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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
976
Providence Capital Advisors
North Carolina
$19K +$18.3K +324 New
CI
977
CX Institutional
Indiana
$18K -$6.57K -116 -27%
OAJ
978
Ogorek Anthony Joseph
New York
$18K – – –
RCA
979
Rowland Carmichael Advisors
Arizona
$17K – – –
KFS
980
Kelly Financial Services
Massachusetts
$16.5K +$6.79K +120 +73%
CHAM
981
Clear Harbor Asset Management
Connecticut
$15K +$14.7K +260 New
HI
982
Human Investing
Oregon
$15K -$6.34K -112 -29%
TFA
983
Toth Financial Advisory
Virginia
$15K – – –
LIA
984
LS Investment Advisors
Michigan
$14K +$14K +248 New
NFSG
985
Newbridge Financial Services Group
Florida
$13K +$12.5K +220 New
FFW
986
Fusion Family Wealth
New York
$12K – – –
AF
987
Affiance Financial
Minnesota
$11K – – –
TAM
988
Townsend Asset Management
North Carolina
$10K – – –
F
989
F3Logic
Minnesota
$9.05K -$165K -2,916 -2%
AW
990
Avion Wealth
Texas
$9K +$8.83K +156 New
SC
991
Slow Capital
California
$9K +$8.83K +156 New
PFO
992
Pathstone Family Office
New Jersey
$8K -$69.3K -1,224 -90%
GTAM
993
Global Trust Asset Management
Florida
$8K – – –
RIA
994
RPG Investment Advisory
California
$8K – – –
ATC
995
Adirondack Trust Company
New York
$7K – – –
HWM
996
HighMark Wealth Management
Minnesota
$7K – – –
HB
997
Horizon Bancorp
Indiana
$6K -$9.73K -172 -63%
CIAS
998
CBIZ Investment Advisory Services
Ohio
$6K – – –
UFF
999
USA Financial Formulas
Michigan
$6K +$5.43K +96 New
KTC
1000
Kistler-Tiffany Companies
Pennsylvania
$6K +$5.89K +104 New
38 39
40
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