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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1026
Neumann Capital Management
California
$985K – – –
SFMG
1027
Sage Financial Management Group
Virginia
$982K -$13.9K -140 -2%
RMCM
1028
Reynders McVeigh Capital Management
Massachusetts
$979K – – –
FWA
1029
FSM Wealth Advisors
Ohio
$978K – – –
IAS
1030
Insigneo Advisory Services
Florida
$978K +$49.3K +498 +6%
LWCFA
1031
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$978K -$41.6K -420 -5%
TWC
1032
TD Waterhouse Canada
Ontario, Canada
$977K -$20.8K -210 -2%
SIM
1033
Stratos Investment Management
Ohio
$976K +$143K +1,445 +19%
AWM
1034
Angeles Wealth Management
California
$974K – – –
SYBT
1035
Stock Yards Bank & Trust
Kentucky
$974K -$7.42K -75 -0.8%
CFGW
1036
Chancellor Financial Group WB
Pennsylvania
$973K +$99 +1 +0%
MA
1037
MONECO Advisors
Connecticut
$972K -$81.7K -825 -9%
AFA
1038
American Financial Advisors
Georgia
$972K +$7.52K +76 +0.9%
AIA
1039
Arbor Investment Advisors
North Carolina
$970K – – –
LSA
1040
Lion Street Advisors
Texas
$969K +$115K +1,159 +15%
OAM
1041
Oppenheimer Asset Management
New York
$966K +$94.4K +954 +12%
PWS
1042
Proactive Wealth Strategies
Georgia
$964K -$58.4K -590 -6%
WPW
1043
Watershed Private Wealth
Illinois
$963K -$3.66K -37 -0.4%
AWM
1044
Atticus Wealth Management
Florida
$962K -$48.2K -487 -5%
BW
1045
Balance Wealth
Ohio
$960K -$965K -9,747 -53%
PP
1046
Prudential plc
United Kingdom
$958K +$861K +8,700 New
FWCM
1047
Ferguson Wellman Capital Management
Oregon
$946K -$322K -3,258 -27%
CFS
1048
CRA Financial Services
New Jersey
$934K +$89.5K +904 +12%
MWAM
1049
Manhattan West Asset Management
California
$933K +$20.7K +209 +3%
4WM
1050
4J Wealth Management
Virginia
$932K -$11K -111 -1%
40 41
42
43 44