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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
801
Albion Financial Group
Utah
$466K -$116K -1,900 -21%
MM
802
Meridian Management
Arkansas
$465K – – –
NB
803
NBT Bank
New York
$463K -$9.17K -150 -2%
VHAM
804
Van Hulzen Asset Management
California
$463K -$12.8K -209 -3%
JAG
805
Journey Advisory Group
Kentucky
$460K -$6.3K -103 -1%
OFS
806
OneAscent Financial Services
Alabama
$460K -$202K -3,311 -31%
PA
807
PFG Advisors
Arizona
$458K +$14.4K +236 +3%
TC
808
TAP Consulting
Missouri
$458K +$1.65K +27 +0.4%
VP
809
Verum Partners
North Carolina
$457K -$13.6K -223 -3%
IRAG
810
Investment Research & Advisory Group
Georgia
$456K – – –
PNC
811
Park National Corp
Ohio
$454K +$8.86K +145 +2%
MWM
812
Mascoma Wealth Management
New Hampshire
$454K +$17.9K +293 +4%
CLG
813
Cooperman Leon G
$453K -$986K -16,127 -69%
JGIA
814
Jackson Grant Investment Advisers
Connecticut
$451K +$11.7K +191 +3%
JFGIW
815
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$449K – – –
NP
816
NorthRock Partners
Minnesota
$449K -$56.8K -930 -12%
CFA
817
CWS Financial Advisors
Michigan
$448K +$51.7K +845 +14%
HCM
818
Harvey Capital Management
Florida
$447K – – –
VWA
819
V Wealth Advisors
Kansas
$446K – – –
AC
820
Annandale Capital
Texas
$444K +$425K +6,952 New
WG
821
Welch Group
Alabama
$443K +$6.3K +103 +2%
QCM
822
Quantinno Capital Management
New York
$441K -$5.75K -94 -1%
CTA
823
Chesley Taft & Associates
Illinois
$441K – – –
AIP
824
Almanack Investment Partners
Pennsylvania
$438K -$36.9K -603 -8%
LSA
825
L & S Advisors
California
$438K -$43.8K -717 -9%
31 32
33
34 35