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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
501
Crestwood Advisors Group
Massachusetts
$413K +$20.6K +512 +6%
CPO
502
Cerity Partners OCIO
New York
$410K +$22.2K +552 +6%
LSA
503
L & S Advisors
California
$404K -$3.54K -88 -0.9%
CT
504
Cambridge Trust
Massachusetts
$403K -$179K -4,468 -31%
PAG
505
Pinnacle Advisory Group
Maryland
$400K -$102K -2,544 -21%
GEA
506
Glen Eagle Advisors
New Jersey
$398K +$47.6K +1,184 +14%
BS
507
Boenning & Scattergood
Pennsylvania
$397K +$393K +9,772 New
NWP
508
Northstar Wealth Partners
Connecticut
$395K -$18.3K -456 -4%
PGA
509
Premia Global Advisors
Florida
$394K -$2.17M -53,988 -85%
SWM
510
Stockman Wealth Management
Montana
$390K – – –
CANC
511
Culbertson A N & Co
Virginia
$388K – – –
PA
512
Pinnacle Associates
New York
$388K +$153K +3,800 +66%
BFG
513
Beacon Financial Group
Texas
$386K – – –
WSTAM
514
Wilbanks Smith & Thomas Asset Management
Virginia
$385K -$2.73K -68 -0.7%
CW
515
Cobiz Wealth
Colorado
$382K +$30.4K +756 +9%
LWM
516
Lenox Wealth Management
Ohio
$381K – – –
BP
517
Ballentine Partners
Massachusetts
$377K +$3.86K +96 +1%
CAG
518
Csenge Advisory Group
Florida
$375K -$786K -19,580 -68%
WCM
519
Wealthcare Capital Management
Virginia
$370K +$2.09K +52 +0.6%
WB
520
WesBanco Bank
West Virginia
$369K -$103K -2,576 -22%
VHAM
521
Van Hulzen Asset Management
California
$368K -$9K -224 -2%
EWM
522
Empirical Wealth Management
Washington
$368K – – –
WAP
523
Wealthcare Advisory Partners
Pennsylvania
$368K +$89.7K +2,232 +33%
HCM
524
Hollencrest Capital Management
California
$364K – – –
WSFS
525
Wilmington Savings Fund Society
Delaware
$362K -$166K -4,124 -32%
19 20
21
22 23