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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
1126
Summit Financial Strategies
Ohio
$243K +$234K +2,902 New
SYBT
1127
Stock Yards Bank & Trust
Kentucky
$242K +$233K +2,888 New
MJRIC
1128
Mogy Joel R Investment Counsel
California
$242K +$233K +2,896 New
GC
1129
Grimes & Company
Massachusetts
$241K +$232K +2,875 New
OC
1130
Oarsman Capital
Wisconsin
$238K +$9.43K +117 +4%
AA
1131
Axiom Advisory
California
$238K +$229K +2,840 New
ADL
1132
Asset Dedication LLC
California
$237K -$435K -5,395 -66%
ML
1133
McAdam LLC
Pennsylvania
$237K -$13K -161 -5%
CL
1134
CIM LLC
New York
$236K – – –
CCP
1135
Clarkston Capital Partners
Michigan
$236K – – –
IA
1136
IFG Advisory
Georgia
$236K +$1.61K +20 +0.7%
BFA
1137
Bragg Financial Advisors
North Carolina
$235K – – –
TPWM
1138
Twelve Points Wealth Management
Massachusetts
$235K +$226K +2,808 New
TC
1139
TownSquare Capital
Utah
$234K +$225K +2,798 New
CCM
1140
Crew Capital Management
Ohio
$234K +$226K +2,802 New
KCPG
1141
Kavar Capital Partners Group
Kansas
$232K -$21.8K -270 -9%
BO
1142
Bank OZK
Arkansas
$232K – – –
JIP
1143
Jaffetilchin Investment Partners
Florida
$231K -$30.1K -373 -12%
SHGA
1144
Sand Hill Global Advisors
California
$231K – – –
RVPG
1145
Relative Value Partners Group
$231K +$242 +3 +0.1%
GGI
1146
Godsey & Gibb Inc
Virginia
$231K +$222K +2,760 New
WAOTB
1147
Wealth Advisors of Tampa Bay
Florida
$231K +$223K +2,762 New
OCPWS
1148
One Charles Private Wealth Services
Massachusetts
$230K – – –
SFM
1149
Signet Financial Management
New Jersey
$230K – – –
CPA
1150
Cardiff Park Advisors
California
$230K +$222K +2,752 New
44 45
46
47 48