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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
2001
Providence Capital Advisors
North Carolina
$39.9K – – –
FFO
2002
Fortitude Family Office
Arizona
$37.5K +$37.2K +304 New
RA
2003
Ransom Advisory
Rhode Island
$37.3K +$37.1K +303 New
CWM
2004
Copia Wealth Management
Oregon
$37K – – –
GG
2005
Gleason Group
Kentucky
$36.7K +$122 +1 +0.3%
GA
2006
GoalVest Advisory
New York
$36K – – –
MFC
2007
Mechanics Financial Corp
Ohio
$35.7K – – –
CWA
2008
Carolina Wealth Advisors
South Carolina
$35.7K +$35.5K +290 New
EPIME
2009
Evelyn Partners Investment Management (Europe)
$35.1K – – –
CAM
2010
Chesapeake Asset Management
New York
$34K – – –
BCM
2011
Boreal Capital Management
Florida
$33.3K – – –
EF
2012
Entrust Financial
Pennsylvania
$32.9K +$32.7K +267 New
DF
2013
DecisionPoint Financial
Arizona
$32.7K – – –
HR
2014
Howe & Rusling
New York
$31.7K +$122 +1 +0.4%
FCMT
2015
Founders Capital Management (Texas)
Texas
$31.2K +$367 +3 +1%
NL
2016
NorthAvenue LLC
Ohio
$29.4K +$29.3K +239 New
VWA
2017
Valued Wealth Advisors
Utah
$29.1K -$37.1K -303 -56%
CB
2018
Centennial Bank
Arkansas
$28.8K – – –
MFA
2019
Morling Financial Advisors
California
$28.8K – – –
DCM
2020
Davis Capital Management
Florida
$28.5K – – –
TPBG
2021
Turning Point Benefit Group
Maryland
$28.2K – – –
ME
2022
McIlrath & Eck
Washington
$28K – – –
DRP
2023
Decker Retirement Planning
Utah
$27.8K +$27.5K +225 New
FNWA
2024
Financial Network Wealth Advisors
Utah
$27.7K +$17.5K +143 +174%
TCA
2025
Trifecta Capital Advisors
Illinois
$27.1K – – –
79 80
81
82 83