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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
601
Pinnacle Advisory Group
Maryland
$441K – – –
CANC
602
Culbertson A N & Co
Virginia
$427K – – –
SXL
603
Summit X LLC
Missouri
$427K +$5.98K +136 +1%
WSTAM
604
Wilbanks Smith & Thomas Asset Management
Virginia
$423K +$10.4K +236 +3%
FRA
605
Front Row Advisors
California
$422K – – –
LWAC
606
Laurel Wealth Advisors (California)
California
$416K +$28.7K +652 +8%
CFA
607
Carroll Financial Associates
North Carolina
$415K -$18.6K -424 -4%
CCB
608
Cutter & Co Brokerage
Missouri
$415K +$880 +20 +0.2%
AFG
609
Albion Financial Group
Utah
$412K -$52.8K -1,200 -12%
DBRC
610
D.B. Root & Company
Pennsylvania
$412K -$15.3K -348 -4%
MWM
611
Modera Wealth Management
New Jersey
$411K – – –
OCG
612
Opus Capital Group
Ohio
$409K – – –
CT
613
Cambridge Trust
Massachusetts
$408K -$22.3K -508 -5%
WTB
614
Washington Trust Bank
Washington
$405K – – –
WCM
615
Wealthcare Capital Management
Virginia
$404K – – –
CA
616
Claro Advisors
Massachusetts
$403K +$4.93K +112 +1%
HCM
617
Hollencrest Capital Management
California
$401K – – –
AAM
618
Augustine Asset Management
Florida
$401K +$394K +8,948 New
CFS
619
CRA Financial Services
New Jersey
$398K – – –
TA
620
Trellis Advisors
Washington
$388K – – –
CP
621
Covenant Partners
Tennessee
$384K – – –
SLWS
622
Swaine & Leidel Wealth Services
Florida
$384K +$377K +8,572 New
FNBOSM
623
First National Bank of South Miami
Florida
$379K -$20.9K -476 -5%
SFG
624
SNS Financial Group
Minnesota
$376K +$528 +12 +0.1%
GI
625
GAMCO Investors
Connecticut
$376K +$369K +8,400 New
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25
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