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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
301
SVA Wealth Management
Wisconsin
$228K – – –
OC
302
Oarsman Capital
Wisconsin
$225K -$33K -1,240 -13%
BOS
303
Bingham Osborn & Scarborough
California
$224K – – –
MG
304
Mather Group
Illinois
$220K -$64.9K -2,436 -23%
BIM
305
Bridges Investment Management
Nebraska
$214K +$213K +8,000 New
PGA
306
Portland Global Advisors
Maine
$206K -$12.6K -472 -6%
GF
307
Gerstein Fisher
New York
$206K -$10.9K -408 -5%
AF
308
Aldebaran Financial
$201K +$200K +7,520 New
WA
309
Winfield Associates
Ohio
$198K – – –
WT
310
Whittier Trust
California
$197K – – –
FANJ
311
Financial Architects (New Jersey)
New Jersey
$144K +$19.8K +744 +16%
PIA
312
Peachtree Investment Advisors
Georgia
$141K +$141K +5,292 New
CTC
313
Central Trust Company
Missouri
$137K – – –
BBHC
314
Brown Brothers Harriman & Co
New York
$129K – – –
OCM
315
One Capital Management
California
$109K +$109K +4,092 New
WA
316
WFG Advisors
Texas
$106K +$2.45K +92 +2%
WEC
317
Winslow Evans & Crocker
Massachusetts
$103K +$49.7K +1,864 +93%
TDC
318
Thompson Davis & Co
Virginia
$97K +$82.7K +3,104 +575%
RFA
319
Reilly Financial Advisors
California
$95K – – –
ST
320
Stifel Trust
Missouri
$88K – – –
WTB
321
Washington Trust Bank
Washington
$78K -$71.4K -2,680 -48%
KT
322
Kanaly Trust
Texas
$77K – – –
BAM
323
Barrett Asset Management
New York
$75K -$2.67K -100 -3%
SSB
324
Sandy Spring Bank
Maryland
$75K – – –
MWP
325
MYCIO Wealth Partners
Pennsylvania
$74K +$320 +12 +0.4%
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13
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