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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
726
American Financial Advisors
Georgia
$839K -$32.5K -404 -4%
RC
727
RegentAtlantic Capital
New Jersey
$839K +$32.2K +400 +4%
FCA
728
FinTrust Capital Advisors
South Carolina
$835K -$16.8K -208 -2%
OPS
729
Orion Portfolio Solutions
Nebraska
$833K +$139K +1,724 +21%
NEWAS
730
N.E.W. Advisory Services
Wisconsin
$832K -$147K -1,824 -16%
PB
731
Pinnacle Bancorp
Nebraska
$832K +$131K +1,627 +20%
SQA
732
Simon Quick Advisors
New Jersey
$831K -$11.4K -142 -1%
EP
733
Edgestream Partners
New Jersey
$827K +$136K +1,687 +21%
PS
734
Planned Solutions
California
$827K +$796K +9,884 New
SPP
735
Single Point Partners
Massachusetts
$821K +$790K +9,811 New
FFS
736
Founders Financial Securities
Maryland
$817K +$787K +9,766 New
BFA
737
Beaumont Financial Advisors
Massachusetts
$816K – – –
OC
738
Oakworth Capital
Alabama
$811K -$10.6K -132 -1%
FIM
739
Fernwood Investment Management
Massachusetts
$809K – – –
AIP
740
Almanack Investment Partners
Pennsylvania
$807K +$206K +2,557 +36%
JIC
741
Joel Isaacson & Co
New York
$802K +$644 +8 +0.1%
GWS
742
Glassman Wealth Services
Virginia
$801K – – –
GP
743
Girard Partners
Pennsylvania
$796K +$12.5K +155 +2%
TI
744
tru Independence
Oregon
$795K +$20K +248 +3%
WMS
745
Wealth Management Solutions
Pennsylvania
$795K +$765K +9,497 New
CTA
746
Colonial Trust Advisors
South Carolina
$793K -$84K -1,043 -10%
RBFC
747
Roman Butler Fullerton & Co
Missouri
$792K -$16.4K -204 -2%
CB
748
CNB Bank
Pennsylvania
$786K – – –
CANC
749
Culbertson A N & Co
Virginia
$779K – – –
MCM
750
Mengis Capital Management
Oregon
$776K – – –
28 29
30
31 32