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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
CPO
426
Cerity Partners OCIO
New York
$312K – – –
CAM
427
Concorde Asset Management
Michigan
$312K +$304K +9,488 New
LWM
428
Lenox Wealth Management
Ohio
$308K – – –
PA
429
Parallel Advisors
California
$304K +$14.4K +448 +5%
AA
430
Advisory Alpha
Michigan
$304K +$297K +9,248 New
BP
431
Ballentine Partners
Massachusetts
$301K +$98.1K +3,056 +50%
FANJ
432
Financial Architects (New Jersey)
New Jersey
$297K -$7.06K -220 -2%
CWM
433
Connecticut Wealth Management
Connecticut
$297K – – –
BBPWM
434
Blue Bell Private Wealth Management
Pennsylvania
$295K -$127K -3,960 -31%
HCM
435
Hollencrest Capital Management
California
$293K – – –
SBSB
436
Sullivan, Bruyette, Speros & Blaney
Virginia
$293K – – –
HCM
437
Harvey Capital Management
Florida
$289K – – –
AIM
438
Allen Investment Management
New York
$289K +$282K +8,800 New
FMBTD
439
First Midwest Bank Trust Division
Illinois
$286K +$279K +8,700 New
SHGA
440
Sand Hill Global Advisors
California
$284K -$265K -8,268 -49%
PAG
441
Pinnacle Advisory Group
Maryland
$283K -$75.1K -2,340 -21%
AFP
442
Ausdal Financial Partners
Iowa
$281K +$2.69K +84 +1%
BEC
443
Blue Edge Capital
Virginia
$278K +$271K +8,448 New
BOS
444
Bank of Stockton
California
$276K – – –
SSB
445
Sandy Spring Bank
Maryland
$276K +$8.47K +264 +3%
FPIS
446
Financial Planning & Information Services
Wisconsin
$273K – – –
FFEC
447
First Financial Equity Corporation
Arizona
$270K +$264K +8,216 New
WSTAM
448
Wilbanks Smith & Thomas Asset Management
Virginia
$269K – – –
AC
449
Addison Capital
Pennsylvania
$267K – – –
BL
450
Balentine LLC
Georgia
$267K – – –
16 17
18
19 20