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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
851
Independent Financial Group
California
$214K +$198K +4,136 New
TGAM
852
TBH Global Asset Management
Tennessee
$212K +$196K +4,080 New
JFGIW
853
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$207K – – –
MMG
854
Monetary Management Group
Missouri
$207K – – –
MC
855
Moors & Cabot
Massachusetts
$207K +$191K +3,992 New
GJIC
856
Gamble Jones Investment Counsel
California
$206K +$190K +3,972 New
FI
857
Financial Insights
Washington
$206K +$269K +5,620 New
1W
858
1776 Wealth
Georgia
$205K – – –
SMFS
859
Squar Milner Financial Services
California
$205K – – –
OC
860
Oarsman Capital
Wisconsin
$205K +$189K +3,952 New
WBG
861
Wharton Business Group
Pennsylvania
$205K +$190K +3,956 New
PGA
862
Portland Global Advisors
Maine
$204K +$188K +3,924 New
FFA
863
First Foundation Advisors
California
$203K +$187K +3,908 New
MFT
864
Moisand Fitzgerald Tamayo
Florida
$201K – – –
MAS
865
Managed Account Services
Florida
$201K +$179K +3,740 New
GM
866
GeoWealth Management
Illinois
$201K +$185K +3,868 New
PWP
867
Principle Wealth Partners
Connecticut
$201K +$185K +3,868 New
CBB
868
Citizens Business Bank
California
$200K +$185K +3,860 New
HFA
869
Hoover Financial Advisors
Pennsylvania
$199K +$184K +3,844 New
HR
870
Howe & Rusling
New York
$195K – – –
TIM
871
Tortoise Investment Management
New York
$192K – – –
KPW
872
Kore Private Wealth
New York
$189K – – –
LS
873
Leelyn Smith
Illinois
$175K -$19.4K -404 -11%
EW
874
Evoke Wealth
California
$169K -$192 -4 -0.1%
CT
875
Caldwell Trust
Florida
$161K +$2.88K +60 +2%
33 34
35
36 37