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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
WCG
976
Weaver Consulting Group
California
$398K -$14.2K -200 -3%
ONST
977
Old North State Trust
North Carolina
$396K – – –
KA
978
Klingman & Associates
New York
$396K -$77.6K -1,097 -16%
SWA
979
Sax Wealth Advisors
New Jersey
$393K – – –
SIC
980
Samalin Investment Counsel
New York
$392K – – –
MCM
981
Mengis Capital Management
Oregon
$391K – – –
OPWM
982
Oakwell Private Wealth Management
Texas
$390K – – –
PIFP
983
Partners in Financial Planning
Virginia
$390K -$14.4K -203 -3%
DSC
984
Duncker Streett & Co
Missouri
$389K -$16.8K -237 -4%
CS
985
Credit Suisse
Switzerland
$389K -$27.3K -386 -6%
BC
986
Brio Consultants
California
$388K – – –
FAM
987
Formidable Asset Management
Ohio
$387K – – –
GJIA
988
Glass Jacobson Investment Advisors
Maryland
$387K -$23.7K -335 -6%
PIAS
989
PCA Investment Advisory Services
Ohio
$386K -$13.4K -190 -3%
LNWTC
990
Laird Norton Wetherby Trust Company
Washington
$384K +$396K +5,589 New
SB
991
Sunflower Bank
Texas
$383K – – –
GWS
992
Glassman Wealth Services
Virginia
$381K – – –
LJAC
993
L.J. Altfest & Co
New York
$381K – – –
W
994
Wealthquest
Ohio
$381K +$31.6K +447 +9%
SFG
995
Sage Financial Group
Pennsylvania
$381K +$17.7K +250 +5%
HBW
996
Hazlett, Burt & Watson
West Virginia
$378K +$132K +1,870 +51%
PCMC
997
Private Capital Management (Colorado)
Colorado
$378K +$147K +2,076 +60%
BOPW
998
Brandywine Oak Private Wealth
Pennsylvania
$378K – – –
GA
999
Goldstein Advisors
Wisconsin
$376K – – –
WCM
1000
WealthBridge Capital Management
Ohio
$375K +$41K +580 +12%
38 39
40
41 42