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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
976
Echo Wealth Management
Minnesota
$208K +$198K +3,260 New
RCA
977
Rex Capital Advisors
Rhode Island
$207K +$197K +3,243 New
GCA
978
Gradient Capital Advisors
California
$206K +$196K +3,228 New
QC
979
QCM Cayman
Texas
$204K -$242K -3,996 -56%
HFA
980
Hoover Financial Advisors
Pennsylvania
$204K -$38.6K -637 -17%
QAM
981
QCI Asset Management
New York
$204K +$194K +3,200 New
AA
982
Aufman Associates
Pennsylvania
$204K +$194K +3,204 New
FFA
983
First Foundation Advisors
California
$204K +$194K +3,204 New
CG
984
Caprock Group
Idaho
$203K +$193K +3,184 New
AFA
985
Atlanta Financial Associates
Georgia
$201K +$191K +3,144 New
PCM
986
Parsons Capital Management
Rhode Island
$200K +$190K +3,132 New
ACM
987
Advisors Capital Management
New Jersey
$200K +$190K +3,136 New
WT
988
Washington Trust
Rhode Island
$197K -$4.18K -69 -2%
CWA
989
Clearview Wealth Advisors
Oregon
$190K +$181K +2,980 New
SIS
990
SVB Investment Services
Utah
$189K – – –
CI
991
CX Institutional
Indiana
$186K +$158K +2,604 +845%
RMC
992
Resources Management Corp
Connecticut
$179K +$170K +2,800 New
LWM
993
Liberty Wealth Management
California
$177K -$48.3K -796 -23%
MPWT
994
MassMutual Private Wealth & Trust
Connecticut
$175K – – –
SIM
995
Sonora Investment Management
Arizona
$170K – – –
FWM
996
FSA Wealth Management
Massachusetts
$168K +$160K +2,640 New
CAAS
997
Capital Asset Advisory Services
Michigan
$164K – – –
MAM
998
Meeder Asset Management
Ohio
$164K +$80.8K +1,332 +108%
RIM
999
Rockbridge Investment Management
New York
$163K +$77.6K +1,280 +100%
FBT
1000
First Bank & Trust
South Dakota
$157K – – –
38 39
40
41 42