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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
MM
901
Meridian Management
Arkansas
$498K – – –
FWM
902
FFT Wealth Management
Pennsylvania
$495K – – –
VHAM
903
Van Hulzen Asset Management
California
$492K -$2.27K -32 -0.4%
MWP
904
Madison Wealth Partners
Wisconsin
$492K +$991 +14 +0.2%
IRAG
905
Investment Research & Advisory Group
Georgia
$488K – – –
NB
906
NBT Bank
New York
$487K – – –
WF
907
Welch & Forbes
Massachusetts
$486K -$148K -2,095 -23%
CTA
908
Chesley Taft & Associates
Illinois
$486K – – –
GWM
909
GDS Wealth Management
Texas
$485K -$11.6K -164 -2%
JGIA
910
Jackson Grant Investment Advisers
Connecticut
$485K +$1.56K +22 +0.3%
IPW
911
Intergy Private Wealth
Colorado
$482K – – –
SMA
912
Seven Mile Advisory
New Jersey
$482K +$499K +7,045 New
NP
913
NorthRock Partners
Minnesota
$482K +$1.56K +22 +0.3%
ACM
914
Absolute Capital Management
Pennsylvania
$481K +$295K +4,173 +147%
CFA
915
CWS Financial Advisors
Michigan
$480K – – –
MWM
916
Mascoma Wealth Management
New Hampshire
$479K -$71 -1 -0%
HCM
917
Harvey Capital Management
Florida
$479K – – –
CL
918
CIM LLC
New York
$476K +$78.6K +1,110 +19%
PNC
919
Park National Corp
Ohio
$476K – – –
AC
920
Annandale Capital
Texas
$476K – – –
STCOSD
921
Sageworth Trust Company of South Dakota
South Dakota
$466K – – –
TI
922
tru Independence
Oregon
$465K – – –
TF
923
Theory Financial
Colorado
$464K -$513K -7,256 -52%
CGA
924
Crescent Grove Advisors
Illinois
$463K -$86.4K -1,221 -15%
CIA
925
Capital Investment Advisors
Georgia
$461K +$477K +6,738 New
35 36
37
38 39