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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
FPIS
426
Financial Planning & Information Services
Wisconsin
$253K -$5.08K -168 -2%
NFG
427
NewFocus Financial Group
Washington
$252K +$250K +8,272 New
RG
428
Rikoon Group
New Mexico
$250K +$1.21K +40 +0.5%
WSTAM
429
Wilbanks Smith & Thomas Asset Management
Virginia
$249K -$3.02K -100 -1%
SSB
430
Sandy Spring Bank
Maryland
$248K +$96.7K +3,200 +65%
AC
431
Addison Capital
Pennsylvania
$247K – – –
BL
432
Balentine LLC
Georgia
$247K – – –
CTA
433
Chesley Taft & Associates
Illinois
$247K – – –
WIC
434
Whitegate Investment Counselors
New Hampshire
$247K +$10.3K +340 +4%
SBWM
435
Sunflower Bank Wealth Management
Arizona
$247K +$245K +8,100 New
TAM
436
Tocqueville Asset Management
New York
$247K +$245K +8,124 New
PL
437
Parthenon LLC
Kentucky
$246K – – –
BIM
438
Bridges Investment Management
Nebraska
$244K – – –
CW
439
Cobiz Wealth
Colorado
$243K -$3.5K -116 -1%
RC
440
RegentAtlantic Capital
New Jersey
$243K – – –
SFWA
441
Summit Financial Wealth Advisors
Louisiana
$240K – – –
SWM
442
SVA Wealth Management
Wisconsin
$239K +$237K +7,848 New
PGA
443
Portland Global Advisors
Maine
$235K – – –
FNBOO
444
First National Bank of Omaha
Nebraska
$230K – – –
CIM
445
Confluence Investment Management
Missouri
$230K +$228K +7,552 New
AC
446
Alexandria Capital
Virginia
$229K -$23.7K -784 -9%
EP
447
Edgestream Partners
New Jersey
$228K -$91.1K -3,016 -29%
WT
448
Whittier Trust
California
$225K – – –
FNT
449
First National Trust
Pennsylvania
$223K +$221K +7,320 New
MCM
450
Mengis Capital Management
Oregon
$221K – – –
16 17
18
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