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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
SFWA
751
Summit Financial Wealth Advisors
Louisiana
$525K +$539K +8,152 New
TWP
752
TFO Wealth Partners
Ohio
$524K -$13.2K -200 -2%
HFS
753
Heritage Financial Services
Massachusetts
$520K +$397 +6 +0.1%
RWA
754
RGT Wealth Advisors
Texas
$512K – – –
FIB
755
First Interstate Bank
Montana
$510K – – –
RMCM
756
Reynders McVeigh Capital Management
Massachusetts
$509K -$42K -635 -7%
CFD
757
Creative Financial Designs
Indiana
$508K -$182K -2,751 -25%
ST
758
Sageworth Trust
Pennsylvania
$508K – – –
CWM
759
Castle Wealth Management
Florida
$506K +$555K +8,388 New
SPIO
760
Seven Post Investment Office
California
$506K +$555K +8,390 New
TI
761
tru Independence
Oregon
$505K -$24.2K -366 -4%
LWCFA
762
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$502K +$256K +3,871 +87%
TFS
763
TrustCore Financial Services
Tennessee
$501K -$27.8K -420 -5%
WCG
764
Weaver Consulting Group
California
$496K -$86.3K -1,304 -14%
HCM
765
HMS Capital Management
Tennessee
$493K – – –
BFG
766
Berger Financial Group
Minnesota
$492K – – –
FPGK
767
Financial Partners Group (Kansas)
Kansas
$492K +$199 +3 +0%
WSTAM
768
Wilbanks Smith & Thomas Asset Management
Virginia
$491K -$23.4K -353 -4%
VHAM
769
Van Hulzen Asset Management
California
$490K -$331 -5 -0.1%
GI
770
GAMCO Investors
Connecticut
$483K – – –
NEWAS
771
N.E.W. Advisory Services
Wisconsin
$480K -$577K -8,725 -52%
FCB
772
First Command Bank
Texas
$478K – – –
FCFS
773
First Command Financial Services
Texas
$478K – – –
TP
774
Tranquility Partners
Tennessee
$474K +$520K +7,860 New
WF
775
Welch & Forbes
Massachusetts
$473K -$33.1K -500 -6%
29 30
31
32 33