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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
PL
601
Parthenon LLC
Kentucky
$252K – – –
WIM
602
Westside Investment Management
California
$249K +$365K +8,484 +349%
WJA
603
Williams Jones & Associates
New York
$249K – – –
RW
604
Rand Wealth
Maryland
$248K -$4.13K -96 -2%
JGIA
605
Jackson Grant Investment Advisers
Connecticut
$246K +$688 +16 +0.3%
FNT
606
First Nebraska Trust
Nebraska
$245K +$238K +5,532 New
RG
607
Rikoon Group
New Mexico
$241K +$688 +16 +0.3%
CTA
608
Colonial Trust Advisors
South Carolina
$240K -$39.4K -916 -14%
TIM
609
Tortoise Investment Management
New York
$239K – – –
SFP
610
Shepherd Financial Partners
Massachusetts
$238K – – –
BCI
611
Brinker Capital Investments
Pennsylvania
$238K +$180K +4,192 +358%
PAM
612
Palisade Asset Management
Minnesota
$237K – – –
ALIONA
613
Allianz Life Insurance of North America
Minnesota
$236K +$3.61K +84 +2%
BFPW
614
BOK Financial Private Wealth
Colorado
$235K -$1.72K -40 -0.7%
LRIA
615
Leonard Rickey Investment Advisors
Washington
$235K – – –
RBC
616
Roble Belko & Company
Pennsylvania
$235K – – –
LBC
617
Lowe Brockenbrough & Co
Virginia
$235K +$228K +5,308 New
AL
618
Aspiriant LLC
California
$234K – – –
KF
619
Krilogy Financial
Missouri
$231K +$224K +5,220 New
CBB
620
Citizens Business Bank
California
$230K – – –
DWM
621
Darwin Wealth Management
Florida
$230K +$222K +5,176 New
CWM
622
Confluence Wealth Management
Oregon
$229K – – –
OFG
623
OmniStar Financial Group
North Carolina
$227K -$1.38K -32 -0.6%
LWA
624
Lowe Wealth Advisors
Maryland
$222K – – –
MFW
625
Mosaic Family Wealth
Missouri
$221K -$12K -280 -5%
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25
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