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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
HCC
476
Hirtle Callaghan & Co
Pennsylvania
$782K – – –
MBT
477
Montecito Bank & Trust
California
$779K -$275K -6,264 -26%
JFA
478
JNBA Financial Advisors
Minnesota
$775K -$2.99K -68 -0.4%
WAM
479
Wallington Asset Management
Indiana
$771K – – –
RSWM
480
Robertson Stephens Wealth Management
California
$764K +$296K +6,732 +65%
JWM
481
JGP Wealth Management
Oregon
$758K +$39.2K +892 +6%
PWM
482
Perigon Wealth Management
California
$756K +$394K +8,952 +113%
GMA
483
Goldstein Munger & Associates
California
$753K – – –
KAH
484
Kathryn A. Hall
$742K +$728K +16,556 New
BAAM
485
Baker Avenue Asset Management
California
$730K +$32.7K +744 +5%
OWD
486
Osborn Williams & Donohoe
Ohio
$729K – – –
VF
487
Virtu Financial
New York
$729K +$715K +16,260 New
CA
488
Cornerstone Advisory
Maryland
$724K -$3.17K -72 -0.4%
MWM
489
Mission Wealth Management
California
$724K +$17.4K +396 +3%
CFGS
490
Concourse Financial Group Securities
Alabama
$722K -$61.4K -1,396 -8%
BOTW
491
Bank of the West
California
$722K -$19.4K -440 -3%
FDCDDQ
492
Federation des caisses Desjardins du Quebec
Quebec, Canada
$717K – – –
CCT
493
Capital City Trust
Florida
$716K +$15K +340 +2%
RW
494
REDW Wealth
New Mexico
$715K – – –
HCM
495
HMS Capital Management
Tennessee
$708K – – –
TF
496
Trek Financial
Arizona
$705K -$4.57K -104 -0.7%
SC
497
Savant Capital
Illinois
$692K +$13.2K +300 +2%
SPIA
498
Strategic Point Investment Advisors
Rhode Island
$690K -$225K -5,120 -25%
AFA
499
American Financial Advisors
Georgia
$681K -$3.87K -88 -0.6%
SIA
500
Starfire Investment Advisers
Michigan
$680K – – –
18 19
20
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