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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
FFW
1101
Fusion Family Wealth
New York
$13K – – –
ASBI
1102
American State Bank (Iowa)
Iowa
$12.8K +$12.1K +200 New
TAM
1103
Townsend Asset Management
North Carolina
$11K +$61 +1 +0.6%
AW
1104
Avion Wealth
Texas
$10K – – –
OIM
1105
Oder Investment Management
California
$10K +$10.2K +168 New
GTAM
1106
Global Trust Asset Management
Florida
$9K – – –
RIA
1107
RPG Investment Advisory
California
$9K – – –
HWM
1108
HighMark Wealth Management
Minnesota
$8K +$61 +1 +0.8%
KTC
1109
Kistler-Tiffany Companies
Pennsylvania
$7K -$61 -1 -1%
CIAS
1110
CBIZ Investment Advisory Services
Ohio
$6K – – –
UFF
1111
USA Financial Formulas
Michigan
$6K – – –
LGA
1112
Lebenthal Global Advisors
New York
$6K +$6.12K +101 New
PFGIA
1113
Patriot Financial Group Insurance Agency
Massachusetts
$5K – – –
TIAM2
1114
Tru Independence Asset Management 2
Oregon
$5K +$4.37K +72 New
TCWA
1115
Ten Capital Wealth Advisors
Washington
$5K +$5.09K +84 New
EWM
1116
Endurance Wealth Management
Rhode Island
$4K – – –
ACA
1117
Aptus Capital Advisors
Alabama
$3K -$182 -3 -5%
HR
1118
Howe & Rusling
New York
$3K -$61 -1 -2%
IWMA
1119
Ironwood Wealth Management (Arizona)
Arizona
$3K – – –
HS
1120
Horan Securities
United States
$3K +$61 +1 +2%
BFC
1121
Bedel Financial Consulting
Indiana
$2K – – –
BHWM
1122
Bay Harbor Wealth Management
Maryland
$1K – – –
PL
1123
Polianta Ltd
Jersey
– -$12.3M -213,600 Closed
JGC
1124
J. Goldman & Co
New York
– -$6.65M -115,144 Closed
PP
1125
Prudential plc
United Kingdom
– -$849K -58,800 Closed
43 44
45
46 47