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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
NEWAS
526
N.E.W. Advisory Services
Wisconsin
$1.1M -$766K -11,846 -42%
LSPW
527
Lake Street Private Wealth
Illinois
$1.1M +$137K +2,115 +14%
WP
528
WealthShield Partners
North Carolina
$1.1M +$154K +2,376 +16%
GMA
529
Goldstein Munger & Associates
California
$1.09M – – –
WAM
530
Wallington Asset Management
Indiana
$1.09M – – –
BFM
531
Boston Financial Management
Massachusetts
$1.09M -$22.6K -350 -2%
MA
532
MONECO Advisors
Connecticut
$1.09M +$3.56K +55 +0.3%
IAN
533
Integrated Advisors Network
Texas
$1.09M +$336K +5,193 +45%
JFA
534
JNBA Financial Advisors
Minnesota
$1.08M -$53.7K -831 -5%
KAH
535
Kathryn A. Hall
$1.08M – – –
TPWA
536
TRUE Private Wealth Advisors
Oregon
$1.08M -$307K -4,750 -22%
IIC
537
Integrated Investment Consultants
Michigan
$1.07M -$192K -2,974 -15%
MHS
538
M Holdings Securities
Oregon
$1.07M -$2.09M -32,367 -66%
MGWM
539
Marks Group Wealth Management
Minnesota
$1.05M – – –
CFGS
540
Concourse Financial Group Securities
Alabama
$1.04M -$727K -11,245 -41%
RW
541
REDW Wealth
New Mexico
$1.04M – – –
NA
542
NewEdge Advisors
Louisiana
$1.04M -$134K -2,080 -12%
CAG
543
Crestwood Advisors Group
Massachusetts
$1.03M +$41.4K +640 +4%
SHA
544
Seneca House Advisors
Virginia
$1.02M -$404K -6,244 -28%
FPS
545
Fieldpoint Private Securities
Connecticut
$1.02M -$272K -4,215 -21%
CCT
546
Capital City Trust
Florida
$1.02M +$112K +1,725 +12%
SFS
547
Sowell Financial Services
Arkansas
$1.02M +$71.2K +1,102 +8%
CS
548
Capital Square
Tennessee
$1.01M -$28.8K -446 -3%
WCF
549
West Coast Financial
California
$995K – – –
CWM
550
Cornerstone Wealth Management
Missouri
$993K -$34.9K -540 -3%
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