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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
551
JNBA Financial Advisors
Minnesota
$1.11M +$17.5K +289 +2%
IA
552
Insight Advisors
Pennsylvania
$1.11M +$1.05M +17,367 New
PA
553
PFG Advisors
Arizona
$1.11M -$134K -2,209 -11%
LWAC
554
Laurel Wealth Advisors (California)
California
$1.1M +$106K +1,748 +11%
BFM
555
Boston Financial Management
Massachusetts
$1.09M -$258K -4,247 -20%
DY
556
Dowling & Yahnke
California
$1.09M -$48.1K -794 -4%
WAM
557
Wallington Asset Management
Indiana
$1.07M -$24.3K -400 -2%
GMA
558
Goldstein Munger & Associates
California
$1.07M – – –
MA
559
MONECO Advisors
Connecticut
$1.07M -$28.9K -476 -3%
KAH
560
Kathryn A. Hall
$1.06M – – –
MGWM
561
Marks Group Wealth Management
Minnesota
$1.03M – – –
VWA
562
V Wealth Advisors
Kansas
$1.02M -$682K -11,253 -41%
IFAM
563
Institutional & Family Asset Management
Colorado
$1.02M -$259K -4,265 -21%
KWM
564
Kingsview Wealth Management
Oregon
$1.02M -$71.7K -1,182 -7%
RW
565
REDW Wealth
New Mexico
$1.02M – – –
BA
566
Bridge Advisory
California
$1.02M +$966K +15,928 New
HCM
567
HMS Capital Management
Tennessee
$1.01M – – –
CWM
568
Cornerstone Wealth Management
Missouri
$1.01M +$68.2K +1,124 +8%
ACM
569
Azimuth Capital Management
Michigan
$998K -$227K -3,747 -19%
NSB
570
Norway Savings Bank
Maine
$984K +$211K +3,485 +29%
WCF
571
West Coast Financial
California
$976K +$51.2K +844 +6%
CPA
572
Capital Planning Advisors
California
$975K – – –
CAG
573
Crestwood Advisors Group
Massachusetts
$970K -$95K -1,566 -9%
CS
574
Capital Square
Tennessee
$966K – – –
RF
575
Rollins Financial
Georgia
$964K +$916K +15,105 New
21 22
23
24 25