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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
251
SVA Wealth Management
Wisconsin
$432K – – –
RFS
252
Rockefeller Financial Services
New York
$421K +$387K +15,680 +1,307%
ICAS
253
Investors Capital Advisory Services
Massachusetts
$418K -$63.6K -2,576 -13%
TIA
254
Tiemann Investment Advisors
California
$415K +$14.4K +584 +4%
CIM
255
Confluence Investment Management
Missouri
$410K -$326K -13,188 -45%
BOK
256
Bank of Kentucky
Kentucky
$408K – – –
SFG
257
SNS Financial Group
Minnesota
$399K -$686K -27,776 -63%
CCT
258
Capital City Trust
Florida
$390K – – –
FWP
259
FAS Wealth Partners
Kansas
$389K +$385K +15,600 New
BAM
260
Berkshire Asset Management
Pennsylvania
$385K -$45.4K -1,836 -11%
CCM
261
Covington Capital Management
California
$384K +$380K +15,372 New
WCM
262
Wealthcare Capital Management
Virginia
$374K +$21.7K +880 +6%
DADC
263
D.A. Davidson & Co
Montana
$373K +$69.4K +2,808 +23%
CAM
264
Cubic Asset Management
Massachusetts
$369K – – –
NAM
265
North American Management
Massachusetts
$359K -$98.8K -4,000 -22%
MHS
266
M Holdings Securities
Oregon
$356K -$118K -4,792 -25%
JIC
267
Johnson Investment Counsel
Ohio
$348K -$259K -10,480 -43%
EIM
268
Emerson Investment Management
Massachusetts
$343K -$19.8K -800 -6%
CAG
269
Crestwood Advisors Group
Massachusetts
$337K +$333K +13,492 New
BRWM
270
B. Riley Wealth Management
Tennessee
$328K +$325K +13,136 New
CCM
271
Condor Capital Management
New Jersey
$326K -$45.2K -1,828 -12%
IFA
272
Interactive Financial Advisors
Illinois
$326K -$1.09K -44 -0.3%
CWM
273
Cabot Wealth Management
Massachusetts
$323K -$32.1K -1,300 -9%
KFS
274
KMS Financial Services
Washington
$322K -$13.4K -544 -4%
KA
275
Kovack Advisors
Florida
$322K +$332K +13,428 New
9 10
11
12 13