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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
526
Boston Advisors
Massachusetts
$501K – – –
PPP
527
Private Portfolio Partners
New Jersey
$499K +$537K +13,260 New
PAMG
528
Patton Albertson Miller Group
Tennessee
$498K -$143K -3,540 -22%
CWS
529
Cypress Wealth Services
California
$493K +$111K +2,744 +27%
TI
530
Truepoint Inc
Ohio
$489K -$113K -2,800 -18%
TFO
531
Tarbox Family Office
California
$480K – – –
RCM
532
Requisite Capital Management
Texas
$479K +$515K +12,724 New
REFI
533
Requisite Energy Fund I
Texas
$479K +$515K +12,724 New
TIA
534
Tiemann Investment Advisors
California
$476K -$5.5K -136 -1%
DBRC
535
D.B. Root & Company
Pennsylvania
$474K -$1.07M -26,484 -68%
SSB
536
Sandy Spring Bank
Maryland
$473K -$4.86K -120 -0.9%
SMG
537
Smart Money Group
Texas
$473K +$40.1K +992 +9%
BPA
538
Beacon Pointe Advisors
California
$473K +$509K +12,568 New
BCA
539
Berman Capital Advisors
Georgia
$472K – – –
WI
540
Wintrust Investments
Illinois
$468K +$502K +12,416 New
SIC
541
Sigma Investment Counselors
Michigan
$458K – – –
PA
542
Parallel Advisors
California
$458K +$7.61K +188 +2%
EIA
543
Eldridge Investment Advisors
New Hampshire
$453K -$3.72K -92 -0.8%
CCMD
544
Cypress Capital Management (Delaware)
Delaware
$452K – – –
BFM
545
Boston Financial Management
Massachusetts
$451K -$1.62K -40 -0.3%
JWM
546
JGP Wealth Management
Oregon
$447K +$124K +3,056 +35%
DIM
547
Delta Investment Management
California
$447K +$481K +11,892 New
CCM
548
Condor Capital Management
New Jersey
$443K +$5.18K +128 +1%
FNT
549
First Nebraska Trust
Nebraska
$440K +$249K +6,160 +111%
TYCC
550
Texas Yale Capital Corp
Florida
$437K – – –
20 21
22
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