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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
726
Sutton Wealth Advisors
Florida
$846K – – –
DSC
727
Duncker Streett & Co
Missouri
$844K +$886 +11 +0.1%
AFA
728
American Financial Advisors
Georgia
$839K -$32.5K -404 -4%
RC
729
RegentAtlantic Capital
New Jersey
$839K +$32.2K +400 +4%
FCA
730
FinTrust Capital Advisors
South Carolina
$835K -$16.8K -208 -2%
OPS
731
Orion Portfolio Solutions
Nebraska
$833K +$139K +1,724 +21%
NEWAS
732
N.E.W. Advisory Services
Wisconsin
$832K -$147K -1,824 -16%
PB
733
Pinnacle Bancorp
Nebraska
$832K +$131K +1,627 +20%
SQA
734
Simon Quick Advisors
New Jersey
$831K -$11.4K -142 -1%
EP
735
Edgestream Partners
New Jersey
$827K +$136K +1,687 +21%
PS
736
Planned Solutions
California
$827K +$796K +9,884 New
SPP
737
Single Point Partners
Massachusetts
$821K +$790K +9,811 New
FFS
738
Founders Financial Securities
Maryland
$817K +$787K +9,766 New
BFA
739
Beaumont Financial Advisors
Massachusetts
$816K – – –
OC
740
Oakworth Capital
Alabama
$811K -$10.6K -132 -1%
FIM
741
Fernwood Investment Management
Massachusetts
$809K – – –
AIP
742
Almanack Investment Partners
Pennsylvania
$807K +$206K +2,557 +36%
JIC
743
Joel Isaacson & Co
New York
$802K +$644 +8 +0.1%
GWS
744
Glassman Wealth Services
Virginia
$801K – – –
GP
745
Girard Partners
Pennsylvania
$796K +$12.5K +155 +2%
TI
746
tru Independence
Oregon
$795K +$20K +248 +3%
WMS
747
Wealth Management Solutions
Pennsylvania
$795K +$765K +9,497 New
CTA
748
Colonial Trust Advisors
South Carolina
$793K -$84K -1,043 -10%
RBFC
749
Roman Butler Fullerton & Co
Missouri
$792K -$16.4K -204 -2%
CB
750
CNB Bank
Pennsylvania
$786K – – –
28 29
30
31 32