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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
CTA
726
Chesley Taft & Associates
Illinois
$398K +$67.7K +1,196 +21%
AWM
727
Affinity Wealth Management
Delaware
$398K +$388K +6,848 New
AAM
728
Augustine Asset Management
Florida
$397K -$90.3K -1,596 -19%
ONST
729
Old North State Trust
North Carolina
$395K – – –
HCA
730
Heck Capital Advisors
Wisconsin
$394K +$18.1K +320 +5%
DBRC
731
D.B. Root & Company
Pennsylvania
$391K -$79.9K -1,412 -17%
JGIA
732
Jackson Grant Investment Advisers
Connecticut
$390K +$906 +16 +0.2%
FPCP
733
Fort Point Capital Partners
California
$388K +$52.5K +928 +16%
WA
734
WBH Advisory
Maryland
$387K -$4.98K -88 -1%
JIP
735
Jaffetilchin Investment Partners
Florida
$385K -$433K -7,644 -53%
ACM
736
Alpha Capital Management
Texas
$384K – – –
MFW
737
Mosaic Family Wealth
Missouri
$384K – – –
CSM
738
CAMG Solamere Management
North Carolina
$381K -$11.3K -200 -3%
CFO
739
CVA Family Office
Colorado
$381K – – –
AP
740
Atwood & Palmer
Missouri
$378K +$6.57K +116 +2%
FFA
741
Founders Financial Alliance
North Carolina
$378K +$364K +6,424 New
WG
742
Welch Group
Alabama
$375K +$97.4K +1,720 +36%
CWM
743
Chesapeake Wealth Management
Virginia
$374K – – –
NFG
744
NewFocus Financial Group
Washington
$373K -$14.5K -256 -4%
LHC
745
Little House Capital
Massachusetts
$371K -$147K -2,600 -29%
AA
746
Ancora Advisors
Ohio
$371K -$23.3K -412 -6%
AC
747
Abbrea Capital
California
$370K – – –
OFG
748
Oxford Financial Group
Indiana
$369K +$362K +6,396 New
PO
749
Private Ocean
California
$368K +$335K +5,920 +1,333%
TWM
750
Titus Wealth Management
California
$365K +$19K +336 +6%
28 29
30
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