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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
BCI
776
Brinker Capital Investments
Pennsylvania
$126K +$79.3K +1,804 +178%
GAM
777
Gemmer Asset Management
California
$123K -$115K -2,604 -49%
SIM
778
Sonora Investment Management
Arizona
$119K – – –
AWMS
779
Advocacy Wealth Management Services
Georgia
$118K +$116K +2,632 New
JWA
780
JFS Wealth Advisors
Pennsylvania
$110K -$5.98K -136 -5%
FBT
781
First Bank & Trust
South Dakota
$110K – – –
CTB
782
Country Trust Bank
Illinois
$109K – – –
PMFA
783
Plante Moran Financial Advisors
Michigan
$109K – – –
WIM
784
Westside Investment Management
California
$108K +$107K +2,432 New
RFA
785
Reilly Financial Advisors
California
$105K – – –
HIIFS
786
Harel Insurance Investments & Financial Services
Israel
$104K – – –
QCMNJ
787
Quantum Capital Management (New Jersey)
New Jersey
$99K – – –
CIA
788
Cascade Investment Advisors
Oregon
$98.6K – – –
SFSG
789
Stearns Financial Services Group
North Carolina
$97K – – –
BAM
790
Barrett Asset Management
New York
$95K -$9.15K -208 -9%
LWA
791
Lowe Wealth Advisors
Maryland
$94K – – –
POIA
792
Pin Oak Investment Advisors
Texas
$93K – – –
EWM
793
Executive Wealth Management
Michigan
$92K +$352 +8 +0.4%
LWM
794
Liberty Wealth Management
California
$90K -$7.04K -160 -7%
BHWM
795
Bay Harbor Wealth Management
Maryland
$87K +$61.2K +1,392 +254%
LWM
796
Lenox Wealth Management
Ohio
$79K -$333K -7,580 -81%
BWM
797
BerganKDV Wealth Management
Minnesota
$79K -$27.6K -628 -26%
BWM
798
Baystate Wealth Management
Massachusetts
$69K +$352 +8 +0.5%
TA
799
TCG Advisors
Texas
$65K +$62.8K +1,428 New
SWP
800
Strategic Wealth Partners
Ohio
$64K -$58.4K -1,328 -48%
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