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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
751
Alexandria Capital
Virginia
$208K -$47.8K -1,056 -19%
GPA
752
Garrison Point Advisors
California
$203K – – –
ANTB
753
AMG National Trust Bank
Colorado
$203K +$204K +4,500 New
PGA
754
Portland Global Advisors
Maine
$202K -$56.8K -1,256 -22%
AA
755
Ancora Advisors
Ohio
$202K +$203K +4,488 New
PB
756
Pinnacle Bancorp
Nebraska
$199K -$11.4K -252 -5%
SC
757
Sawyer & Company
Massachusetts
$198K – – –
QCIG
758
Quad-Cities Investment Group
Iowa
$194K – – –
TC
759
Truvestments Capital
Florida
$187K +$362 +8 +0.2%
JFGIW
760
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$180K – – –
MFT
761
Moisand Fitzgerald Tamayo
Florida
$178K -$2.17K -48 -1%
LWA
762
Lenox Wealth Advisors
New York
$173K – – –
HR
763
Howe & Rusling
New York
$169K – – –
TIM
764
Tortoise Investment Management
New York
$167K -$72.4K -1,600 -30%
SB
765
Strategic Blueprint
Georgia
$167K +$167K +3,700 New
CCM
766
Covington Capital Management
California
$162K – – –
GSWM
767
Golden State Wealth Management
California
$162K +$181 +4 +0.1%
TWA
768
TCI Wealth Advisors
Arizona
$158K +$12.8K +284 +9%
MPWT
769
MassMutual Private Wealth & Trust
Connecticut
$156K – – –
QAM
770
QCI Asset Management
New York
$144K – – –
IFA
771
Interactive Financial Advisors
Illinois
$143K – – –
CCM
772
Cribstone Capital Management
Maine
$139K – – –
SIAS
773
Shine Investment Advisory Services
Colorado
$139K – – –
SIM
774
Sonora Investment Management
Arizona
$139K +$19K +420 +16%
AWMS
775
Advocacy Wealth Management Services
Georgia
$136K +$17.9K +396 +15%
29 30
31
32 33