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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
601
Grimes & Company
Massachusetts
$206K +$212K +5,312 New
RBC
602
Roble Belko & Company
Pennsylvania
$205K – – –
LRIA
603
Leonard Rickey Investment Advisors
Washington
$205K +$2.39K +60 +1%
AL
604
Aspiriant LLC
California
$205K +$211K +5,284 New
VCM
605
Vigilant Capital Management
Maine
$204K – – –
TIM
606
Tortoise Investment Management
New York
$203K – – –
CBB
607
Citizens Business Bank
California
$202K +$207K +5,200 New
AC
608
Alexandria Capital
Virginia
$201K -$10.1K -252 -5%
UWPG
609
Ullmann Wealth Partners Group
Florida
$201K – – –
CWM
610
Confluence Wealth Management
Oregon
$200K +$206K +5,160 New
LWA
611
Lowe Wealth Advisors
Maryland
$194K – – –
KF
612
Krilogy Financial
Missouri
$186K +$97.7K +2,448 +104%
CCM
613
Cribstone Capital Management
Maine
$181K +$1.6K +40 +0.9%
TFS
614
TrustCore Financial Services
Tennessee
$178K -$4.95K -124 -3%
AIP
615
Almanack Investment Partners
Pennsylvania
$178K +$184K +4,604 New
OIA
616
OneDigital Investment Advisors
Kansas
$177K – – –
SC
617
Sawyer & Company
Massachusetts
$170K – – –
IP
618
Intellectus Partners
California
$165K – – –
MFW
619
Mosaic Family Wealth
Missouri
$164K +$117K +2,924 +225%
GTAM
620
Global Trust Asset Management
Florida
$161K -$134K -3,360 -45%
MFT
621
Moisand Fitzgerald Tamayo
Florida
$161K -$28.7K -720 -15%
JA
622
JOYN Advisors
Georgia
$160K +$165K +4,132 New
CCM
623
Covington Capital Management
California
$159K – – –
RWA
624
Ropes Wealth Advisors
Massachusetts
$156K +$27.6K +692 +21%
JFGIW
625
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$155K – – –
23 24
25
26 27