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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1976
Magnolia Wealth Management
Alabama
$31K +$33K +274 New
BCM
1977
Boreal Capital Management
Florida
$30.5K – – –
EF
1978
Entrust Financial
Pennsylvania
$30.2K – – –
DF
1979
DecisionPoint Financial
Arizona
$30K – – –
CIR
1980
Clear Investment Research
Georgia
$29K -$465K -3,870 -94%
EPIME
1981
Evelyn Partners Investment Management (Europe)
$28.8K -$3.61K -30 -11%
FCMT
1982
Founders Capital Management (Texas)
Texas
$28.6K – – –
TLFA
1983
True Link Financial Advisors
California
$27K -$2.08M -17,315 -99%
NL
1984
NorthAvenue LLC
Ohio
$27K – – –
VWA
1985
Valued Wealth Advisors
Utah
$26.7K – – –
CB
1986
Centennial Bank
Arkansas
$26.5K – – –
MFA
1987
Morling Financial Advisors
California
$26.5K – – –
DCM
1988
Davis Capital Management
Florida
$26.1K – – –
ICCON
1989
Investment Counsel Company of Nevada
Nevada
$25.9K +$27.5K +229 New
AIS
1990
Advocate Investing Services
Maryland
$25.9K +$7.82K +65 +40%
ME
1991
McIlrath & Eck
Washington
$25.7K – – –
HIIFS
1992
Harel Insurance Investments & Financial Services
Israel
$25K – – –
HR
1993
Howe & Rusling
New York
$24.2K -$5.29K -44 -17%
SFG
1994
Strive Financial Group
Indiana
$24K – – –
TWIM
1995
TIAA Wealth Investment Management
New York
$23.2K +$25.6K +213 New
CCMI
1996
Creative Capital Management Investments
California
$22.6K – – –
BWM
1997
Benson Wealth Management
Tennessee
$20.8K – – –
PAIM
1998
Punch & Associates Investment Management
Minnesota
$20.6K +$21.9K +182 New
TWM
1999
Timmons Wealth Management
Massachusetts
$18.1K – – –
SC
2000
Sawyer & Company
Massachusetts
$18.1K -$24.1K -200 -56%
78 79
80
81 82