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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
MCP
851
Mirador Capital Partners
California
$407K +$389K +6,371 New
PO
852
Private Ocean
California
$407K – – –
NWMG
853
National Wealth Management Group
Ohio
$406K -$38.6K -632 -9%
TCA
854
Transcend Capital Advisors
New Jersey
$406K -$3.42K -56 -0.9%
GIA
855
Guyasuta Investment Advisors
Pennsylvania
$402K +$8.99K +147 +2%
MWA
856
Monograph Wealth Advisors
California
$400K -$356K -5,825 -48%
MMPW
857
Mitchell McLeod Pugh & Williams
Alabama
$399K -$62.1K -1,016 -14%
IWS
858
Insight Wealth Strategies
California
$394K -$11.7K -192 -3%
PIFP
859
Partners in Financial Planning
Virginia
$394K -$11.7K -191 -3%
FC
860
Fusion Capital
South Carolina
$391K +$734 +12 +0.2%
PFM
861
Phillips Financial Management
Indiana
$383K -$80.5K -1,317 -18%
LJAC
862
L.J. Altfest & Co
New York
$383K – – –
EWA
863
ERTS Wealth Advisors
Michigan
$382K -$62K -1,014 -15%
EIA
864
Eldridge Investment Advisors
New Hampshire
$381K – – –
CWP
865
Corepath Wealth Partners
Arizona
$380K – – –
WTB
866
Washington Trust Bank
Washington
$380K -$46K -752 -11%
NAS
867
NWF Advisory Services
California
$378K +$328K +5,362 New
DSC
868
Duncker Streett & Co
Missouri
$378K +$550 +9 +0.2%
HWA
869
HCR Wealth Advisors
California
$377K – – –
CBFP
870
Cedar Brook Financial Partners
Ohio
$376K -$156K -2,545 -30%
AWS
871
AJ Wealth Strategies
New York
$375K – – –
RT
872
Rockland Trust
Massachusetts
$375K +$358K +5,864 New
SIC
873
Samalin Investment Counsel
New York
$374K -$20.9K -342 -6%
RFN
874
Redwood Financial Network
Ohio
$371K -$4.46K -73 -1%
ONST
875
Old North State Trust
North Carolina
$370K – – –
33 34
35
36 37