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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
WS
851
Wedbush Securities
California
$215K +$198K +4,136 New
IFG
852
Independent Financial Group
California
$214K +$198K +4,136 New
TGAM
853
TBH Global Asset Management
Tennessee
$212K +$196K +4,080 New
JFGIW
854
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$207K – – –
MMG
855
Monetary Management Group
Missouri
$207K – – –
MC
856
Moors & Cabot
Massachusetts
$207K +$191K +3,992 New
GJIC
857
Gamble Jones Investment Counsel
California
$206K +$190K +3,972 New
FI
858
Financial Insights
Washington
$206K +$269K +5,620 New
1W
859
1776 Wealth
Georgia
$205K – – –
SMFS
860
Squar Milner Financial Services
California
$205K – – –
OC
861
Oarsman Capital
Wisconsin
$205K +$189K +3,952 New
WBG
862
Wharton Business Group
Pennsylvania
$205K +$190K +3,956 New
PGA
863
Portland Global Advisors
Maine
$204K +$188K +3,924 New
FFA
864
First Foundation Advisors
California
$203K +$187K +3,908 New
MFT
865
Moisand Fitzgerald Tamayo
Florida
$201K – – –
MAS
866
Managed Account Services
Florida
$201K +$179K +3,740 New
GM
867
GeoWealth Management
Illinois
$201K +$185K +3,868 New
PWP
868
Principle Wealth Partners
Connecticut
$201K +$185K +3,868 New
CBB
869
Citizens Business Bank
California
$200K +$185K +3,860 New
HFA
870
Hoover Financial Advisors
Pennsylvania
$199K +$184K +3,844 New
HR
871
Howe & Rusling
New York
$195K – – –
TIM
872
Tortoise Investment Management
New York
$192K – – –
KPW
873
Kore Private Wealth
New York
$189K – – –
LS
874
Leelyn Smith
Illinois
$175K -$19.4K -404 -11%
EW
875
Evoke Wealth
California
$169K -$192 -4 -0.1%
33 34
35
36 37