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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
726
WealthTrust-Arizona
Arizona
$127K +$486 +12 +0.4%
WCM
727
WealthBridge Capital Management
Ohio
$125K +$134K +3,316 New
PMFA
728
Plante Moran Financial Advisors
Michigan
$122K +$32.4K +800 +33%
QAM
729
QCI Asset Management
New York
$121K – – –
NSG
730
Nalls Sherbakoff Group
Tennessee
$121K +$130K +3,220 New
SWP
731
Strategic Wealth Partners
Ohio
$116K -$2.1K -52 -2%
SIAS
732
Shine Investment Advisory Services
Colorado
$115K +$809 +20 +0.7%
BTNA
733
Bremer Trust National Association
Minnesota
$113K +$121K +2,988 New
DBT
734
Dubuque Bank & Trust
Iowa
$111K – – –
TWA
735
TCI Wealth Advisors
Arizona
$102K – – –
WTC
736
WhitTier Trust Company
Nevada
$102K +$110K +2,720 New
WEC
737
Winslow Evans & Crocker
Massachusetts
$100K -$14.6K -360 -12%
SIM
738
Sonora Investment Management
Arizona
$100K – – –
JWA
739
JFS Wealth Advisors
Pennsylvania
$98K -$10.4K -256 -9%
BHWM
740
Bay Harbor Wealth Management
Maryland
$97K +$104K +2,564 New
APC
741
Aspire Private Capital
North Carolina
$94K +$101K +2,500 New
FBT
742
First Bank & Trust
South Dakota
$93K – – –
CTB
743
Country Trust Bank
Illinois
$92K – – –
WIM
744
Westside Investment Management
California
$91.6K -$343K -8,484 -78%
DWM
745
Doyle Wealth Management
Florida
$91K +$98.1K +2,424 New
CIA
746
Cascade Investment Advisors
Oregon
$90.4K +$97.1K +2,400 New
BWM
747
BerganKDV Wealth Management
Minnesota
$90K +$162 +4 +0.2%
BAM
748
Barrett Asset Management
New York
$88K -$13.8K -340 -13%
HIIFS
749
Harel Insurance Investments & Financial Services
Israel
$87K – – –
POIA
750
Pin Oak Investment Advisors
Texas
$86K – – –
28 29
30
31 32