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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
401
MYCIO Wealth Partners
Pennsylvania
$494K – – –
PFBT
402
Parkside Financial Bank & Trust
Missouri
$493K -$3.8K -112 -0.8%
FC
403
Ferris Capital
Massachusetts
$484K +$480K +14,160 New
CWM
404
Cornerstone Wealth Management
Missouri
$483K +$96.8K +2,856 +25%
BA
405
Boston Advisors
Massachusetts
$482K – – –
BAAM
406
Baker Avenue Asset Management
California
$477K – – –
BBPWM
407
Blue Bell Private Wealth Management
Pennsylvania
$475K +$183K +5,400 +60%
RIA
408
Regal Investment Advisors
Michigan
$470K +$128K +3,764 +38%
VWM
409
Venturi Wealth Management
Texas
$462K -$75.9K -2,240 -14%
VF
410
Virtu Financial
New York
$462K +$183K +5,408 +67%
SIC
411
Sigma Investment Counselors
Michigan
$450K -$1.36K -40 -0.3%
TFO
412
Tarbox Family Office
California
$450K – – –
BFM
413
Boston Financial Management
Massachusetts
$442K -$199K -5,868 -31%
FWM
414
Frontier Wealth Management
Missouri
$433K -$12.5K -368 -3%
RSA
415
Robertson Stephens Advisors
California
$428K -$88.4K -2,608 -17%
HSA
416
HBK Sorce Advisory
Pennsylvania
$415K +$6.91K +204 +2%
AFG
417
Albion Financial Group
Utah
$410K – – –
WSFS
418
Wilmington Savings Fund Society
Delaware
$410K – – –
SMC
419
Smith, Moore & Co
Missouri
$408K +$69.5K +2,052 +21%
MCTIC
420
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$406K – – –
CAG
421
Crestwood Advisors Group
Massachusetts
$406K +$43.2K +1,276 +12%
CFA
422
Carroll Financial Associates
North Carolina
$403K – – –
TYCC
423
Texas Yale Capital Corp
Florida
$397K +$393K +11,600 New
MSAM
424
Moloney Securities Asset Management
Missouri
$396K +$28.3K +836 +8%
ST
425
Sageworth Trust
Pennsylvania
$394K -$78.5K -2,316 -17%
15 16
17
18 19