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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
576
Albion Financial Group
Utah
$392K – – –
MOS
577
MGO One Seven
Ohio
$391K +$164K +4,060 +64%
RSWM
578
Robertson Stephens Wealth Management
California
$389K +$418K +10,328 New
CFA
579
Carroll Financial Associates
North Carolina
$387K -$144K -3,548 -26%
WTB
580
Washington Trust Bank
Washington
$384K – – –
MCM
581
Murphy Capital Management
New Jersey
$380K -$24K -592 -6%
CPO
582
Cerity Partners OCIO
New York
$378K -$1.94K -48 -0.5%
PA
583
Pinnacle Associates
New York
$378K – – –
SWM
584
Stockman Wealth Management
Montana
$377K +$16.8K +416 +4%
GEA
585
Glen Eagle Advisors
New Jersey
$375K +$5.02K +124 +1%
BS
586
Boenning & Scattergood
Pennsylvania
$374K +$12.3K +304 +3%
CT
587
Cambridge Trust
Massachusetts
$373K – – –
WIA
588
World Investment Advisors
California
$369K +$368K +9,100 New
GIA
589
Gladstone Institutional Advisory
Florida
$369K +$396K +9,784 New
CCB
590
Cutter & Co Brokerage
Missouri
$365K +$14.7K +364 +4%
FNBOSM
591
First National Bank of South Miami
Florida
$365K +$366K +9,032 New
AAP
592
Arax Advisory Partners
Colorado
$359K -$465K -11,496 -55%
CANC
593
Culbertson A N & Co
Virginia
$359K – – –
LWM
594
Lenox Wealth Management
Ohio
$358K +$6.15K +152 +2%
RWP
595
RWA Wealth Partners
Massachusetts
$355K +$382K +9,436 New
VHAM
596
Van Hulzen Asset Management
California
$354K +$14.4K +356 +4%
BCWM
597
Bartlett & Co Wealth Management
Ohio
$353K -$197K -4,860 -34%
BC
598
Bartlett & Co
Ohio
$353K -$197K -4,860 -34%
WSTAM
599
Wilbanks Smith & Thomas Asset Management
Virginia
$347K -$9.71K -240 -3%
MWM
600
Modera Wealth Management
New Jersey
$345K -$79.8K -1,972 -18%
22 23
24
25 26