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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
NHC
851
Nicholas Hoffman & Company
Georgia
$202K +$193K +4,164 New
TGAM
852
TBH Global Asset Management
Tennessee
$200K +$192K +4,140 New
JFGIW
853
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$194K – – –
MFT
854
Moisand Fitzgerald Tamayo
Florida
$192K – – –
LWA
855
Lenox Wealth Advisors
New York
$192K +$6.12K +132 +3%
1W
856
1776 Wealth
Georgia
$191K +$184K +3,960 New
CT
857
Caldwell Trust
Florida
$190K +$182K +3,928 New
HR
858
Howe & Rusling
New York
$182K +$185 +4 +0.1%
TIM
859
Tortoise Investment Management
New York
$180K – – –
KPW
860
Kore Private Wealth
New York
$177K +$169K +3,656 New
BWM
861
BerganKDV Wealth Management
Minnesota
$172K +$83.3K +1,796 +102%
TWA
862
TCI Wealth Advisors
Arizona
$170K – – –
MPWT
863
MassMutual Private Wealth & Trust
Connecticut
$168K – – –
CCM
864
Covington Capital Management
California
$164K -$9.27K -200 -6%
QAM
865
QCI Asset Management
New York
$155K – – –
CAAS
866
Capital Asset Advisory Services
Michigan
$154K +$138K +2,980 New
FWM
867
FSA Wealth Management
Massachusetts
$151K +$145K +3,120 New
IFA
868
Interactive Financial Advisors
Illinois
$150K -$2.78K -60 -2%
GAM
869
Gemmer Asset Management
California
$146K +$3.52K +76 +3%
CCM
870
Cribstone Capital Management
Maine
$140K -$8.9K -192 -6%
WFMPM
871
Woodley Farra Manion Portfolio Management
Indiana
$137K +$131K +2,828 New
SIM
872
Sonora Investment Management
Arizona
$129K -$19.5K -420 -14%
C
873
Certuity
Florida
$128K +$123K +2,644 New
SFSG
874
Stearns Financial Services Group
North Carolina
$125K +$19.1K +412 +19%
MCWS
875
McKinley Carter Wealth Services
West Virginia
$120K +$115K +2,488 New
33 34
35
36 37