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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
976
Klingman & Associates
New York
$396K -$77.6K -1,097 -16%
SWA
977
Sax Wealth Advisors
New Jersey
$393K – – –
SIC
978
Samalin Investment Counsel
New York
$392K – – –
MCM
979
Mengis Capital Management
Oregon
$391K – – –
OPWM
980
Oakwell Private Wealth Management
Texas
$390K – – –
PIFP
981
Partners in Financial Planning
Virginia
$390K -$14.4K -203 -3%
DSC
982
Duncker Streett & Co
Missouri
$389K -$16.8K -237 -4%
CS
983
Credit Suisse
Switzerland
$389K -$27.3K -386 -6%
BC
984
Brio Consultants
California
$388K – – –
FAM
985
Formidable Asset Management
Ohio
$387K – – –
GJIA
986
Glass Jacobson Investment Advisors
Maryland
$387K -$23.7K -335 -6%
PIAS
987
PCA Investment Advisory Services
Ohio
$386K -$13.4K -190 -3%
LNWTC
988
Laird Norton Wetherby Trust Company
Washington
$384K +$396K +5,589 New
SB
989
Sunflower Bank
Texas
$383K – – –
GWS
990
Glassman Wealth Services
Virginia
$381K – – –
LJAC
991
L.J. Altfest & Co
New York
$381K – – –
W
992
Wealthquest
Ohio
$381K +$31.6K +447 +9%
SFG
993
Sage Financial Group
Pennsylvania
$381K +$17.7K +250 +5%
HBW
994
Hazlett, Burt & Watson
West Virginia
$378K +$132K +1,870 +51%
PCMC
995
Private Capital Management (Colorado)
Colorado
$378K +$147K +2,076 +60%
BOPW
996
Brandywine Oak Private Wealth
Pennsylvania
$378K – – –
GA
997
Goldstein Advisors
Wisconsin
$376K – – –
WCM
998
WealthBridge Capital Management
Ohio
$375K +$41K +580 +12%
PL
999
Parthenon LLC
Kentucky
$375K – – –
NAS
1000
NWF Advisory Services
California
$375K +$8.28K +117 +2%
38 39
40
41 42