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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
351
Bridges Investment Management
Nebraska
$228K – – –
OC
352
Oarsman Capital
Wisconsin
$227K -$7.54K -260 -3%
AW
353
ACG Wealth
Georgia
$227K +$232K +7,988 New
PGA
354
Portland Global Advisors
Maine
$220K – – –
PAS
355
Partnervest Advisory Services
California
$218K +$222K +7,672 New
AF
356
Aldebaran Financial
$214K – – –
BG
357
Bahl & Gaynor
Ohio
$214K +$218K +7,512 New
BOS
358
Bingham Osborn & Scarborough
California
$212K – – –
WT
359
Whittier Trust
California
$210K – – –
DBT
360
Dubuque Bank & Trust
Iowa
$208K – – –
IFA
361
Interactive Financial Advisors
Illinois
$207K -$2.2K -76 -1%
MM
362
Meridian Management
Arkansas
$205K – – –
FAT
363
First American Trust
California
$202K +$206K +7,108 New
DADC
364
D.A. Davidson & Co
Montana
$194K -$152K -5,252 -43%
FPFS
365
First Personal Financial Services
North Carolina
$186K -$11.6K -400 -6%
CTC
366
Central Trust Company
Missouri
$185K +$50.7K +1,748 +37%
RBC
367
Roble Belko & Company
Pennsylvania
$160K – – –
LWA
368
Lowe Wealth Advisors
Maryland
$143K – – –
BBHC
369
Brown Brothers Harriman & Co
New York
$137K – – –
CGH
370
Cleary Gull Holdings
Wisconsin
$132K +$135K +4,652 New
BWA
371
Burt Wealth Advisors
Maryland
$118K – – –
WEC
372
Winslow Evans & Crocker
Massachusetts
$110K – – –
PG
373
Patten Group
Tennessee
$104K +$106K +3,668 New
HCMT
374
Highland Capital Management (Tennessee)
Tennessee
$97K +$98.5K +3,400 New
PIA
375
Peachtree Investment Advisors
Georgia
$94K – – –
13 14
15
16 17