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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
726
Harvey Capital Management
Florida
$363K – – –
CG
727
Corundum Group
Colorado
$359K – – –
TF
728
Tompkins Financial
New York
$358K – – –
ONST
729
Old North State Trust
North Carolina
$355K – – –
AA
730
Ancora Advisors
Ohio
$354K +$117K +2,440 +56%
CSM
731
CAMG Solamere Management
North Carolina
$352K +$9.59K +200 +3%
WA
732
WBH Advisory
Maryland
$351K +$8.05K +168 +3%
NSB
733
Norway Savings Bank
Maine
$351K +$15.3K +320 +5%
NFG
734
NewFocus Financial Group
Washington
$349K -$764K -15,932 -70%
JGIA
735
Jackson Grant Investment Advisers
Connecticut
$349K +$575 +12 +0.2%
VAS
736
Vestmark Advisory Solutions
Massachusetts
$349K +$10.9K +228 +4%
SPL
737
Smart Portfolios LLC
Washington
$347K – – –
NP
738
NorthRock Partners
Minnesota
$345K -$117K -2,436 -27%
ACM
739
Alpha Capital Management
Texas
$345K – – –
MFW
740
Mosaic Family Wealth
Missouri
$345K +$13.4K +280 +4%
LL
741
LPWM LLC
Minnesota
$345K +$319K +6,656 New
CFO
742
CVA Family Office
Colorado
$342K – – –
HCA
743
Heck Capital Advisors
Wisconsin
$337K +$312K +6,500 New
CWM
744
Chesapeake Wealth Management
Virginia
$336K – – –
IC
745
InterOcean Capital
Illinois
$335K -$79.6K -1,660 -20%
TNB
746
TCF National Bank
South Dakota
$335K +$1.53K +32 +0.4%
AP
747
Atwood & Palmer
Missouri
$333K – – –
SIC
748
Samalin Investment Counsel
New York
$332K -$74.4K -1,552 -19%
AC
749
Abbrea Capital
California
$332K – – –
CFA
750
CWS Financial Advisors
Michigan
$330K -$60.8K -1,268 -17%
28 29
30
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