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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
IBOK
1976
Independence Bank of Kentucky
Kentucky
$64.7K – – –
KA
1977
Kozak & Associates
Colorado
$63.2K +$122 +1 +0.2%
TWD
1978
True Wealth Design
Ohio
$61.8K – – –
HWM
1979
HighMark Wealth Management
Minnesota
$59K +$6.85K +56 +13%
CWP
1980
Concord Wealth Partners
Virginia
$57.3K -$10.6K -87 -16%
BLC
1981
Brown, Lisle/Cummings
Rhode Island
$56.7K – – –
CMBA
1982
C.M. Bidwell & Associates
Hawaii
$55.7K – – –
OHWP
1983
Oak Harbor Wealth Partners
North Carolina
$54.9K -$6.36K -52 -10%
IIM
1984
IFC & Insurance Marketing
California
$53K +$52.4K +428 New
AIC
1985
Archer Investment Corporation
Indiana
$50.5K -$33.3K -272 -40%
MDCM
1986
Morgan Dempsey Capital Management
Wisconsin
$49.3K – – –
CFS
1987
Compass Financial Services
Iowa
$48.2K -$9.91K -81 -17%
DWM
1988
Darwin Wealth Management
Florida
$47.9K +$16K +131 +51%
FC
1989
Financial Consulate
Maryland
$46.5K +$5.02K +41 +12%
FCG
1990
Financial Connections Group
California
$46K – – –
HC
1991
Hurley Capital
New York
$45.4K +$45K +368 New
SC
1992
Sawyer & Company
Massachusetts
$44.4K -$29.4K -240 -40%
BAM
1993
Bellevue Asset Management
Washington
$44K – – –
OAJ
1994
Ogorek Anthony Joseph
New York
$43K – – –
PP
1995
PFS Partners
New Jersey
$41.6K – – –
WG
1996
Wellington Group
Indiana
$40.4K +$40.1K +328 New
PCA
1997
Providence Capital Advisors
North Carolina
$39.9K – – –
FFO
1998
Fortitude Family Office
Arizona
$37.5K +$37.2K +304 New
RA
1999
Ransom Advisory
Rhode Island
$37.3K +$37.1K +303 New
CWM
2000
Copia Wealth Management
Oregon
$37K – – –
78 79
80
81 82