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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
PPA
1001
Pacific Point Advisors
California
$961K +$918K +9,200 New
OC
1002
Oakworth Capital
Alabama
$957K – – –
CB
1003
CNB Bank
Pennsylvania
$954K – – –
FCFC
1004
First Citizens Financial Corp
Iowa
$953K +$31.3K +314 +3%
LWCFA
1005
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$953K -$76.4K -766 -8%
JWBC
1006
J.W. Burns & Co
New York
$951K – – –
SYBT
1007
Stock Yards Bank & Trust
Kentucky
$946K -$46.4K -465 -5%
SWM
1008
SeaCrest Wealth Management
New York
$946K +$32.4K +325 +4%
SIC
1009
Sigma Investment Counselors
Michigan
$946K – – –
GC
1010
Garde Capital
Washington
$945K – – –
BW
1011
Bison Wealth
Georgia
$945K -$7.48K -75 -0.8%
CGA
1012
Crescent Grove Advisors
Illinois
$943K +$20.1K +201 +2%
PWS
1013
Proactive Wealth Strategies
Georgia
$941K +$54.6K +547 +6%
AWA
1014
Aaron Wealth Advisors
Illinois
$939K – – –
DFG
1015
Delta Financial Group
New Jersey
$935K +$919K +9,211 New
VP
1016
Verum Partners
North Carolina
$934K +$898 +9 +0.1%
BEI
1017
Benjamin Edwards Inc
Missouri
$933K +$1.3K +13 +0.1%
WPC
1018
Wedmont Private Capital
Pennsylvania
$931K -$120K -1,202 -12%
KW
1019
KWB Wealth
California
$930K – – –
NFP
1020
NorthLanding Financial Partners
New York
$929K +$7.38K +74 +0.8%
JFA
1021
JNBA Financial Advisors
Minnesota
$928K – – –
SFMG
1022
Sage Financial Management Group
Virginia
$926K -$6.38K -64 -0.7%
WF
1023
Welch & Forbes
Massachusetts
$925K +$142K +1,421 +18%
BWL
1024
Bogart Wealth LLC
Virginia
$921K +$39K +391 +5%
MA
1025
Montag & Associates
Georgia
$919K +$21.7K +218 +2%
39 40
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42 43