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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
726
Tompkins Financial
New York
$398K – – –
CTA
727
Chesley Taft & Associates
Illinois
$398K +$67.7K +1,196 +21%
AWM
728
Affinity Wealth Management
Delaware
$398K +$388K +6,848 New
AAM
729
Augustine Asset Management
Florida
$397K -$90.3K -1,596 -19%
ONST
730
Old North State Trust
North Carolina
$395K – – –
HCA
731
Heck Capital Advisors
Wisconsin
$394K +$18.1K +320 +5%
DBRC
732
D.B. Root & Company
Pennsylvania
$391K -$79.9K -1,412 -17%
JGIA
733
Jackson Grant Investment Advisers
Connecticut
$390K +$906 +16 +0.2%
FPCP
734
Fort Point Capital Partners
California
$388K +$52.5K +928 +16%
WA
735
WBH Advisory
Maryland
$387K -$4.98K -88 -1%
JIP
736
Jaffetilchin Investment Partners
Florida
$385K -$433K -7,644 -53%
ACM
737
Alpha Capital Management
Texas
$384K – – –
MFW
738
Mosaic Family Wealth
Missouri
$384K – – –
CSM
739
CAMG Solamere Management
North Carolina
$381K -$11.3K -200 -3%
CFO
740
CVA Family Office
Colorado
$381K – – –
AP
741
Atwood & Palmer
Missouri
$378K +$6.57K +116 +2%
FFA
742
Founders Financial Alliance
North Carolina
$378K +$364K +6,424 New
WG
743
Welch Group
Alabama
$375K +$97.4K +1,720 +36%
CWM
744
Chesapeake Wealth Management
Virginia
$374K – – –
NFG
745
NewFocus Financial Group
Washington
$373K -$14.5K -256 -4%
LHC
746
Little House Capital
Massachusetts
$371K -$147K -2,600 -29%
AA
747
Ancora Advisors
Ohio
$371K -$23.3K -412 -6%
AC
748
Abbrea Capital
California
$370K – – –
OFG
749
Oxford Financial Group
Indiana
$369K +$362K +6,396 New
PO
750
Private Ocean
California
$368K +$335K +5,920 +1,333%
28 29
30
31 32