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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
GG
2001
Gleason Group
Kentucky
$36.7K +$122 +1 +0.3%
GA
2002
GoalVest Advisory
New York
$36K – – –
MFC
2003
Mechanics Financial Corp
Ohio
$35.7K – – –
CWA
2004
Carolina Wealth Advisors
South Carolina
$35.7K +$35.5K +290 New
EPIME
2005
Evelyn Partners Investment Management (Europe)
$35.1K – – –
CAM
2006
Chesapeake Asset Management
New York
$34K – – –
BCM
2007
Boreal Capital Management
Florida
$33.3K – – –
EF
2008
Entrust Financial
Pennsylvania
$32.9K +$32.7K +267 New
DF
2009
DecisionPoint Financial
Arizona
$32.7K – – –
HR
2010
Howe & Rusling
New York
$31.7K +$122 +1 +0.4%
FCMT
2011
Founders Capital Management (Texas)
Texas
$31.2K +$367 +3 +1%
NL
2012
NorthAvenue LLC
Ohio
$29.4K +$29.3K +239 New
VWA
2013
Valued Wealth Advisors
Utah
$29.1K -$37.1K -303 -56%
CB
2014
Centennial Bank
Arkansas
$28.8K – – –
MFA
2015
Morling Financial Advisors
California
$28.8K – – –
DCM
2016
Davis Capital Management
Florida
$28.5K – – –
TPBG
2017
Turning Point Benefit Group
Maryland
$28.2K – – –
ME
2018
McIlrath & Eck
Washington
$28K – – –
DRP
2019
Decker Retirement Planning
Utah
$27.8K +$27.5K +225 New
FNWA
2020
Financial Network Wealth Advisors
Utah
$27.7K +$17.5K +143 +174%
TCA
2021
Trifecta Capital Advisors
Illinois
$27.1K – – –
HIIFS
2022
Harel Insurance Investments & Financial Services
Israel
$27K – – –
SFG
2023
Strive Financial Group
Indiana
$25.9K +$25.7K +210 New
CCMI
2024
Creative Capital Management Investments
California
$24.7K – – –
GWSG
2025
GPS Wealth Strategies Group
Colorado
$22.9K -$175K -1,429 -88%
79 80
81
82 83