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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
1976
Gunpowder Capital Management
Maryland
$66.1K +$65.6K +536 New
CW
1977
Curio Wealth
Maryland
$64.9K – – –
IBOK
1978
Independence Bank of Kentucky
Kentucky
$64.7K – – –
AI
1979
Atomic Invest
New York
$63.5K +$62.5K +511 New
KA
1980
Kozak & Associates
Colorado
$63.2K +$122 +1 +0.2%
TWD
1981
True Wealth Design
Ohio
$61.8K – – –
HWM
1982
HighMark Wealth Management
Minnesota
$59K +$6.85K +56 +13%
CWP
1983
Concord Wealth Partners
Virginia
$57.3K -$10.6K -87 -16%
BLC
1984
Brown, Lisle/Cummings
Rhode Island
$56.7K – – –
CMBA
1985
C.M. Bidwell & Associates
Hawaii
$55.7K – – –
OHWP
1986
Oak Harbor Wealth Partners
North Carolina
$54.9K -$6.36K -52 -10%
BWM
1987
Bullock Wealth Management
Indiana
$54.6K +$122 +1 +0.2%
IIM
1988
IFC & Insurance Marketing
California
$53K +$52.4K +428 New
AIC
1989
Archer Investment Corporation
Indiana
$50.5K -$33.3K -272 -40%
MDCM
1990
Morgan Dempsey Capital Management
Wisconsin
$49.3K – – –
CFS
1991
Compass Financial Services
Iowa
$48.2K -$9.91K -81 -17%
DWM
1992
Darwin Wealth Management
Florida
$47.9K +$16K +131 +51%
FC
1993
Financial Consulate
Maryland
$46.5K +$5.02K +41 +12%
FCG
1994
Financial Connections Group
California
$46K – – –
HC
1995
Hurley Capital
New York
$45.4K +$45K +368 New
SC
1996
Sawyer & Company
Massachusetts
$44.4K -$29.4K -240 -40%
BAM
1997
Bellevue Asset Management
Washington
$44K – – –
OAJ
1998
Ogorek Anthony Joseph
New York
$43K – – –
PP
1999
PFS Partners
New Jersey
$41.6K – – –
WG
2000
Wellington Group
Indiana
$40.4K +$40.1K +328 New
78 79
80
81 82