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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
226
Condor Capital Management
New Jersey
$334K -$1.06K -48 -0.3%
MBT
227
Montecito Bank & Trust
California
$333K – – –
MCTIC
228
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$327K -$321K -14,556 Closed
EIM
229
Emerson Investment Management
Massachusetts
$325K -$17.7K -800 -5%
FHC
230
First Heartland Consultants
Missouri
$322K -$139K -6,276 -31%
WCM
231
Wealthcare Capital Management
Virginia
$315K -$1.41K -64 -0.5%
IFA
232
Interactive Financial Advisors
Illinois
$294K – – –
CAM
233
Cubic Asset Management
Massachusetts
$290K +$287K +13,000 New
MPI
234
Mairs & Power Inc
Minnesota
$289K – – –
VKH
235
Virtu KCG Holdings
New York
$286K +$283K +12,820 New
BSB
236
Bangor Savings Bank
Maine
$273K +$269K +12,200 New
BRWA
237
B. Riley Wealth Advisors
Florida
$268K -$293K -13,284 -53%
RIA
238
Regal Investment Advisors
Michigan
$263K -$165K -7,480 -39%
DADC
239
D.A. Davidson & Co
Montana
$256K +$28.1K +1,272 +12%
CPO
240
Cerity Partners OCIO
New York
$251K +$883 +40 +0.4%
BFO
241
Boston Family Office
Massachusetts
$237K – – –
WJA
242
Williams Jones & Associates
New York
$235K -$13K -588 -5%
BSW
243
Buckingham Strategic Wealth
Missouri
$234K -$106K -4,800 -31%
MM
244
Meridian Management
Arkansas
$232K – – –
OC
245
Oarsman Capital
Wisconsin
$224K – – –
PSI
246
Pinnacle Summer Investments
Virginia
$224K +$441 +20 +0.2%
AC
247
Alexandria Capital
Virginia
$219K -$40.6K -1,840 -16%
KFS
248
KMS Financial Services
Washington
$215K +$213K +9,632 New
BFG
249
Beacon Financial Group
Texas
$213K +$210K +9,500 New
HCM
250
Harvey Capital Management
Florida
$205K -$221K -10,000 -52%
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