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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
401
Valley Wealth Managers
New Jersey
$389K -$70.7K -2,204 -16%
LAM
402
Lebenthal Asset Management
New York
$387K -$148K -4,600 -28%
CFA
403
Carroll Financial Associates
North Carolina
$387K – – –
SMA
404
Simply Money Advisors
Ohio
$368K -$714K -22,252 -67%
EFS
405
Essex Financial Services
Connecticut
$367K -$14.1K -440 -4%
CWM
406
Cornerstone Wealth Management
Missouri
$364K +$361K +11,240 New
SWA
407
Sutton Wealth Advisors
Florida
$359K – – –
MSAM
408
Moloney Securities Asset Management
Missouri
$353K +$20.7K +644 +6%
CONA
409
Capital One National Association
New York
$350K – – –
CCM
410
Condor Capital Management
New Jersey
$348K -$10K -312 -3%
CAG
411
Crestwood Advisors Group
Massachusetts
$346K -$33.4K -1,040 -9%
FWCM
412
Ferguson Wellman Capital Management
Oregon
$339K – – –
JA
413
JOYN Advisors
Georgia
$339K +$330K +10,296 New
SBH
414
Segall Bryant & Hamill
Illinois
$338K +$329K +10,268 New
NFG
415
NewFocus Financial Group
Washington
$333K +$59.2K +1,844 +22%
HIMC
416
Heritage Investors Management Corp
Maryland
$329K +$321K +10,000 New
RIA
417
Regal Investment Advisors
Michigan
$328K -$13.3K -416 -4%
SMC
418
Smith, Moore & Co
Missouri
$325K +$317K +9,880 New
AF
419
Alerus Financial
North Dakota
$320K – – –
LFG
420
LifePlan Financial Group
Ohio
$320K +$312K +9,720 New
BSB
421
Bangor Savings Bank
Maine
$316K – – –
MCM
422
Murphy Capital Management
New Jersey
$315K – – –
SC
423
Savant Capital
Illinois
$314K +$20.5K +640 +7%
WCM
424
Wealthcare Capital Management
Virginia
$313K -$27.1K -844 -8%
BFG
425
Beacon Financial Group
Texas
$312K – – –
15 16
17
18 19