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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
576
Oarsman Capital
Wisconsin
$215K – – –
AA
577
Ancora Advisors
Ohio
$215K +$210K +5,624 New
RW
578
Rand Wealth
Maryland
$213K – – –
JGIA
579
Jackson Grant Investment Advisers
Connecticut
$211K +$1.5K +40 +0.7%
NWP
580
Northstar Wealth Partners
Connecticut
$211K +$200K +5,348 New
CSIA
581
Charles Schwab Investment Advisory
California
$209K +$205K +5,480 New
RG
582
Rikoon Group
New Mexico
$207K -$91.9K -2,460 -31%
AC
583
Alexandria Capital
Virginia
$207K +$7.17K +192 +4%
BFPW
584
BOK Financial Private Wealth
Colorado
$204K +$200K +5,344 New
BP
585
Ballentine Partners
Massachusetts
$203K – – –
CAM
586
Carret Asset Management
New York
$203K +$198K +5,312 New
UWPG
587
Ullmann Wealth Partners Group
Florida
$203K +$199K +5,332 New
RBC
588
Roble Belko & Company
Pennsylvania
$202K – – –
TWA
589
TCI Wealth Advisors
Arizona
$202K +$197K +5,280 New
VCM
590
Vigilant Capital Management
Maine
$201K – – –
TIM
591
Tortoise Investment Management
New York
$200K +$92.2K +2,468 +89%
LRIA
592
Leonard Rickey Investment Advisors
Washington
$200K +$196K +5,240 New
CCM
593
Coldstream Capital Management
Washington
$198K -$113K -3,020 -37%
IFA
594
Interactive Financial Advisors
Illinois
$193K -$25.6K -684 -12%
LWA
595
Lowe Wealth Advisors
Maryland
$191K – – –
MFT
596
Moisand Fitzgerald Tamayo
Florida
$186K – – –
TFS
597
TrustCore Financial Services
Tennessee
$180K +$176K +4,716 New
CCM
598
Cribstone Capital Management
Maine
$176K – – –
OIA
599
OneDigital Investment Advisors
Kansas
$174K +$147K +3,940 +631%
PWPS
600
Pinnacle Wealth Planning Services
Ohio
$170K +$167K +4,460 New
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