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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
626
Trellis Advisors
Washington
$390K – – –
CP
627
Covenant Partners
Tennessee
$385K – – –
FNBOO
628
First National Bank of Omaha
Nebraska
$384K -$408K -9,024 -51%
BSB
629
Bangor Savings Bank
Maine
$382K +$33.8K +748 +10%
GI
630
GAMCO Investors
Connecticut
$378K – – –
SFG
631
SNS Financial Group
Minnesota
$377K – – –
FNBOSM
632
First National Bank of South Miami
Florida
$376K – – –
TI
633
Trexquant Investment
Connecticut
$372K +$374K +8,272 New
FIG
634
FundX Investment Group
California
$367K -$12.8M -284,016 -97%
MWM
635
Modera Wealth Management
New Jersey
$366K -$47K -1,040 -11%
EFS
636
Essex Financial Services
Connecticut
$366K +$88.8K +1,964 +32%
AC
637
Addison Capital
Pennsylvania
$365K – – –
SBWM
638
Sunflower Bank Wealth Management
Arizona
$364K +$2.71K +60 +0.7%
WCG
639
Weaver Consulting Group
California
$361K – – –
BFG
640
Beacon Financial Group
Texas
$358K – – –
GW
641
GW & Wade
Massachusetts
$353K +$71.3K +1,576 +25%
WI
642
Wintrust Investments
Illinois
$349K -$3.62K -80 -1%
AIA
643
Avalon Investment & Advisory
Texas
$349K +$351K +7,764 New
FA
644
Fiducient Advisors
Illinois
$344K -$14.5K -320 -4%
RIA
645
Realta Investment Advisors
Delaware
$342K +$15.6K +344 +5%
DWM
646
Darwin Wealth Management
Florida
$341K +$181 +4 +0.1%
CL
647
Cabana LLC
Arkansas
$340K +$342K +7,556 New
FDS
648
Freedom Day Solutions
Texas
$338K -$27.7K -612 -8%
MCM
649
Murphy Capital Management
New Jersey
$337K – – –
SBSB
650
Sullivan, Bruyette, Speros & Blaney
Virginia
$336K – – –
24 25
26
27 28