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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
976
Golden State Wealth Management
California
$250K -$16.1K -211 -6%
LS
977
Leelyn Smith
Illinois
$249K – – –
FAT
978
First American Trust
California
$248K – – –
STAS
979
Strong Tower Advisory Services
Minnesota
$247K +$252K +3,304 New
TIM
980
Tortoise Investment Management
New York
$245K – – –
PCIA
981
Prime Capital Investment Advisors
Kansas
$244K -$118K -1,552 -32%
BC
982
Burney Company
Virginia
$244K -$14.9K -196 -6%
HSWM
983
Hubbell Strickland Wealth Management
Louisiana
$244K +$381 +5 +0.2%
DLCIG
984
D.L. Carlson Investment Group
New Hampshire
$244K +$252K +3,305 New
BCI
985
Brinker Capital Investments
Pennsylvania
$242K – – –
MKC
986
M. Kraus & Co
Vermont
$240K – – –
GCA
987
Gradient Capital Advisors
California
$239K – – –
AAM
988
Augustine Asset Management
Florida
$237K -$9.76K -128 -4%
QAM
989
QCI Asset Management
New York
$237K – – –
SWM
990
Selective Wealth Management
Virginia
$237K +$244K +3,204 New
BFA
991
Bragg Financial Advisors
North Carolina
$235K +$242K +3,181 New
TCOV
992
Trust Company of Vermont
Vermont
$234K – – –
JIP
993
Jaffetilchin Investment Partners
Florida
$232K -$577K -7,575 -71%
BWL
994
Bogart Wealth LLC
Virginia
$232K +$39.7K +521 +20%
FMTC
995
Farmers & Merchants Trust Company
California
$229K -$15.2K -200 -6%
AA
996
Aufman Associates
Pennsylvania
$229K – – –
WT
997
Washington Trust
Rhode Island
$228K -$1.37K -18 -0.6%
HFS
998
Howard Financial Services
Texas
$228K +$6.25K +82 +3%
SRC
999
Shufro Rose & Co
New York
$226K – – –
GLA
1000
Good Life Advisors
Pennsylvania
$226K +$234K +3,064 New
38 39
40
41 42