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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
QPBE
2001
Quintet Private Bank (Europe)
Luxembourg
$15.8K – – –
DWM
2002
Dogwood Wealth Management
Kansas
$15.5K – – –
VDBMI
2003
Van Den Berg Management I
Texas
$15.3K -$1.8K -15 -10%
FFL
2004
Financial Freedom LLC
Ohio
$14.6K +$15.5K +129 New
OWP
2005
ORG Wealth Partners
Texas
$14.6K – – –
FMB
2006
Field & Main Bank
Kentucky
$14.5K – – –
MCI
2007
MRP Capital Investments
Georgia
$14.3K +$15.2K +126 New
PK
2008
Pflug Koory
Nebraska
$13.8K – – –
RFA
2009
Reyes Financial Architecture
California
$13.7K – – –
NFSG
2010
Newbridge Financial Services Group
Florida
$13.3K – – –
BH
2011
Burk Holdings
Oklahoma
$12.1K +$12.9K +107 New
CTWM
2012
Cherry Tree Wealth Management
Minnesota
$11.9K – – –
TFA
2013
Toth Financial Advisory
Virginia
$11.8K – – –
FDW
2014
Fourth Dimension Wealth
Ohio
$11.3K – – –
GF
2015
GGM Financials
Ohio
$10.7K – – –
TCM
2016
Triumph Capital Management
Colorado
$10.2K – – –
MHR
2017
Matthew Hamilton Rosenberg
$9.95K – – –
FA
2018
Fountainhead AM
New Jersey
$9.91K +$120 +1 +1%
MSWA
2019
Marshall & Sterling Wealth Advisors
New York
$9.79K – – –
BGAI
2020
Bruce G. Allen Investments
Colorado
$9.5K +$10.1K +84 New
MBFW
2021
Morton Brown Family Wealth
Pennsylvania
$9.28K – – –
UFPG
2022
United Financial Planning Group
New York
$9.28K – – –
AW
2023
Ankerstar Wealth
Texas
$9.16K – – –
FGAM
2024
Financial Gravity Asset Management
Texas
$9.16K – – –
CJ
2025
Caitlin John
Michigan
$8.71K – – –
79 80
81
82 83