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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
WBG
1076
Wharton Business Group
Pennsylvania
$283K +$273K +3,386 New
LS
1077
Leelyn Smith
Illinois
$282K – – –
RT
1078
Rockland Trust
Massachusetts
$281K -$75.7K -940 -22%
OBWG
1079
Onyx Bridge Wealth Group
New York
$281K -$58.6K -728 -18%
FAT
1080
First American Trust
California
$281K – – –
PCM
1081
Parsons Capital Management
Rhode Island
$281K +$33.9K +421 +14%
SFO
1082
Stokes Family Office
Louisiana
$280K +$31.5K +391 +13%
PSIWM
1083
Paradigm Strategies in Wealth Management
Minnesota
$279K -$19.7K -244 -7%
TC
1084
Telemus Capital
Michigan
$279K +$45.1K +560 +20%
WH
1085
Whitcomb & Hess
Ohio
$278K -$806 -10 -0.3%
DLCIG
1086
D.L. Carlson Investment Group
New Hampshire
$277K – – –
HSWM
1087
Hubbell Strickland Wealth Management
Louisiana
$277K +$322 +4 +0.1%
STAS
1088
Strong Tower Advisory Services
Minnesota
$276K – – –
HG
1089
Harbor Group
New Hampshire
$274K -$15.1K -187 -5%
DWM
1090
Doyle Wealth Management
Florida
$274K +$264K +3,275 New
HIS
1091
Harvest Investment Services
Illinois
$274K +$265K +3,286 New
FNB
1092
Farmers National Bank
Kentucky
$272K -$5.32K -66 -2%
MC
1093
Moors & Cabot
Massachusetts
$272K +$16.2K +201 +7%
SWM
1094
Silverlake Wealth Management
Vermont
$272K +$262K +3,250 New
MSA
1095
McAlister Sweet & Associates
Texas
$271K +$261K +3,238 New
TIM
1096
Tortoise Investment Management
New York
$270K -$7.41K -92 -3%
GCA
1097
Gradient Capital Advisors
California
$270K – – –
SWM
1098
Selective Wealth Management
Virginia
$268K – – –
CFG
1099
Cooper Financial Group
California
$266K -$509K -6,320 -67%
QC
1100
Quent Capital
New York
$263K +$253K +3,141 New
42 43
44
45 46