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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
SHGA
1001
Sand Hill Global Advisors
California
$210K -$28.2K -407 -12%
SAM
1002
SP Asset Management
California
$207K +$189K +2,734 New
BIA
1003
Bigelow Investment Advisors
Maine
$205K +$195K +2,816 New
CCP
1004
Clarkston Capital Partners
Michigan
$205K +$195K +2,818 New
RMC
1005
Resources Management Corp
Connecticut
$204K – – –
SEM
1006
Strategic Equity Management
Arizona
$203K +$194K +2,798 New
DIM
1007
Delta Investment Management
California
$202K +$193K +2,783 New
TCMP
1008
Thrive Capital Management (Pennsylvania)
Pennsylvania
$201K +$192K +2,768 New
LWM
1009
Liberty Wealth Management
California
$199K +$415 +6 +0.2%
MPWT
1010
MassMutual Private Wealth & Trust
Connecticut
$198K -$1.66K -24 -0.9%
CCA
1011
Column Capital Advisors
Indiana
$195K +$100K +1,446 +117%
SIM
1012
Sonora Investment Management
Arizona
$194K – – –
BWL
1013
Bogart Wealth LLC
Virginia
$191K +$117K +1,694 +182%
CAAS
1014
Capital Asset Advisory Services
Michigan
$187K +$69 +1 +0%
RIM
1015
Rockbridge Investment Management
New York
$186K – – –
FBT
1016
First Bank & Trust
South Dakota
$179K – – –
CTB
1017
Country Trust Bank
Illinois
$177K – – –
AWM
1018
Accel Wealth Management
Iowa
$173K +$69 +1 +0%
IFA
1019
Interactive Financial Advisors
Illinois
$172K -$3.74K -54 -2%
RFA
1020
Reilly Financial Advisors
California
$168K +$69 +1 +0%
SAS
1021
Stelac Advisory Services
New York
$165K – – –
SFC
1022
SYM Financial Corp
Indiana
$159K – – –
SC
1023
Sawyer & Company
Massachusetts
$157K -$16.3K -235 -10%
CHA
1024
Carmichael Hill & Associates
Maryland
$147K – – –
EWM
1025
Evermay Wealth Management
Virginia
$147K +$140K +2,024 New
39 40
41
42 43