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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
501
HBK Sorce Advisory
Pennsylvania
$1.02M +$256K +5,332 +37%
FNT
502
First National Trust
Pennsylvania
$1.02M – – –
BFM
503
Boston Financial Management
Massachusetts
$1.02M – – –
CCT
504
Capital City Trust
Florida
$1.02M – – –
ACM
505
Azimuth Capital Management
Michigan
$1M -$27.4K -572 -3%
SKK
506
Shepherd Kaplan Krochuk
Massachusetts
$998K – – –
KIG
507
Kessler Investment Group
Indiana
$993K -$3.45K -72 -0.4%
NEPWA
508
New England Private Wealth Advisors
Massachusetts
$991K -$45.4K -948 -5%
BFA
509
Beacon Financial Advisory
Ohio
$989K +$11.7K +244 +1%
CS
510
Credit Suisse
Switzerland
$983K +$909K +18,956 New
PFS
511
Prospera Financial Services
Texas
$982K +$268K +5,600 +42%
AF
512
Allworth Financial
California
$974K -$27.2M -567,784 -97%
CFGS
513
Concourse Financial Group Securities
Alabama
$964K -$343K -7,152 -28%
EWF
514
Epstein & White Financial
California
$953K -$374K -7,792 -30%
HCMNY
515
Howard Capital Management (New York)
New York
$951K – – –
AA
516
Advisory Alpha
Michigan
$949K -$370K -7,716 -32%
BP
517
Ballentine Partners
Massachusetts
$937K -$40.7K -848 -4%
AI
518
Accredited Investors
Minnesota
$937K -$19.9K -416 -2%
DY
519
Dowling & Yahnke
California
$931K +$188K +3,932 +28%
SWM
520
SeaCrest Wealth Management
New York
$927K -$49.1K -1,024 -5%
NCM
521
Next Capital Management
New York
$914K -$47.9K -1,000 -5%
SAM
522
Sequent Asset Management
Texas
$913K -$959K -20,000 -53%
TFO
523
Tarbox Family Office
California
$913K +$54.3K +1,132 +7%
MBT
524
Montecito Bank & Trust
California
$902K – – –
NL
525
NWAM LLC
Washington
$895K +$827K +17,252 New
19 20
21
22 23