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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
451
Wealthcare Capital Management
Virginia
$341K
CPO
452
Cerity Partners OCIO
New York
$341K +$141 +4 +0%
EWM
453
Empirical Wealth Management
Washington
$341K +$42.3K +1,200 +14%
VHAM
454
Van Hulzen Asset Management
California
$339K +$333K +9,456 New
PA
455
Parallel Advisors
California
$338K
LWM
456
Lenox Wealth Management
Ohio
$335K
AWM
457
AE Wealth Management
Kansas
$327K +$321K +9,108 New
CW
458
Cobiz Wealth
Colorado
$324K -$13.5K -384 -4%
WSTAM
459
Wilbanks Smith & Thomas Asset Management
Virginia
$323K -$48.6K -1,380 -13%
CWM
460
Connecticut Wealth Management
Connecticut
$323K -$5.92K -168 -2%
BSB
461
Bangor Savings Bank
Maine
$321K -$23K -652 -7%
HCM
462
Hollencrest Capital Management
California
$321K
GEA
463
Glen Eagle Advisors
New Jersey
$320K -$230K -6,528 -42%
AIM
464
Allen Investment Management
New York
$316K
HCM
465
Harvey Capital Management
Florida
$315K
SBSB
466
Sullivan, Bruyette, Speros & Blaney
Virginia
$312K
PWM
467
Perigon Wealth Management
California
$304K +$7.61K +216 +3%
BEC
468
Blue Edge Capital
Virginia
$303K
SSB
469
Sandy Spring Bank
Maryland
$301K -$14.2K -404 -5%
BOS
470
Bank of Stockton
California
$301K
LFG
471
LifePlan Financial Group
Ohio
$298K -$49.3K -1,400 -14%
SWM
472
SVA Wealth Management
Wisconsin
$296K
BTIS
473
BB&T Investment Services
North Carolina
$295K
CCM
474
Coldstream Capital Management
Washington
$294K +$290K +8,220 New
LWAC
475
Laurel Wealth Advisors (California)
California
$293K -$6.34K -180 -2%