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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
676
Harbor Investment Advisory
Maryland
$676K -$169K -2,784 -21%
WSTAM
677
Wilbanks Smith & Thomas Asset Management
Virginia
$676K +$1.94K +32 +0.3%
CG
678
Corundum Group
Colorado
$672K – – –
OC
679
Oakworth Capital
Alabama
$665K -$1.21K -20 -0.2%
RC
680
RegentAtlantic Capital
New Jersey
$665K +$48.5K +800 +8%
BFA
681
Beaumont Financial Advisors
Massachusetts
$654K +$105K +1,724 +20%
VR
682
Viridian RIA
Washington
$652K -$131K -2,155 -17%
TWM
683
Tradition Wealth Management
Minnesota
$652K +$619K +10,213 New
FCA
684
FinTrust Capital Advisors
South Carolina
$650K -$14.3K -236 -2%
SWA
685
Sutton Wealth Advisors
Florida
$645K -$49.5K -816 -7%
BBPWM
686
Blue Bell Private Wealth Management
Pennsylvania
$640K -$658K -10,850 -51%
SWM
687
Stockman Wealth Management
Montana
$639K – – –
SPP
688
Single Point Partners
Massachusetts
$633K -$1.46K -24 -0.2%
PS
689
Planned Solutions
California
$631K – – –
DT
690
Diversified Trust
Tennessee
$629K +$424 +7 +0.1%
SQA
691
Simon Quick Advisors
New Jersey
$629K +$225K +3,713 +60%
LL
692
LPWM LLC
Minnesota
$627K +$137K +2,257 +30%
UBV
693
United Bank (Virginia)
Virginia
$625K – – –
SWA
694
Sax Wealth Advisors
New Jersey
$622K +$591K +9,744 New
FEM
695
Fulcrum Equity Management
Texas
$620K +$121K +2,003 +26%
CPO
696
Cerity Partners OCIO
New York
$618K -$9.03K -149 -2%
LC
697
Lindbrook Capital
California
$616K -$204K -3,372 -26%
WAP
698
Wealthcare Advisory Partners
Pennsylvania
$616K +$25.3K +417 +5%
RBFC
699
Roman Butler Fullerton & Co
Missouri
$615K +$667 +11 +0.1%
FFS
700
Founders Financial Securities
Maryland
$611K +$32.3K +532 +6%
26 27
28
29 30