management
Oregon
$504K +$165K +3,836 +51%
QCG
494
Quadrant Capital Group
Ohio
$503K – – –
PWA
495
Providence Wealth Advisors
Illinois
$501K – – –
FIM
496
Fernwood Investment Management
Massachusetts
$499K – – –
MWM
497
Modera Wealth Management
New Jersey
$493K +$479K +11,140 New
AIA
498
Arbor Investment Advisors
North Carolina
$491K – – –
SWA
499
Sutton Wealth Advisors
Florida
$484K – – –
OIWM
500
OptiFour Integrated Wealth Management
Virginia
$480K – – –
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20
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