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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
RT
1076
Rockland Trust
Massachusetts
$281K -$75.7K -940 -22%
OBWG
1077
Onyx Bridge Wealth Group
New York
$281K -$58.6K -728 -18%
FAT
1078
First American Trust
California
$281K – – –
PCM
1079
Parsons Capital Management
Rhode Island
$281K +$33.9K +421 +14%
SFO
1080
Stokes Family Office
Louisiana
$280K +$31.5K +391 +13%
PSIWM
1081
Paradigm Strategies in Wealth Management
Minnesota
$279K -$19.7K -244 -7%
TC
1082
Telemus Capital
Michigan
$279K +$45.1K +560 +20%
WH
1083
Whitcomb & Hess
Ohio
$278K -$806 -10 -0.3%
DLCIG
1084
D.L. Carlson Investment Group
New Hampshire
$277K – – –
HSWM
1085
Hubbell Strickland Wealth Management
Louisiana
$277K +$322 +4 +0.1%
STAS
1086
Strong Tower Advisory Services
Minnesota
$276K – – –
HG
1087
Harbor Group
New Hampshire
$274K -$15.1K -187 -5%
DWM
1088
Doyle Wealth Management
Florida
$274K +$264K +3,275 New
HIS
1089
Harvest Investment Services
Illinois
$274K +$265K +3,286 New
FNB
1090
Farmers National Bank
Kentucky
$272K -$5.32K -66 -2%
MC
1091
Moors & Cabot
Massachusetts
$272K +$16.2K +201 +7%
SWM
1092
Silverlake Wealth Management
Vermont
$272K +$262K +3,250 New
MSA
1093
McAlister Sweet & Associates
Texas
$271K +$261K +3,238 New
TIM
1094
Tortoise Investment Management
New York
$270K -$7.41K -92 -3%
GCA
1095
Gradient Capital Advisors
California
$270K – – –
SWM
1096
Selective Wealth Management
Virginia
$268K – – –
CFG
1097
Cooper Financial Group
California
$266K -$509K -6,320 -67%
QC
1098
Quent Capital
New York
$263K +$253K +3,141 New
SPWM
1099
Straight Path Wealth Management
Michigan
$262K +$252K +3,130 New
CSWM
1100
Cassady Schiller Wealth Management
Ohio
$262K +$253K +3,135 New
42 43
44
45 46