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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
NDSI
1076
Newman Dignan & Sheerar Inc
Rhode Island
$496K -$50K -622 -10%
AGWCA
1077
Annis Gardner Whiting Capital Advisors
Florida
$494K +$133K +1,650 +39%
KA
1078
Klingman & Associates
New York
$488K – – –
BTWM
1079
Baker Tilly Wealth Management
Wisconsin
$488K -$84.5K -1,052 -15%
SWA
1080
Sax Wealth Advisors
New Jersey
$488K +$321 +4 +0.1%
BBPWM
1081
Blue Bell Private Wealth Management
Pennsylvania
$488K -$48.2K -600 -9%
SIC
1082
Samalin Investment Counsel
New York
$487K +$482 +6 +0.1%
SWA
1083
Strata Wealth Advisors
Texas
$486K -$47K -585 -9%
GP
1084
Girard Partners
Pennsylvania
$486K +$41.4K +515 +10%
EFG
1085
Everhart Financial Group
Ohio
$483K +$459K +5,717 New
EWA
1086
Evolution Wealth Advisors
Florida
$483K +$221K +2,755 +93%
MCM
1087
Mengis Capital Management
Oregon
$482K – – –
PAM
1088
Palisade Asset Management
Minnesota
$482K – – –
OPWM
1089
Oakwell Private Wealth Management
Texas
$482K – – –
DSC
1090
Duncker Streett & Co
Missouri
$482K +$241 +3 +0.1%
JFGIW
1091
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$481K -$52.7K -656 -10%
FAM
1092
Formidable Asset Management
Ohio
$478K – – –
OWA
1093
ORBA Wealth Advisors
Illinois
$473K -$32.1K -400 -7%
GIA
1094
Guyasuta Investment Advisors
Pennsylvania
$472K – – –
LJAC
1095
L.J. Altfest & Co
New York
$470K – – –
SFG
1096
Sage Financial Group
Pennsylvania
$470K – – –
HBW
1097
Hazlett, Burt & Watson
West Virginia
$469K -$103K -1,277 -19%
BC
1098
Brio Consultants
California
$469K – – –
PFA
1099
Pure Financial Advisors
California
$467K +$6.11K +76 +1%
BOPW
1100
Brandywine Oak Private Wealth
Pennsylvania
$466K – – –
42 43
44
45 46