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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
976
Rex Capital Advisors
Rhode Island
$207K +$197K +3,243 New
GCA
977
Gradient Capital Advisors
California
$206K +$196K +3,228 New
QC
978
QCM Cayman
Texas
$204K -$242K -3,996 -56%
HFA
979
Hoover Financial Advisors
Pennsylvania
$204K -$38.6K -637 -17%
QAM
980
QCI Asset Management
New York
$204K +$194K +3,200 New
AA
981
Aufman Associates
Pennsylvania
$204K +$194K +3,204 New
FFA
982
First Foundation Advisors
California
$204K +$194K +3,204 New
CG
983
Caprock Group
Idaho
$203K +$193K +3,184 New
AFA
984
Atlanta Financial Associates
Georgia
$201K +$191K +3,144 New
PCM
985
Parsons Capital Management
Rhode Island
$200K +$190K +3,132 New
ACM
986
Advisors Capital Management
New Jersey
$200K +$190K +3,136 New
WT
987
Washington Trust
Rhode Island
$197K -$4.18K -69 -2%
CWA
988
Clearview Wealth Advisors
Oregon
$190K +$181K +2,980 New
SIS
989
SVB Investment Services
Utah
$189K – – –
CI
990
CX Institutional
Indiana
$186K +$158K +2,604 +845%
RMC
991
Resources Management Corp
Connecticut
$179K +$170K +2,800 New
LWM
992
Liberty Wealth Management
California
$177K -$48.3K -796 -23%
MPWT
993
MassMutual Private Wealth & Trust
Connecticut
$175K – – –
SIM
994
Sonora Investment Management
Arizona
$170K – – –
FWM
995
FSA Wealth Management
Massachusetts
$168K +$160K +2,640 New
CAAS
996
Capital Asset Advisory Services
Michigan
$164K – – –
MAM
997
Meeder Asset Management
Ohio
$164K +$80.8K +1,332 +108%
RIM
998
Rockbridge Investment Management
New York
$163K +$77.6K +1,280 +100%
FBT
999
First Bank & Trust
South Dakota
$157K – – –
JWA
1000
JFS Wealth Advisors
Pennsylvania
$157K +$121 +2 +0.1%
38 39
40
41 42