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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
501
Boston Family Office
Massachusetts
$1.14M -$75.2K -1,328 -6%
OMC
502
Old Mission Capital
Illinois
$1.14M +$1.12M +19,712 New
FWM
503
Frontier Wealth Management
Missouri
$1.13M -$6.34K -112 -0.6%
CCT
504
Capital City Trust
Florida
$1.13M – – –
FNT
505
First National Trust
Pennsylvania
$1.13M -$8.15K -144 -0.7%
IIC
506
Integrated Investment Consultants
Michigan
$1.13M -$145K -2,560 -12%
ACM
507
Azimuth Capital Management
Michigan
$1.12M +$2.94K +52 +0.3%
SKK
508
Shepherd Kaplan Krochuk
Massachusetts
$1.11M – – –
NEPWA
509
New England Private Wealth Advisors
Massachusetts
$1.1M +$906 +16 +0.1%
CS
510
Credit Suisse
Switzerland
$1.09M – – –
HCMNY
511
Howard Capital Management (New York)
New York
$1.06M – – –
DY
512
Dowling & Yahnke
California
$1.03M -$6.79K -120 -0.7%
SAM
513
Sequent Asset Management
Texas
$1.02M – – –
SWM
514
SeaCrest Wealth Management
New York
$1.01M -$22.2K -392 -2%
MBT
515
Montecito Bank & Trust
California
$1M – – –
WA
516
WESPAC Advisors
California
$1M -$172K -3,032 -15%
PCS
517
Personal CFO Solutions
New Jersey
$1M -$105K -1,860 -8%
FHA
518
Flagship Harbor Advisors
Massachusetts
$998K +$36.2K +640 +4%
WAM
519
Wallington Asset Management
Indiana
$994K – – –
TFO
520
Tarbox Family Office
California
$993K -$22.6K -400 -2%
KWM
521
Kingsview Wealth Management
Oregon
$993K +$46.4K +820 +5%
MA
522
MONECO Advisors
Connecticut
$992K +$79K +1,396 +9%
JFA
523
JNBA Financial Advisors
Minnesota
$989K – – –
GMA
524
Goldstein Munger & Associates
California
$971K – – –
CAG
525
Crestwood Advisors Group
Massachusetts
$968K -$20.8K -368 -2%
19 20
21
22 23