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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
TIA
326
Tiemann Investment Advisors
California
$502K -$14K -480 -3%
PFBT
327
Parkside Financial Bank & Trust
Missouri
$501K +$11.2K +384 +2%
WAM
328
Wallington Asset Management
Indiana
$498K – – –
MHS
329
M Holdings Securities
Oregon
$493K -$3.95K -136 -0.8%
CIM
330
Confluence Investment Management
Missouri
$492K +$15.6K +536 +3%
WCM
331
Wealthcare Capital Management
Virginia
$487K -$104K -3,576 -18%
MCTIC
332
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$480K – – –
NCM
333
Neumann Capital Management
California
$477K -$26.7K -920 -5%
NFG
334
Next Financial Group
Texas
$475K -$58K -1,996 -11%
TF
335
Tompkins Financial
New York
$467K -$26.9K -924 -5%
AP
336
Atwood & Palmer
Missouri
$462K – – –
IPC
337
Independent Portfolio Consultants
Florida
$462K +$464K +15,960 New
DMC
338
Drexel Morgan & Co
Pennsylvania
$460K – – –
WP
339
WealthPLAN Partners
Nebraska
$454K +$1.38M +47,332 New
CCT
340
Capital City Trust
Florida
$453K – – –
AFG
341
Albion Financial Group
Utah
$447K +$449K +15,436 New
CAM
342
Cubic Asset Management
Massachusetts
$428K – – –
LWM
343
Lenox Wealth Management
Ohio
$427K +$429K +14,760 New
ST
344
Sageworth Trust
Pennsylvania
$426K -$537K -18,464 -56%
CA
345
Cambridge Advisors
Nebraska
$426K – – –
CT
346
Cambridge Trust
Massachusetts
$407K +$409K +14,068 New
HSA
347
HBK Sorce Advisory
Pennsylvania
$401K – – –
SWP
348
Stratos Wealth Partners
Ohio
$397K -$258K -8,868 -39%
DE
349
Day & Ennis
Georgia
$396K +$398K +13,688 New
BAM
350
Berkshire Asset Management
Pennsylvania
$391K – – –
12 13
14
15 16