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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
751
Almanack Investment Partners
Pennsylvania
$670K -$65.1K -866 -9%
TI
752
tru Independence
Oregon
$667K -$57.7K -768 -8%
SSB
753
Sandy Spring Bank
Maryland
$666K -$7.29K -97 -1%
TFS
754
TrustCore Financial Services
Tennessee
$666K +$611K +8,137 +1,401%
CGPCS
755
Capital Group Private Client Services
California
$665K -$15.2K -202 -2%
FTUS
756
Flow Traders U.S.
New York
$661K +$129K +1,722 +25%
CA
757
Claro Advisors
Massachusetts
$660K – – –
TC
758
TAP Consulting
Missouri
$659K +$1.05K +14 +0.2%
HFS
759
Heritage Financial Services
Massachusetts
$658K – – –
MCM
760
Mengis Capital Management
Oregon
$648K -$59.3K -790 -9%
RWA
761
RGT Wealth Advisors
Texas
$648K +$36.6K +487 +6%
FIB
762
First Interstate Bank
Montana
$646K -$9.24K -123 -1%
VC
763
Vicus Capital
Pennsylvania
$645K -$12.1K -161 -2%
ST
764
Sageworth Trust
Pennsylvania
$643K – – –
WA
765
Waverly Advisors
Alabama
$639K -$372K -4,948 -37%
CMP
766
Courage Miller Partners
Virginia
$638K +$36.5K +486 +6%
WF
767
Welch & Forbes
Massachusetts
$637K +$129K +1,717 +26%
WJWM
768
Williams Jones Wealth Management
New York
$632K – – –
DT
769
Diversified Trust
Tennessee
$631K +$248K +3,305 +67%
SWA
770
SFMG Wealth Advisors
Texas
$627K -$37.6K -501 -6%
HCM
771
HMS Capital Management
Tennessee
$624K -$33.5K -446 -5%
BFG
772
Berger Financial Group
Minnesota
$623K – – –
FPGK
773
Financial Partners Group (Kansas)
Kansas
$622K +$2.1K +28 +0.3%
YCM
774
Yousif Capital Management
Michigan
$620K -$4.82M -64,170 -89%
VHAM
775
Van Hulzen Asset Management
California
$620K – – –
29 30
31
32 33