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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
NP
526
NorthRock Partners
Minnesota
$293K -$9.71K -260 -3%
RGIA
527
Rainier Group Investment Advisory
Washington
$293K – – –
SBSB
528
Sullivan, Bruyette, Speros & Blaney
Virginia
$292K -$38.7K -1,036 -12%
FPIS
529
Financial Planning & Information Services
Wisconsin
$290K -$20K -536 -7%
PGA
530
Portland Global Advisors
Maine
$290K -$4.48K -120 -2%
CNBT
531
Canandaigua National Bank & Trust
New York
$290K +$11.7K +312 +4%
DWM
532
Darwin Wealth Management
Florida
$289K +$282K +7,556 New
MFW
533
Meristem Family Wealth
Minnesota
$289K +$283K +7,576 New
DIS
534
Diversified Investment Strategies
Louisiana
$288K – – –
GTAM
535
Global Trust Asset Management
Florida
$287K +$281K +7,524 New
GLA
536
Good Life Advisors
Pennsylvania
$286K +$21.4K +572 +9%
VCM
537
Virtue Capital Management
Tennessee
$279K +$273K +7,312 New
WF
538
Welch & Forbes
Massachusetts
$279K +$274K +7,320 New
MCM
539
Mengis Capital Management
Oregon
$277K – – –
MM
540
Meridian Management
Arkansas
$275K – – –
RCA
541
Rex Capital Advisors
Rhode Island
$274K – – –
PWM
542
Perigon Wealth Management
California
$272K -$51.1K -1,368 -16%
RVPG
543
Relative Value Partners Group
$271K +$598 +16 +0.2%
MMHP
544
Murphy Middleton Hinkle & Parker
Georgia
$271K +$265K +7,088 New
LSA
545
L & S Advisors
California
$270K -$179K -4,796 -40%
WAP
546
Wealthcare Advisory Partners
Pennsylvania
$267K +$34.5K +924 +15%
AP
547
Advisor Partners
California
$265K +$10.9K +292 +5%
CSM
548
CAMG Solamere Management
North Carolina
$265K +$260K +6,948 New
WJA
549
Williams Jones & Associates
New York
$264K -$1.94K -52 -0.7%
CG
550
Corundum Group
Colorado
$264K – – –
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