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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
476
Perigon Wealth Management
California
$283K +$280K +8,276 New
SWM
477
SVA Wealth Management
Wisconsin
$282K +$13.6K +400 +5%
BTIS
478
BB&T Investment Services
North Carolina
$282K +$36.2K +1,068 +15%
FPIS
479
Financial Planning & Information Services
Wisconsin
$279K -$5.15K -152 -2%
AC
480
Addison Capital
Pennsylvania
$278K
BL
481
Balentine LLC
Georgia
$278K
CTA
482
Chesley Taft & Associates
Illinois
$277K
BIM
483
Bridges Investment Management
Nebraska
$274K
HSBC Holdings
484
HSBC Holdings
United Kingdom
$274K
RC
485
RegentAtlantic Capital
New Jersey
$273K
CONA
486
Capital One National Association
New York
$270K -$92.9K -2,740 -26%
SFWA
487
Summit Financial Wealth Advisors
Louisiana
$270K
RG
488
Rikoon Group
New Mexico
$269K
PGA
489
Portland Global Advisors
Maine
$264K
WA1
490
Wimmer Associates 1
California
$263K +$41.3K +1,220 +19%
RGIA
491
Rainier Group Investment Advisory
Washington
$262K -$1.9M -56,200 -88%
DIS
492
Diversified Investment Strategies
Louisiana
$258K +$15.9K +468 +7%
WT
493
Whittier Trust
California
$253K
SHGA
494
Sand Hill Global Advisors
California
$252K -$43.1K -1,272 -15%
GP
495
Girard Partners
Pennsylvania
$252K +$23.3K +688 +10%
CNBT
496
Canandaigua National Bank & Trust
New York
$252K +$250K +7,380 New
MCM
497
Mengis Capital Management
Oregon
$248K
MM
498
Meridian Management
Arkansas
$246K
RCA
499
Rex Capital Advisors
Rhode Island
$245K
WJA
500
Williams Jones & Associates
New York
$241K -$4.88K -144 -2%