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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
751
Fountainhead AM
New Jersey
$1M +$4.2K +59 +0.4%
RFP
752
RCS Financial Planning
Maryland
$1M +$232K +3,259 +32%
MA
753
MKT Advisors
California
$1M -$16.8K -236 -2%
AIA
754
Arcadia Investment Advisors
Idaho
$996K – – –
MBI
755
May Barnhard Investments
Maryland
$995K +$943K +13,252 New
TWC
756
TD Waterhouse Canada
Ontario, Canada
$990K – – –
VPP
757
Vertex Planning Partners
Illinois
$988K +$45.3K +636 +5%
IIC
758
Integrated Investment Consultants
Michigan
$986K -$18.1K -254 -2%
BFS
759
Burkett Financial Services
South Carolina
$985K +$933K +13,109 New
TIA
760
Tiemann Investment Advisors
California
$983K -$32K -450 -3%
HFS
761
Heritage Financial Services
Massachusetts
$981K +$317K +4,450 +52%
1SB
762
1ST Source Bank
Indiana
$975K +$53.4K +750 +6%
USB
763
Union Savings Bank
Connecticut
$973K – – –
BOS
764
Bank of Stockton
California
$971K -$52.2K -733 -6%
PWCM
765
Processus Wealth & Capital Management
Tennessee
$969K +$918K +12,901 New
AWM
766
Alterna Wealth Management
Texas
$958K +$247K +3,477 +37%
SFG
767
StrategIQ Financial Group
Indiana
$957K +$214 +3 +0%
SWM
768
Sendero Wealth Management
Texas
$947K +$195K +2,742 +28%
SIAM
769
Sterling Investment Advisors (Missouri)
Missouri
$944K -$65.1K -914 -7%
SW
770
SlateStone Wealth
Florida
$943K +$603K +8,467 +207%
FCFC
771
First Commonwealth Financial Corp
Pennsylvania
$936K +$6.55K +92 +0.7%
RDFA
772
Ritter Daniher Financial Advisory
Ohio
$934K +$151K +2,115 +20%
CC
773
Chicago Capital
Illinois
$934K – – –
CC
774
Copperleaf Capital
North Carolina
$933K +$47.3K +664 +6%
LF
775
Lantz Financial
Illinois
$932K +$119K +1,665 +15%
29 30
31
32 33