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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
1026
FSM Wealth Advisors
Ohio
$978K – – –
IAS
1027
Insigneo Advisory Services
Florida
$978K +$49.3K +498 +6%
LWCFA
1028
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$978K -$41.6K -420 -5%
TWC
1029
TD Waterhouse Canada
Ontario, Canada
$977K -$20.8K -210 -2%
SIM
1030
Stratos Investment Management
Ohio
$976K +$143K +1,445 +19%
AWM
1031
Angeles Wealth Management
California
$974K – – –
SYBT
1032
Stock Yards Bank & Trust
Kentucky
$974K -$7.42K -75 -0.8%
CFGW
1033
Chancellor Financial Group WB
Pennsylvania
$973K +$99 +1 +0%
MA
1034
MONECO Advisors
Connecticut
$972K -$81.7K -825 -9%
AFA
1035
American Financial Advisors
Georgia
$972K +$7.52K +76 +0.9%
AIA
1036
Arbor Investment Advisors
North Carolina
$970K – – –
LSA
1037
Lion Street Advisors
Texas
$969K +$115K +1,159 +15%
OAM
1038
Oppenheimer Asset Management
New York
$966K +$94.4K +954 +12%
PWS
1039
Proactive Wealth Strategies
Georgia
$964K -$58.4K -590 -6%
WPW
1040
Watershed Private Wealth
Illinois
$963K -$3.66K -37 -0.4%
AWM
1041
Atticus Wealth Management
Florida
$962K -$48.2K -487 -5%
BW
1042
Balance Wealth
Ohio
$960K -$965K -9,747 -53%
PP
1043
Prudential plc
United Kingdom
$958K +$861K +8,700 New
FWCM
1044
Ferguson Wellman Capital Management
Oregon
$946K -$322K -3,258 -27%
CFS
1045
CRA Financial Services
New Jersey
$934K +$89.5K +904 +12%
MWAM
1046
Manhattan West Asset Management
California
$933K +$20.7K +209 +3%
4WM
1047
4J Wealth Management
Virginia
$932K -$11K -111 -1%
FDCP
1048
Foster Dykema Cabot & Partners
Massachusetts
$931K – – –
FI
1049
FWG Investments
Kentucky
$930K +$836K +8,451 New
CFP
1050
Catalyst Financial Partners
Massachusetts
$930K +$118K +1,195 +16%
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42
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