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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
1101
Edgestream Partners
New Jersey
$885K +$843K +7,328 New
ATFA
1102
All Terrain Financial Advisors
Minnesota
$883K – – –
SPP
1103
Single Point Partners
Massachusetts
$881K -$5.87K -51 -0.7%
HCM
1104
HMS Capital Management
Tennessee
$880K +$8.74K +76 +1%
BPWM
1105
Badgley Phelps Wealth Managers
Washington
$878K -$107K -929 -11%
MM
1106
Meridian Management
Arkansas
$878K – – –
CSPIA
1107
Cary Street Partners Investment Advisory
Virginia
$877K +$18.1K +157 +2%
RAS
1108
RPS Advisory Solutions
Kentucky
$871K -$9.55M -83,061 -92%
ET
1109
Equitable Trust
Tennessee
$870K -$41.5K -361 -5%
NCM
1110
NCM Capital Management
New Jersey
$869K -$51.2K -445 -6%
HIP
1111
HUB Investment Partners
Texas
$868K -$50K -435 -6%
OAM
1112
Oppenheimer Asset Management
New York
$867K -$183K -1,588 -18%
SFG
1113
SNS Financial Group
Minnesota
$866K – – –
JGIA
1114
Jackson Grant Investment Advisers
Connecticut
$865K +$920 +8 +0.1%
MBI
1115
May Barnhard Investments
Maryland
$859K +$460 +4 +0.1%
SFWC
1116
Strategic Family Wealth Counselors
New Jersey
$857K – – –
CAMG
1117
CWA Asset Management Group
Florida
$856K +$103K +899 +15%
HWA
1118
HCR Wealth Advisors
California
$855K +$1.61K +14 +0.2%
RMDI
1119
R.M. Davis Inc
Maine
$853K -$34.5K -300 -4%
IRAG
1120
Investment Research & Advisory Group
Georgia
$852K -$9.55K -83 -1%
BHIA
1121
Birch Hill Investment Advisors
Massachusetts
$851K – – –
CCMG
1122
Clark Capital Management Group
Pennsylvania
$850K +$296K +2,575 +58%
EPW
1123
Evergreen Private Wealth
Colorado
$843K +$18.3K +159 +2%
MWM
1124
Meridian Wealth Management
Kentucky
$843K -$21.9K -190 -3%
RF
1125
Rossby Financial
Florida
$843K +$17K +148 +2%
43 44
45
46 47