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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
LRIA
851
Leonard Rickey Investment Advisors
Washington
$234K -$72.9K -1,288 -24%
EWM
852
Empirical Wealth Management
Washington
$233K +$228K +4,036 New
FNBOO
853
First National Bank of Omaha
Nebraska
$231K -$24.9K -440 -10%
JFGIW
854
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$231K – – –
MMG
855
Monetary Management Group
Missouri
$231K – – –
FI
856
Financial Insights
Washington
$229K -$93.7K -1,656 -29%
1W
857
1776 Wealth
Georgia
$229K – – –
GJIC
858
Gamble Jones Investment Counsel
California
$229K – – –
FANJ
859
Financial Architects (New Jersey)
New Jersey
$228K -$37.4K -660 -14%
ZF
860
Zhang Financial
Michigan
$228K +$223K +3,944 New
KCM
861
Karp Capital Management
California
$227K -$70.2K -1,240 -24%
PGA
862
Portland Global Advisors
Maine
$227K – – –
EP
863
Edgestream Partners
New Jersey
$223K -$2.1M -37,072 -91%
TPW
864
TL Private Wealth
Texas
$223K +$207K +3,652 New
HFA
865
Hoover Financial Advisors
Pennsylvania
$222K +$226 +4 +0.1%
RVPG
866
Relative Value Partners Group
$222K +$217K +3,836 New
MAS
867
Managed Account Services
Florida
$222K +$635K +11,220 +300%
HCMT
868
Highland Capital Management (Tennessee)
Tennessee
$221K +$216K +3,820 New
WJWM
869
Williams Jones Wealth Management
New York
$221K +$216K +3,820 New
CCB
870
Cutter & Co Brokerage
Missouri
$221K +$217K +3,828 New
AWA
871
Arete Wealth Advisors
Illinois
$220K -$524K -9,252 -71%
BIC
872
Beach Investment Counsel
Pennsylvania
$217K -$100K -1,772 -32%
IAA
873
Independent Advisor Alliance
North Carolina
$215K +$495K +8,748 +135%
TIM
874
Tortoise Investment Management
New York
$214K – – –
MFT
875
Moisand Fitzgerald Tamayo
Florida
$213K -$10.6K -188 -5%
33 34
35
36 37