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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
MG
601
Mather Group
Illinois
$1.14M +$66.5K +885 +6%
DCM
602
Dimension Capital Management
Florida
$1.12M – – –
CIR
603
Clear Investment Research
Georgia
$1.11M -$159K -2,122 -13%
CW
604
Connectus Wealth
Ohio
$1.11M +$998K +13,279 New
MHS
605
M Holdings Securities
Oregon
$1.11M +$1.09M +14,486 New
PFM
606
Phillips Financial Management
Indiana
$1.1M -$236K -3,143 -18%
TRIA
607
Trail Ridge Investment Advisors
Colorado
$1.1M -$70.4K -937 -6%
CS
608
Capital Square
Tennessee
$1.09M – – –
CCMD
609
Cypress Capital Management (Delaware)
Delaware
$1.09M – – –
NEPWA
610
New England Private Wealth Advisors
Massachusetts
$1.09M -$105K -1,394 -9%
CC
611
Chicago Capital
Illinois
$1.09M -$185K -2,465 -15%
AC
612
AWM Capital
Arizona
$1.09M -$47.9K -638 -4%
NEWAS
613
N.E.W. Advisory Services
Wisconsin
$1.09M +$506K +6,740 +68%
TWC
614
TD Waterhouse Canada
Ontario, Canada
$1.09M -$3.68K -49 -0.4%
MWM
615
McNaughton Wealth Management
California
$1.08M +$197K +2,623 +23%
PCI
616
Planning Center Inc
Illinois
$1.08M -$88.6K -1,180 -8%
LL
617
LPWM LLC
Minnesota
$1.07M +$62.4K +831 +6%
DI
618
Disciplined Investments
Oklahoma
$1.07M +$101K +1,339 +11%
PAMG
619
Patton Albertson Miller Group
Tennessee
$1.06M -$33.1K -440 -3%
BOH
620
Bank of Hawaii
Hawaii
$1.06M -$39.3K -523 -4%
KCM
621
Kennicott Capital Management
California
$1.05M – – –
OIS
622
Okabena Investment Services
Minnesota
$1.05M – – –
MCWS
623
McKinley Carter Wealth Services
West Virginia
$1.04M -$22.8K -304 -2%
NCM
624
Next Capital Management
New York
$1.04M -$17.4K -232 -2%
BHWM
625
Bar Harbor Wealth Management
New Hampshire
$1.04M -$852K -11,341 -45%
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