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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
651
OneDigital Investment Advisors
Kansas
$326K +$292K +6,636 +1,043%
MM
652
Meridian Management
Arkansas
$323K – – –
RCA
653
Rex Capital Advisors
Rhode Island
$321K – – –
TWM
654
Torch Wealth Management
Ohio
$319K -$352 -8 -0.1%
AP
655
Advisor Partners
California
$315K – – –
HCM
656
Harvey Capital Management
Florida
$313K – – –
LB
657
Legacy Bridge
Iowa
$313K – – –
CSM
658
CAMG Solamere Management
North Carolina
$312K – – –
CG
659
Corundum Group
Colorado
$310K – – –
DIS
660
Diversified Investment Strategies
Louisiana
$310K – – –
ONST
661
Old North State Trust
North Carolina
$306K +$176 +4 +0.1%
SIC
662
Salem Investment Counselors
North Carolina
$306K +$300K +6,820 New
JGIA
663
Jackson Grant Investment Advisers
Connecticut
$297K +$45.6K +1,036 +19%
TSS
664
Two Sigma Securities
New York
$294K -$339K -7,704 -54%
CWM
665
Chesapeake Wealth Management
Virginia
$291K -$3.52K -80 -1%
FPIS
666
Financial Planning & Information Services
Wisconsin
$290K -$2.11K -48 -0.7%
WAS
667
WESPAC Advisors SoCal
California
$290K – – –
MOS
668
MGO One Seven
Ohio
$290K +$16K +364 +6%
WF
669
Welch & Forbes
Massachusetts
$285K – – –
CTA
670
Colonial Trust Advisors
South Carolina
$285K +$8.44K +192 +3%
MFW
671
Mosaic Family Wealth
Missouri
$283K +$2.64K +60 +1%
SMFS
672
Squar Milner Financial Services
California
$282K – – –
SPL
673
Smart Portfolios LLC
Washington
$281K – – –
GW
674
GW & Wade
Massachusetts
$281K +$176 +4 +0.1%
ADL
675
Asset Dedication LLC
California
$280K +$198K +4,508 +259%
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