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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
BIAS
2001
Beacon Investment Advisory Services
New Jersey
$17.8K -$180K -1,500 -91%
NA
2002
Networth Advisors
Pennsylvania
$17.4K +$241 +2 +1%
NWS
2003
Nvest Wealth Strategies
Ohio
$17.1K – – –
PP
2004
Pacifica Partners
Canada
$17K – – –
HWM
2005
Horizons Wealth Management
North Carolina
$16.8K – – –
CVM
2006
Cheviot Value Management
California
$15.9K – – –
QPBE
2007
Quintet Private Bank (Europe)
Luxembourg
$15.8K – – –
DWM
2008
Dogwood Wealth Management
Kansas
$15.5K – – –
VDBMI
2009
Van Den Berg Management I
Texas
$15.3K -$1.8K -15 -10%
FFL
2010
Financial Freedom LLC
Ohio
$14.6K +$15.5K +129 New
OWP
2011
ORG Wealth Partners
Texas
$14.6K – – –
FMB
2012
Field & Main Bank
Kentucky
$14.5K – – –
MCI
2013
MRP Capital Investments
Georgia
$14.3K +$15.2K +126 New
PK
2014
Pflug Koory
Nebraska
$13.8K – – –
RFA
2015
Reyes Financial Architecture
California
$13.7K – – –
NFSG
2016
Newbridge Financial Services Group
Florida
$13.3K – – –
BH
2017
Burk Holdings
Oklahoma
$12.1K +$12.9K +107 New
CTWM
2018
Cherry Tree Wealth Management
Minnesota
$11.9K – – –
TFA
2019
Toth Financial Advisory
Virginia
$11.8K – – –
FDW
2020
Fourth Dimension Wealth
Ohio
$11.3K – – –
GF
2021
GGM Financials
Ohio
$10.7K – – –
TCM
2022
Triumph Capital Management
Colorado
$10.2K – – –
MHR
2023
Matthew Hamilton Rosenberg
$9.95K – – –
FA
2024
Fountainhead AM
New Jersey
$9.91K +$120 +1 +1%
MSWA
2025
Marshall & Sterling Wealth Advisors
New York
$9.79K – – –
79 80
81
82 83