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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
QAM
626
QCI Asset Management
New York
$155K – – –
KCM
627
Karp Capital Management
California
$152K +$157K +3,928 New
BWA
628
Burt Wealth Advisors
Maryland
$144K – – –
IFA
629
Interactive Financial Advisors
Illinois
$137K -$60.8K -1,524 -30%
PG
630
Patten Group
Tennessee
$134K – – –
AWA
631
Acorn Wealth Advisors
Michigan
$133K +$31.6K +792 +31%
JWA
632
JFS Wealth Advisors
Pennsylvania
$132K – – –
S
633
SignatureFD
Georgia
$131K +$135K +3,372 New
MCM
634
Mainstay Capital Management
Michigan
$121K -$160 -4 -0.1%
SIAS
635
Shine Investment Advisory Services
Colorado
$118K +$319 +8 +0.3%
MOS
636
MGO One Seven
Ohio
$117K – – –
DBT
637
Dubuque Bank & Trust
Iowa
$115K – – –
WEC
638
Winslow Evans & Crocker
Massachusetts
$114K +$14.4K +360 +14%
BAM
639
Barrett Asset Management
New York
$113K – – –
TWA
640
TCI Wealth Advisors
Arizona
$105K -$102K -2,560 -48%
SIM
641
Sonora Investment Management
Arizona
$103K +$106K +2,664 New
PMFA
642
Plante Moran Financial Advisors
Michigan
$100K +$5.58K +140 +6%
FBT
643
First Bank & Trust
South Dakota
$95K – – –
CTB
644
Country Trust Bank
Illinois
$94K – – –
WIM
645
Westside Investment Management
California
$92K – – –
RFM
646
Royal Fund Management
Florida
$91K -$395K -9,908 -81%
HIIFS
647
Harel Insurance Investments & Financial Services
Israel
$90K – – –
POIA
648
Pin Oak Investment Advisors
Texas
$88K -$16K -400 -15%
HDIM
649
Hanson & Doremus Investment Management
Vermont
$83K – – –
FA
650
Fortis Advisors
Pennsylvania
$82K +$319 +8 +0.4%
24 25
26
27 28