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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
651
Oakworth Capital
Alabama
$747K – – –
FA
652
Fountainhead AM
New Jersey
$746K – – –
WAP
653
Wealthcare Advisory Partners
Pennsylvania
$742K +$10.7K +155 +2%
FCA
654
FinTrust Capital Advisors
South Carolina
$741K – – –
WI
655
Wintrust Investments
Illinois
$740K -$19.9K -288 -3%
IRAG
656
Investment Research & Advisory Group
Georgia
$739K +$704K +10,164 New
LFF
657
Level Four Financial
Texas
$737K -$82.6K -1,193 -11%
CPO
658
Cerity Partners OCIO
New York
$736K -$9.33M -134,814 -93%
SWA
659
Sutton Wealth Advisors
Florida
$735K – – –
DSC
660
Duncker Streett & Co
Missouri
$732K -$122K -1,764 -15%
SIC
661
Samalin Investment Counsel
New York
$726K +$175K +2,523 +34%
HCM
662
HMS Capital Management
Tennessee
$723K +$30.9K +446 +5%
JIP
663
Jaffetilchin Investment Partners
Florida
$723K +$379K +5,473 +104%
PS
664
Planned Solutions
California
$719K – – –
BFA
665
Beaumont Financial Advisors
Massachusetts
$717K – – –
CIA
666
Capital Investment Advisors
Georgia
$716K -$12.4K -179 -2%
SPP
667
Single Point Partners
Massachusetts
$716K – – –
FWCM
668
Ferguson Wellman Capital Management
Oregon
$713K – – –
SSB
669
Sandy Spring Bank
Maryland
$711K -$59.8K -864 -8%
FCB
670
First Command Bank
Texas
$710K – – –
FCFS
671
First Command Financial Services
Texas
$710K – – –
SWA
672
Sax Wealth Advisors
New Jersey
$709K +$761 +11 +0.1%
RBFC
673
Roman Butler Fullerton & Co
Missouri
$702K +$415 +6 +0.1%
TWM
674
Tradition Wealth Management
Minnesota
$701K -$23K -333 -3%
GP
675
Girard Partners
Pennsylvania
$697K +$178K +2,568 +37%
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