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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
TSS
976
Two Sigma Securities
New York
$550K +$521K +7,326 New
BCM
977
BluePointe Capital Management
California
$548K +$519K +7,296 New
FDCP
978
Foster Dykema Cabot & Partners
Massachusetts
$545K +$516K +7,251 New
CAM
979
Clarity Asset Management
Iowa
$543K +$515K +7,228 New
MWP
980
Madison Wealth Partners
Wisconsin
$540K – – –
NB
981
NBT Bank
New York
$539K +$4.84K +68 +1%
TSW
982
Three Seasons Wealth
Utah
$539K +$125K +1,759 +32%
HHWM
983
Hiley Hunt Wealth Management
Nebraska
$537K +$509K +7,145 New
IRAG
984
Investment Research & Advisory Group
Georgia
$536K – – –
SJGA
985
Stephen J. Garry & Associates
New York
$536K +$508K +7,132 New
JGIA
986
Jackson Grant Investment Advisers
Connecticut
$534K +$1.42K +20 +0.3%
IPW
987
Intergy Private Wealth
Colorado
$530K – – –
NAS
988
Nicolet Advisory Services
Wisconsin
$529K -$23K -323 -4%
SMA
989
Seven Mile Advisory
New Jersey
$529K – – –
HCM
990
Harvey Capital Management
Florida
$526K – – –
HWA
991
HCR Wealth Advisors
California
$524K +$69.6K +978 +16%
VHAM
992
Van Hulzen Asset Management
California
$522K -$17K -239 -3%
AC
993
Annandale Capital
Texas
$522K – – –
CBFP
994
Cedar Brook Financial Partners
Ohio
$520K +$60.9K +856 +14%
GSEP
995
Golden State Equity Partners
California
$517K -$209K -2,937 -30%
WF
996
Welch & Forbes
Massachusetts
$517K -$16K -225 -3%
BTWM
997
Baker Tilly Wealth Management
Wisconsin
$513K +$51.1K +718 +12%
EWA
998
ERTS Wealth Advisors
Michigan
$512K +$25K +351 +5%
HBW
999
Hazlett, Burt & Watson
West Virginia
$512K +$92.3K +1,297 +23%
CRI
1000
Commonwealth Retirement Investments
Virginia
$512K +$7.9K +111 +2%
38 39
40
41 42