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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
WIC
726
Whitegate Investment Counselors
New Hampshire
$507K -$27.8K -430 -5%
CWG
727
Cornerstone Wealth Group
North Carolina
$506K +$65 +1 +0%
SXL
728
Summit X LLC
Missouri
$505K -$98.4K -1,522 -16%
SB
729
Sunflower Bank
Texas
$499K -$17.8K -275 -3%
FT
730
Fiduciary Trust
Massachusetts
$499K – – –
AC
731
Abbrea Capital
California
$496K – – –
GAM
732
Gemmer Asset Management
California
$493K +$11.8K +182 +2%
WCM
733
Wealthcare Capital Management
Virginia
$489K -$24K -371 -5%
SIC
734
Samalin Investment Counsel
New York
$485K +$78.2K +1,209 +19%
HT
735
Heritage Trust
Oklahoma
$483K +$15.1K +233 +3%
APW
736
Aurora Private Wealth
New Jersey
$482K -$28K -433 -6%
CWS
737
Cypress Wealth Services
California
$481K -$10.7K -166 -2%
TWM
738
Titus Wealth Management
California
$475K +$24.5K +379 +5%
IC
739
IEQ Capital
California
$475K +$471K +7,290 New
FAM
740
Formidable Asset Management
Ohio
$474K +$4.91K +76 +1%
ACA
741
Affinity Capital Advisors
California
$471K -$1.49K -23 -0.3%
AWM
742
Affinity Wealth Management
Delaware
$471K +$32.6K +504 +8%
UBV
743
United Bank (Virginia)
Virginia
$469K -$168K -2,600 -27%
MM
744
Meridian Management
Arkansas
$469K – – –
SIC
745
Salem Investment Counselors
North Carolina
$469K – – –
BWM
746
BerganKDV Wealth Management
Minnesota
$467K – – –
TNB
747
TCF National Bank
South Dakota
$466K -$4.2K -65 -0.9%
W
748
Wealthquest
Ohio
$465K -$25.9K -400 -5%
CTA
749
Chesley Taft & Associates
Illinois
$465K – – –
TCA
750
Transcend Capital Advisors
New Jersey
$465K +$152K +2,350 +49%
28 29
30
31 32