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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
476
Ballentine Partners
Massachusetts
$820K – – –
KIG
477
Kessler Investment Group
Indiana
$817K +$14.1K +312 +2%
DY
478
Dowling & Yahnke
California
$816K +$4.7K +104 +0.6%
DSC
479
Duncker Streett & Co
Missouri
$805K -$123K -2,728 -13%
HSA
480
HBK Sorce Advisory
Pennsylvania
$796K +$219K +4,844 +38%
KPCM
481
Kings Point Capital Management
New York
$793K – – –
JWM
482
JGP Wealth Management
Oregon
$785K +$46.7K +1,032 +6%
PFBT
483
Parkside Financial Bank & Trust
Missouri
$784K -$25.7K -568 -3%
MBT
484
Montecito Bank & Trust
California
$783K – – –
WAM
485
Wallington Asset Management
Indiana
$774K – – –
SWA
486
SFMG Wealth Advisors
Texas
$765K – – –
BOTW
487
Bank of the West
California
$765K +$39.8K +880 +5%
PWM
488
Perigon Wealth Management
California
$761K -$3.98K -88 -0.5%
GMA
489
Goldstein Munger & Associates
California
$756K – – –
JGC
490
J. Goldman & Co
New York
$754K +$302K +6,680 +66%
SC
491
Slow Capital
California
$753K +$150K +3,324 +25%
PAMG
492
Patton Albertson Miller Group
Tennessee
$753K +$203K +4,496 +37%
MA
493
MONECO Advisors
Connecticut
$748K -$50.1K -1,108 -6%
KAH
494
Kathryn A. Hall
$745K – – –
BPWA
495
Beacon Pointe Wealth Advisors
California
$738K +$203K +4,488 +38%
S
496
SignatureFD
Georgia
$735K +$61.9K +1,368 +9%
BAAM
497
Baker Avenue Asset Management
California
$733K – – –
OWD
498
Osborn Williams & Donohoe
Ohio
$732K – – –
NP
499
NorthRock Partners
Minnesota
$726K +$453K +10,016 +164%
CCT
500
Capital City Trust
Florida
$719K – – –
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