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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
751
WealthBridge Capital Management
Ohio
$134K -$10.7K -260 -8%
SIAS
752
Shine Investment Advisory Services
Colorado
$133K +$328 +8 +0.3%
DBT
753
Dubuque Bank & Trust
Iowa
$128K – – –
AIM
754
Advantage Investment Management
Iowa
$125K -$24.3K -592 -17%
SWP
755
Strategic Wealth Partners
Ohio
$121K -$4.26K -104 -4%
TWA
756
TCI Wealth Advisors
Arizona
$117K – – –
WTC
757
WhitTier Trust Company
Nevada
$117K – – –
SIM
758
Sonora Investment Management
Arizona
$115K – – –
BBNA
759
Bremer Bank National Association
Minnesota
$114K +$104K +2,544 New
JWA
760
JFS Wealth Advisors
Pennsylvania
$112K – – –
FBT
761
First Bank & Trust
South Dakota
$106K – – –
PMFA
762
Plante Moran Financial Advisors
Michigan
$105K -$32.8K -800 -25%
CTB
763
Country Trust Bank
Illinois
$105K – – –
BWM
764
BerganKDV Wealth Management
Minnesota
$103K – – –
RFA
765
Reilly Financial Advisors
California
$101K +$30.3K +740 +46%
PFGIA
766
Patriot Financial Group Insurance Agency
Massachusetts
$101K +$71K +1,732 +278%
PGAM
767
Princeton Global Asset Management
New Jersey
$101K +$96.2K +2,348 New
BAM
768
Barrett Asset Management
New York
$100K – – –
HIIFS
769
Harel Insurance Investments & Financial Services
Israel
$100K – – –
QCMNJ
770
Quantum Capital Management (New Jersey)
New Jersey
$95K – – –
CIA
771
Cascade Investment Advisors
Oregon
$94.8K -$8.19K -200 -8%
LWM
772
Liberty Wealth Management
California
$93K -$130K -3,180 -60%
SFSG
773
Stearns Financial Services Group
North Carolina
$93K – – –
LWA
774
Lowe Wealth Advisors
Maryland
$90K -$119K -2,900 -58%
POIA
775
Pin Oak Investment Advisors
Texas
$90K -$8.19K -200 -9%
29 30
31
32 33