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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
VHAM
901
Van Hulzen Asset Management
California
$492K -$2.27K -32 -0.4%
MWP
902
Madison Wealth Partners
Wisconsin
$492K +$991 +14 +0.2%
IRAG
903
Investment Research & Advisory Group
Georgia
$488K – – –
NB
904
NBT Bank
New York
$487K – – –
WF
905
Welch & Forbes
Massachusetts
$486K -$148K -2,095 -23%
CTA
906
Chesley Taft & Associates
Illinois
$486K – – –
GWM
907
GDS Wealth Management
Texas
$485K -$11.6K -164 -2%
JGIA
908
Jackson Grant Investment Advisers
Connecticut
$485K +$1.56K +22 +0.3%
IPW
909
Intergy Private Wealth
Colorado
$482K – – –
SMA
910
Seven Mile Advisory
New Jersey
$482K +$499K +7,045 New
NP
911
NorthRock Partners
Minnesota
$482K +$1.56K +22 +0.3%
ACM
912
Absolute Capital Management
Pennsylvania
$481K +$295K +4,173 +147%
CFA
913
CWS Financial Advisors
Michigan
$480K – – –
MWM
914
Mascoma Wealth Management
New Hampshire
$479K -$71 -1 -0%
HCM
915
Harvey Capital Management
Florida
$479K – – –
CL
916
CIM LLC
New York
$476K +$78.6K +1,110 +19%
PNC
917
Park National Corp
Ohio
$476K – – –
AC
918
Annandale Capital
Texas
$476K – – –
STCOSD
919
Sageworth Trust Company of South Dakota
South Dakota
$466K – – –
TI
920
tru Independence
Oregon
$465K – – –
TF
921
Theory Financial
Colorado
$464K -$513K -7,256 -52%
CGA
922
Crescent Grove Advisors
Illinois
$463K -$86.4K -1,221 -15%
CIA
923
Capital Investment Advisors
Georgia
$461K +$477K +6,738 New
WFAG
924
Worth Financial Advisory Group
North Carolina
$460K -$142K -2,012 -23%
CRI
925
Commonwealth Retirement Investments
Virginia
$459K +$475K +6,706 New
35 36
37
38 39