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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
TYCC
601
Texas Yale Capital Corp
Florida
$670K – – –
PA
602
Pinnacle Associates
New York
$669K +$11.5K +204 +2%
DI
603
Disciplined Investments
Oklahoma
$666K -$50.5K -892 -7%
9WM
604
9258 Wealth Management
Ohio
$666K +$2.01M +35,568 +300%
HSA
605
HBK Sorce Advisory
Pennsylvania
$664K -$465K -8,220 -42%
LF
606
LifeSteps Financial
California
$664K – – –
MWM
607
McNaughton Wealth Management
California
$657K -$78.1K -1,380 -11%
FIB
608
First Interstate Bank
Montana
$653K – – –
PWA
609
Providence Wealth Advisors
Illinois
$653K – – –
MMHP
610
Murphy Middleton Hinkle & Parker
Georgia
$650K +$679 +12 +0.1%
BCP
611
Blue Chip Partners
Michigan
$640K +$39.2K +692 +7%
BOPW
612
Brandywine Oak Private Wealth
Pennsylvania
$636K – – –
WI
613
Wintrust Investments
Illinois
$633K +$36.5K +644 +6%
WWM
614
Windsor Wealth Management
Indiana
$633K +$1.84M +32,532 +300%
SWA
615
Sutton Wealth Advisors
Florida
$631K – – –
IAN
616
Integrated Advisors Network
Texas
$625K -$203K -3,588 -25%
AIA
617
Arbor Investment Advisors
North Carolina
$625K -$16.1K -284 -3%
CIA
618
Capital Investment Advisors
Georgia
$623K +$20.6K +364 +3%
VWA
619
Visionary Wealth Advisors
Illinois
$620K +$607K +10,728 New
LTI
620
Laffer Tengler Investments
Tennessee
$618K – – –
RPC
621
Rossmore Private Capital
Connecticut
$617K – – –
FT
622
Fiduciary Trust
Massachusetts
$615K +$271K +4,788 +82%
WCG
623
Weaver Consulting Group
California
$613K +$7.7K +136 +1%
WSTAM
624
Wilbanks Smith & Thomas Asset Management
Virginia
$610K – – –
CG
625
Corundum Group
Colorado
$608K +$204K +3,600 +52%
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25
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