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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
BSWA
576
Bromfield Sneider Wealth Advisors
Massachusetts
$1.42M +$1.37M +16,994 New
CTC
577
Central Trust Company
Missouri
$1.41M – – –
DY
578
Dowling & Yahnke
California
$1.41M -$8.06K -100 -0.6%
CC
579
Chicago Capital
Illinois
$1.4M – – –
CIR
580
Clear Investment Research
Georgia
$1.4M -$97K -1,204 -7%
KAH
581
Kathryn A. Hall
$1.39M – – –
WAM
582
Wallington Asset Management
Indiana
$1.38M – – –
VVP
583
Venture Visionary Partners
Ohio
$1.37M -$26.9K -334 -2%
LC
584
LTG Capital
Massachusetts
$1.36M +$1.31M +16,287 New
JFA
585
JNBA Financial Advisors
Minnesota
$1.36M -$14.4K -179 -1%
MGWM
586
Marks Group Wealth Management
Minnesota
$1.35M – – –
9WM
587
9258 Wealth Management
Ohio
$1.35M +$248K +3,077 +23%
JGC
588
J. Goldman & Co
New York
$1.34M +$339K +4,211 +36%
FPS
589
Fieldpoint Private Securities
Connecticut
$1.34M – – –
IIC
590
Integrated Investment Consultants
Michigan
$1.33M -$18.4K -229 -1%
BRWM
591
B. Riley Wealth Management
Tennessee
$1.33M -$5.72K -71 -0.4%
GMA
592
Goldstein Munger & Associates
California
$1.33M – – –
NCM
593
Novare Capital Management
North Carolina
$1.33M +$1.28M +15,912 New
PMG
594
ProVise Management Group
Florida
$1.32M -$137K -1,702 -10%
LWCFA
595
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.32M -$661K -8,201 -34%
RW
596
REDW Wealth
New Mexico
$1.32M -$6.93K -86 -0.5%
NEPWA
597
New England Private Wealth Advisors
Massachusetts
$1.31M +$403 +5 +0%
BAG
598
Briggs Advisory Group
Rhode Island
$1.31M +$1.27M +15,716 New
BFM
599
Boston Financial Management
Massachusetts
$1.31M – – –
GT
600
Glenview Trust
Kentucky
$1.31M +$128K +1,585 +11%
22 23
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