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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
DIA
726
Dana Investment Advisors
Wisconsin
$225K -$10.9K -248 -5%
FPCP
727
Fort Point Capital Partners
California
$224K -$70.4K -1,600 -24%
TWM
728
Titus Wealth Management
California
$224K -$46.8K -1,064 -18%
WA1
729
Wimmer Associates 1
California
$224K – – –
ACG
730
Allen Capital Group
Nebraska
$224K +$220K +4,996 New
FANJ
731
Financial Architects (New Jersey)
New Jersey
$223K -$130K -2,956 -37%
GGI
732
Godsey & Gibb Inc
Virginia
$223K – – –
NAS
733
Nicolet Advisory Services
Wisconsin
$218K – – –
CAM
734
Covenant Asset Management
New Jersey
$217K – – –
LGWM
735
Litman Gregory Wealth Management
California
$217K – – –
CAN
736
Claraphi Advisory Network
United States
$217K +$213K +4,852 New
CPSAC
737
Chas P. Smith & Associates (CPS)
Florida
$216K – – –
PL
738
Plancorp LLC
Missouri
$216K – – –
RVPG
739
Relative Value Partners Group
$216K +$704 +16 +0.3%
WJA
740
Williams Jones & Associates
New York
$215K +$211K +4,800 New
BFA
741
Beaumont Financial Advisors
Massachusetts
$213K -$704 -16 -0.3%
KPW
742
Kore Private Wealth
New York
$213K – – –
SDWMA
743
Schneider Downs Wealth Management Advisors
Pennsylvania
$211K -$158K -3,600 -43%
CAMG
744
CWA Asset Management Group
Florida
$211K – – –
PB
745
Pinnacle Bancorp
Nebraska
$210K – – –
FAN
746
Financial Advisors Network
California
$209K +$207K +4,716 New
FVWA
747
Foster Victor Wealth Advisors
South Carolina
$208K -$24.6K -560 -11%
CA
748
CapWealth Advisors
Tennessee
$208K +$204K +4,632 New
CAM
749
Concorde Asset Management
Michigan
$205K +$202K +4,588 New
FIB
750
First Interstate Bank
Montana
$204K – – –
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30
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