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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
651
Pathway Financial Advisors
Vermont
$2.72M – – –
MCC
652
Money Concepts Capital
Florida
$2.7M -$1.03M -10,323 -28%
HCM
653
Hudson Capital Management
New Jersey
$2.7M -$1.36M -13,612 -34%
IFWM
654
Institute for Wealth Management
Colorado
$2.69M -$58.3K -584 -2%
CG
655
Corundum Group
Colorado
$2.69M -$27.9K -280 -1%
CAC
656
Certified Advisory Corp
Florida
$2.66M -$97.4K -976 -4%
BOJHT
657
Bank of Jackson Hole Trust
Wyoming
$2.66M +$2.61M +26,206 New
RIS
658
Retirement Income Solutions
Michigan
$2.66M +$208K +2,082 +9%
FWTB
659
First Western Trust Bank
Colorado
$2.65M -$57.3K -574 -2%
MBT
660
Montecito Bank & Trust
California
$2.64M – – –
KFI
661
Key Financial Inc
Pennsylvania
$2.64M – – –
PP
662
Prosperity Planning
Missouri
$2.64M -$21.2K -213 -0.8%
D
663
Dentgroup
Louisiana
$2.63M +$14.9K +149 +0.6%
IB
664
Intrust Bank
Kansas
$2.63M -$10.6K -106 -0.4%
SWA
665
Strategies Wealth Advisors
Michigan
$2.61M -$340K -3,407 -12%
NB
666
Northwest Bancshares
Pennsylvania
$2.58M – – –
LA
667
Lane & Associates
New Jersey
$2.57M +$94.8K +950 +4%
TPWA
668
TRUE Private Wealth Advisors
Oregon
$2.56M -$2.36M -23,614 -48%
FCBT
669
First Citizens Bank & Trust
North Carolina
$2.56M -$46.6K -467 -2%
SFG
670
Sovereign Financial Group
Connecticut
$2.55M -$46.6K -467 -2%
B
671
Bailard
California
$2.54M -$124K -1,246 -5%
LIA
672
LifePlan Investment Advisors
North Carolina
$2.53M +$357K +3,579 +17%
EFG
673
Elios Financial Group
Ohio
$2.53M -$42.1K -422 -2%
CIA
674
Choate Investment Advisors
Massachusetts
$2.53M – – –
BWA
675
BCU Wealth Advisors
Illinois
$2.52M -$113K -1,133 -4%
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