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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
ATFA
401
All Terrain Financial Advisors
Minnesota
$743K -$30.2K -756 -4%
AI
402
Accredited Investors
Minnesota
$743K -$1.44K -36 -0.2%
SPIA
403
Strategic Point Investment Advisors
Rhode Island
$724K -$28.7K -720 -4%
HCP
404
Holt Capital Partners
Texas
$717K – – –
DBRC
405
D.B. Root & Company
Pennsylvania
$712K +$733K +18,376 New
PFGIA
406
Patriot Financial Group Insurance Agency
Massachusetts
$709K -$20.1K -504 -3%
EAM
407
Evanson Asset Management
California
$706K +$160 +4 +0%
FCI
408
Financial Counselors Inc
Kansas
$695K -$43.1K -1,080 -6%
OCG
409
Opus Capital Group
Ohio
$695K – – –
KIG
410
Kessler Investment Group
Indiana
$689K -$99.2K -2,488 -12%
PAS
411
Partnervest Advisory Services
California
$679K -$152K -3,804 -18%
MBT
412
Montecito Bank & Trust
California
$674K -$39.9K -1,000 -5%
WAM
413
Wolverine Asset Management
Illinois
$669K -$123K -3,080 -15%
WAM
414
Wallington Asset Management
Indiana
$667K – – –
JWBC
415
J.W. Burns & Co
New York
$659K – – –
SWA
416
SFMG Wealth Advisors
Texas
$659K – – –
TNBTD
417
Trustmark National Bank Trust Department
Mississippi
$655K -$113K -2,828 -14%
IIC
418
Integrated Investment Consultants
Michigan
$654K +$673K +16,864 New
RMCM
419
Reynders McVeigh Capital Management
Massachusetts
$652K -$63.8K -1,600 -9%
GMA
420
Goldstein Munger & Associates
California
$651K – – –
SWM
421
SeaCrest Wealth Management
New York
$645K +$479 +12 +0.1%
NFG
422
NewFocus Financial Group
Washington
$645K +$37.5K +940 +6%
FWM
423
Focused Wealth Management
New York
$642K -$91.7K -2,300 -12%
PFM
424
Parsec Financial Management
North Carolina
$635K -$5.9K -148 -0.9%
VFA
425
Valeo Financial Advisors
Indiana
$626K -$41.5K -1,040 -6%
15 16
17
18 19