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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
PO
1026
Private Ocean
California
$478K – – –
JFGIW
1027
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$477K -$116K -1,636 -20%
SWA
1028
Strata Wealth Advisors
Texas
$477K -$22.1K -310 -5%
FCH
1029
Freestone Capital Holdings
Washington
$476K +$223K +3,131 +98%
MWAM
1030
Manhattan West Asset Management
California
$474K -$5.05K -71 -1%
GIA
1031
Guyasuta Investment Advisors
Pennsylvania
$472K – – –
MWM
1032
Mascoma Wealth Management
New Hampshire
$471K -$52K -730 -10%
MWA
1033
Monograph Wealth Advisors
California
$470K – – –
WFAG
1034
Worth Financial Advisory Group
North Carolina
$470K -$33.7K -474 -7%
BMWM
1035
Brown Miller Wealth Management
Virginia
$467K -$4.27K -60 -1%
SFG
1036
SNS Financial Group
Minnesota
$467K – – –
TF
1037
Tompkins Financial
New York
$465K +$2.99K +42 +0.7%
BAM
1038
BOS Asset Management
Illinois
$463K +$76K +1,068 +21%
TPWA
1039
Twin Peaks Wealth Advisors
California
$462K +$438K +6,147 New
PA
1040
Pinnacle Associates
New York
$461K +$3.42K +48 +0.8%
FC
1041
Fusion Capital
South Carolina
$460K +$2.06K +29 +0.5%
MSG
1042
Main Street Group
Virginia
$459K +$435K +6,112 New
FCFC
1043
First Citizens Financial Corp
Iowa
$457K +$433K +6,079 New
PNC
1044
Park National Corp
Ohio
$456K -$63K -885 -13%
CCA
1045
Conservest Capital Advisors
Pennsylvania
$456K +$72K +1,012 +20%
BFA
1046
Beaumont Financial Advisors
Massachusetts
$454K -$105K -1,480 -20%
OWA
1047
ORBA Wealth Advisors
Illinois
$451K +$427K +6,000 New
CFA
1048
CWS Financial Advisors
Michigan
$450K -$72.9K -1,024 -15%
EIA
1049
Eldridge Investment Advisors
New Hampshire
$448K – – –
PMFA
1050
Plante Moran Financial Advisors
Michigan
$447K +$251K +3,521 +145%
40 41
42
43 44