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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
1001
Diversify Advisory Services
Utah
$606K +$576K +7,165 New
CGFA
1002
Colton Groome Financial Advisors
North Carolina
$606K -$45.7K -569 -7%
IRAG
1003
Investment Research & Advisory Group
Georgia
$602K – – –
HHWM
1004
Hiley Hunt Wealth Management
Nebraska
$601K -$2.33K -29 -0.4%
JGIA
1005
Jackson Grant Investment Advisers
Connecticut
$601K +$562 +7 +0.1%
SPWG
1006
Sage Private Wealth Group
Illinois
$597K -$304K -3,789 -35%
RFA
1007
Resurgent Financial Advisors
Georgia
$597K -$264K -3,286 -32%
FCH
1008
Freestone Capital Holdings
Washington
$596K +$57.8K +719 +11%
IPW
1009
Intergy Private Wealth
Colorado
$595K – – –
CC
1010
Chicago Capital
Illinois
$594K -$433K -5,394 -43%
AC
1011
Apella Capital
Connecticut
$594K +$222K +2,757 +64%
SMA
1012
Seven Mile Advisory
New Jersey
$593K -$1.93K -24 -0.3%
CBFP
1013
Cedar Brook Financial Partners
Ohio
$592K +$10.8K +135 +2%
HCM
1014
Harvey Capital Management
Florida
$591K – – –
HWA
1015
HCR Wealth Advisors
California
$590K +$643 +8 +0.1%
DI
1016
Disciplined Investments
Oklahoma
$589K +$44.7K +556 +9%
AC
1017
Annandale Capital
Texas
$587K – – –
VHAM
1018
Van Hulzen Asset Management
California
$587K – – –
PMFA
1019
Plante Moran Financial Advisors
Michigan
$583K +$76.9K +957 +16%
IGWM
1020
ICA Group Wealth Management
Colorado
$578K +$105K +1,304 +24%
STCOSD
1021
Sageworth Trust Company of South Dakota
South Dakota
$575K – – –
SFA
1022
Semmax Financial Advisors
North Carolina
$573K +$465K +5,783 +594%
EWA
1023
ERTS Wealth Advisors
Michigan
$569K -$6.83K -85 -1%
NRC
1024
New Republic Capital
North Carolina
$568K +$203K +2,521 +60%
OPW
1025
Oxler Private Wealth
New York
$567K +$402 +5 +0.1%
39 40
41
42 43