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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1001
SP Asset Management
California
$207K +$189K +2,734 New
BIA
1002
Bigelow Investment Advisors
Maine
$205K +$195K +2,816 New
CCP
1003
Clarkston Capital Partners
Michigan
$205K +$195K +2,818 New
RMC
1004
Resources Management Corp
Connecticut
$204K – – –
SEM
1005
Strategic Equity Management
Arizona
$203K +$194K +2,798 New
DIM
1006
Delta Investment Management
California
$202K +$193K +2,783 New
TCMP
1007
Thrive Capital Management (Pennsylvania)
Pennsylvania
$201K +$192K +2,768 New
LWM
1008
Liberty Wealth Management
California
$199K +$415 +6 +0.2%
MPWT
1009
MassMutual Private Wealth & Trust
Connecticut
$198K -$1.66K -24 -0.9%
CCA
1010
Column Capital Advisors
Indiana
$195K +$100K +1,446 +117%
SIM
1011
Sonora Investment Management
Arizona
$194K – – –
BWL
1012
Bogart Wealth LLC
Virginia
$191K +$117K +1,694 +182%
CAAS
1013
Capital Asset Advisory Services
Michigan
$187K +$69 +1 +0%
RIM
1014
Rockbridge Investment Management
New York
$186K – – –
FBT
1015
First Bank & Trust
South Dakota
$179K – – –
CTB
1016
Country Trust Bank
Illinois
$177K – – –
AWM
1017
Accel Wealth Management
Iowa
$173K +$69 +1 +0%
IFA
1018
Interactive Financial Advisors
Illinois
$172K -$3.74K -54 -2%
RFA
1019
Reilly Financial Advisors
California
$168K +$69 +1 +0%
SAS
1020
Stelac Advisory Services
New York
$165K – – –
SFC
1021
SYM Financial Corp
Indiana
$159K – – –
SC
1022
Sawyer & Company
Massachusetts
$157K -$16.3K -235 -10%
CHA
1023
Carmichael Hill & Associates
Maryland
$147K – – –
EWM
1024
Evermay Wealth Management
Virginia
$147K +$140K +2,024 New
AP
1025
Arlington Partners
Alabama
$145K – – –
39 40
41
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