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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
551
Intellectus Partners
California
$110K +$109K +3,204 New
TDC
552
Thompson Davis & Co
Virginia
$108K – – –
SIAS
553
Shine Investment Advisory Services
Colorado
$103K +$102K +3,004 New
DBT
554
Dubuque Bank & Trust
Iowa
$101K -$101K -2,968 -50%
BAM
555
Barrett Asset Management
New York
$99K – – –
TIM
556
Tortoise Investment Management
New York
$94K – – –
FFW
557
Fusion Family Wealth
New York
$85K -$13K -384 -13%
FBT
558
First Bank & Trust
South Dakota
$84K – – –
WIM
559
Westside Investment Management
California
$83.6K – – –
PMFA
560
Plante Moran Financial Advisors
Michigan
$83K -$6.1K -180 -7%
CTB
561
Country Trust Bank
Illinois
$83K – – –
HIIFS
562
Harel Insurance Investments & Financial Services
Israel
$79K – – –
JWA
563
JFS Wealth Advisors
Pennsylvania
$76K -$10.8K -320 -13%
HDIM
564
Hanson & Doremus Investment Management
Vermont
$73K +$72.5K +2,140 New
BCI
565
Brinker Capital Investments
Pennsylvania
$70K – – –
WA
566
WFG Advisors
Texas
$69K +$50.8K +1,500 +295%
GAM
567
Gemmer Asset Management
California
$62K +$407 +12 +0.7%
PAI
568
Pittenger & Anderson Inc
Nebraska
$60K +$36.1K +1,064 +152%
AIA
569
Armor Investment Advisors
North Carolina
$57K – – –
RFA
570
Reilly Financial Advisors
California
$55K – – –
BWM
571
Baystate Wealth Management
Massachusetts
$52K – – –
CHC
572
City Holding Co
West Virginia
$49K – – –
LNB
573
Ledyard National Bank
$45K -$1.36K -40 -3%
MFW
574
Mosaic Family Wealth
Missouri
$44K – – –
NSB
575
Norway Savings Bank
Maine
$44K – – –
21 22
23
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