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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
FIB
701
First Interstate Bank
Montana
$262K +$57.9K +1,280 +28%
CTA
702
Chesley Taft & Associates
Illinois
$257K – – –
PL
703
Parthenon LLC
Kentucky
$256K – – –
RG
704
Rikoon Group
New Mexico
$256K – – –
GP
705
Girard Partners
Pennsylvania
$254K – – –
FNC
706
First National Corp
Massachusetts
$254K +$6.88K +152 +3%
MC
707
Moors & Cabot
Massachusetts
$252K -$2.9K -64 -1%
BFPW
708
BOK Financial Private Wealth
Colorado
$252K – – –
BC
709
Brio Consultants
California
$252K +$905 +20 +0.4%
ABTD
710
Arvest Bank Trust Division
Oklahoma
$251K -$24.1K -532 -9%
WHG
711
Westwood Holdings Group
Texas
$251K – – –
WA
712
Waverly Advisors
Alabama
$251K +$181 +4 +0.1%
WJWM
713
Williams Jones Wealth Management
New York
$251K +$252K +5,580 New
FIA
714
Foundations Investment Advisors
Arizona
$250K +$256K +5,660 New
BIC
715
Beach Investment Counsel
Pennsylvania
$249K – – –
LG
716
Leuthold Group
Minnesota
$249K +$4.88K +108 +2%
ZF
717
Zhang Financial
Michigan
$248K -$14.8K -328 -6%
TWM
718
Titus Wealth Management
California
$248K +$22.8K +504 +10%
AEPG
719
American Economic Planning Group
New Jersey
$244K – – –
PAM
720
Palisade Asset Management
Minnesota
$241K – – –
IA
721
IFG Advisory
Georgia
$240K +$242K +5,348 New
LRIA
722
Leonard Rickey Investment Advisors
Washington
$239K +$181 +4 +0.1%
RBC
723
Roble Belko & Company
Pennsylvania
$238K – – –
CBB
724
Citizens Business Bank
California
$234K – – –
GTAM
725
Global Trust Asset Management
Florida
$234K – – –
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