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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
HIM
501
Hotaling Investment Management
Pennsylvania
$1.33M -$34.6K -500 -3%
PMG
502
ProVise Management Group
Florida
$1.32M -$121K -1,755 -9%
RPC
503
Rossmore Private Capital
Connecticut
$1.32M +$513K +7,417 +69%
FLPIM
504
F.L. Putnam Investment Management
Massachusetts
$1.3M +$6.37K +92 +0.5%
KM
505
Kalos Management
Georgia
$1.29M -$128K -1,855 -10%
4WM
506
4J Wealth Management
Virginia
$1.29M -$26.6K -384 -2%
PFM
507
Phillips Financial Management
Indiana
$1.28M – – –
OPWM
508
Oxinas Partners Wealth Management
Indiana
$1.27M -$82.6K -1,194 -6%
FPFS
509
First Personal Financial Services
North Carolina
$1.27M -$40.4K -583 -3%
NEPWA
510
New England Private Wealth Advisors
Massachusetts
$1.25M -$101K -1,464 -8%
MBT
511
Montecito Bank & Trust
California
$1.25M – – –
SWM
512
SeaCrest Wealth Management
New York
$1.25M -$14.3K -206 -1%
DY
513
Dowling & Yahnke
California
$1.24M – – –
CTC
514
Central Trust Company
Missouri
$1.24M -$52.6K -760 -4%
CWM
515
Cornerstone Wealth Management
Missouri
$1.24M +$119K +1,725 +11%
BFEC
516
Benjamin F. Edwards & Company
Missouri
$1.23M +$138 +2 +0%
LSPW
517
Lake Street Private Wealth
Illinois
$1.23M -$1.25K -18 -0.1%
HSA
518
HBK Sorce Advisory
Pennsylvania
$1.23M +$269K +3,882 +30%
IA
519
Insight Advisors
Pennsylvania
$1.22M -$35.2K -508 -3%
WP
520
WealthShield Partners
North Carolina
$1.22M +$203K +2,940 +17%
CC
521
Chicago Capital
Illinois
$1.22M -$166K -2,400 -13%
FPS
522
Fieldpoint Private Securities
Connecticut
$1.22M +$24.2K +350 +2%
GWM
523
GSB Wealth Management
Connecticut
$1.21M -$39.7K -574 -3%
AWA
524
Arete Wealth Advisors
Illinois
$1.21M +$1.19M +17,141 New
KAH
525
Kathryn A. Hall
$1.2M – – –
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