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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
WEC
776
Winslow Evans & Crocker
Massachusetts
$134K -$208K -4,600 -61%
GAM
777
Gemmer Asset Management
California
$132K +$8.87K +196 +7%
AIM
778
Advantage Investment Management
Iowa
$130K – – –
EW
779
Evoke Wealth
California
$118K +$118K +2,612 New
TFS
780
TrustCore Financial Services
Tennessee
$111K -$78.9K -1,744 -41%
FBT
781
First Bank & Trust
South Dakota
$111K – – –
JWA
782
JFS Wealth Advisors
Pennsylvania
$111K – – –
CTB
783
Country Trust Bank
Illinois
$109K – – –
PMFA
784
Plante Moran Financial Advisors
Michigan
$109K – – –
TA
785
Thor Advisors
New York
$107K +$108K +2,380 New
RFA
786
Reilly Financial Advisors
California
$105K – – –
CIA
787
Cascade Investment Advisors
Oregon
$99K – – –
QCMNJ
788
Quantum Capital Management (New Jersey)
New Jersey
$99K – – –
SFSG
789
Stearns Financial Services Group
North Carolina
$97K – – –
BAM
790
Barrett Asset Management
New York
$95K – – –
LWA
791
Lowe Wealth Advisors
Maryland
$95K – – –
POIA
792
Pin Oak Investment Advisors
Texas
$94K – – –
REMPR
793
Roof Eidam Maycock Peralta (REMP)
California
$93K +$93.4K +2,064 New
CIM
794
Contravisory Investment Management
Massachusetts
$80K +$80K +1,768 New
BWM
795
BerganKDV Wealth Management
Minnesota
$79K – – –
LWM
796
Lenox Wealth Management
Ohio
$79K – – –
NSB
797
Norway Savings Bank
Maine
$77K +$21.7K +480 +39%
GWAG
798
Garrett Wealth Advisory Group
Texas
$74.9K +$75.3K +1,664 New
BWM
799
Baystate Wealth Management
Massachusetts
$69K +$362 +8 +0.5%
LWM
800
Liberty Wealth Management
California
$66K -$24.2K -536 -27%
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