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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
IAG
551
Investmark Advisory Group
Connecticut
$1.02M +$1.05M +17,413 New
AIA
552
Arcadia Investment Advisors
Idaho
$1.02M -$115K -1,922 -10%
RIA
553
Regal Investment Advisors
Michigan
$1.02M -$44.5K -741 -4%
BOS
554
Bank of Stockton
California
$1.01M -$559K -9,310 -35%
PTC
555
Private Trust Company
Ohio
$993K -$276K -4,603 -21%
BSWA
556
Bromfield Sneider Wealth Advisors
Massachusetts
$985K – – –
VC
557
Veracity Capital
Georgia
$982K +$12.4K +207 +1%
KAH
558
Kathryn A. Hall
$969K – – –
FLPIM
559
F.L. Putnam Investment Management
Massachusetts
$967K -$105K -1,744 -10%
MPW
560
MA Private Wealth
California
$964K – – –
WAM
561
Wallington Asset Management
Indiana
$963K – – –
TSWM
562
Tyler-Stone Wealth Management
Ohio
$962K +$182K +3,030 +23%
KFI
563
Key Financial Inc
Pennsylvania
$958K – – –
HIM
564
Hotaling Investment Management
Pennsylvania
$955K – – –
BIM
565
Bridges Investment Management
Nebraska
$952K – – –
ACI
566
Alpha Cubed Investments
California
$945K -$36K -600 -4%
VVP
567
Venture Visionary Partners
Ohio
$944K -$9.07K -151 -0.9%
CW
568
CreativeOne Wealth
Kansas
$937K +$172K +2,866 +22%
EP
569
Eudaimonia Partners
Tennessee
$937K -$92.5K -1,540 -9%
PAMG
570
Patton Albertson Miller Group
Tennessee
$935K +$144K +2,397 +18%
CD
571
Chapin Davis
Maryland
$933K +$958K +15,952 New
AIP
572
Ahrens Investment Partners
Louisiana
$933K +$340K +5,663 +55%
WB
573
WesBanco Bank
West Virginia
$932K -$14.7K -244 -2%
FA
574
Fiduciary Alliance
South Carolina
$930K +$954K +15,892 New
SIAM
575
Sterling Investment Advisors (Missouri)
Missouri
$930K -$19K -317 -2%
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23
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