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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
ICAS
326
Investors Capital Advisory Services
Massachusetts
$515K -$60K -2,180 -11%
PFBT
327
Parkside Financial Bank & Trust
Missouri
$511K +$9.13K +332 +2%
WAM
328
Wallington Asset Management
Indiana
$498K – – –
MCTIC
329
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$480K – – –
NCM
330
Neumann Capital Management
California
$478K – – –
NFG
331
Next Financial Group
Texas
$468K -$7.48K -272 -2%
GCAC
332
Guardian Capital Advisors (Canada)
Ontario, Canada
$466K +$451K +16,400 New
TIA
333
Tiemann Investment Advisors
California
$462K -$38.5K -1,400 -8%
IPC
334
Independent Portfolio Consultants
Florida
$462K – – –
DMC
335
Drexel Morgan & Co
Pennsylvania
$461K – – –
CCT
336
Capital City Trust
Florida
$453K – – –
DE
337
Day & Ennis
Georgia
$453K +$53.7K +1,952 +14%
LMGAM
338
Liberty Mutual Group Asset Management
Massachusetts
$451K +$428K +15,560 New
CAM
339
Cubic Asset Management
Massachusetts
$429K – – –
LWM
340
Lenox Wealth Management
Ohio
$428K – – –
CA
341
Cambridge Advisors
Nebraska
$426K – – –
ST
342
Sageworth Trust
Pennsylvania
$426K – – –
SCA
343
Strategic Capital Alternatives
United States
$416K +$395K +14,368 New
TFA
344
Transamerica Financial Advisors
Florida
$412K -$1.36M -49,488 -78%
WSTAM
345
Wilbanks Smith & Thomas Asset Management
Virginia
$412K +$149K +5,432 +62%
SIC
346
Sigma Investment Counselors
Michigan
$403K +$30.8K +1,120 +9%
KIG
347
Kessler Investment Group
Indiana
$399K +$214K +7,784 +130%
EIM
348
Emerson Investment Management
Massachusetts
$398K +$378K +13,724 New
FWM
349
Frontier Wealth Management
Missouri
$395K +$31.9K +1,160 +9%
WCM
350
Wealthcare Capital Management
Virginia
$392K -$90.7K -3,296 -20%
12 13
14
15 16