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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
976
CX Institutional
Indiana
$18K -$6.57K -116 -27%
OAJ
977
Ogorek Anthony Joseph
New York
$18K – – –
RCA
978
Rowland Carmichael Advisors
Arizona
$17K – – –
KFS
979
Kelly Financial Services
Massachusetts
$16.5K +$6.79K +120 +73%
CHAM
980
Clear Harbor Asset Management
Connecticut
$15K +$14.7K +260 New
HI
981
Human Investing
Oregon
$15K -$6.34K -112 -29%
TFA
982
Toth Financial Advisory
Virginia
$15K – – –
LIA
983
LS Investment Advisors
Michigan
$14K +$14K +248 New
NFSG
984
Newbridge Financial Services Group
Florida
$13K +$12.5K +220 New
FFW
985
Fusion Family Wealth
New York
$12K – – –
AF
986
Affiance Financial
Minnesota
$11K – – –
TAM
987
Townsend Asset Management
North Carolina
$10K – – –
F
988
F3Logic
Minnesota
$9.05K -$165K -2,916 -2%
AW
989
Avion Wealth
Texas
$9K +$8.83K +156 New
SC
990
Slow Capital
California
$9K +$8.83K +156 New
PFO
991
Pathstone Family Office
New Jersey
$8K -$69.3K -1,224 -90%
GTAM
992
Global Trust Asset Management
Florida
$8K – – –
RIA
993
RPG Investment Advisory
California
$8K – – –
ATC
994
Adirondack Trust Company
New York
$7K – – –
HWM
995
HighMark Wealth Management
Minnesota
$7K – – –
HB
996
Horizon Bancorp
Indiana
$6K -$9.73K -172 -63%
CIAS
997
CBIZ Investment Advisory Services
Ohio
$6K – – –
UFF
998
USA Financial Formulas
Michigan
$6K +$5.43K +96 New
KTC
999
Kistler-Tiffany Companies
Pennsylvania
$6K +$5.89K +104 New
PFGIA
1000
Patriot Financial Group Insurance Agency
Massachusetts
$5K – – –
38 39
40
41 42