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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
2026
Addison Advisors
Vermont
$75K -$153K -1,159 -68%
FFA
2027
Frazier Financial Advisors
Ohio
$74.9K -$91.9K -696 -56%
DRP
2028
Decker Retirement Planning
Utah
$74.5K +$71.6K +542 New
ATC
2029
Adirondack Trust Company
New York
$73.9K – – –
GCM
2030
Gunpowder Capital Management
Maryland
$73.7K – – –
CI
2031
Cordant Inc
Oregon
$72.2K +$69.3K +525 New
NAMP
2032
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$70.9K +$70.5K +534 New
AIC
2033
Archer Investment Corporation
Indiana
$70.7K +$13.7K +104 +25%
TWD
2034
True Wealth Design
Ohio
$68.9K – – –
NFSG
2035
Newbridge Financial Services Group
Florida
$66.8K +$48.6K +368 +312%
NRG
2036
Nemes Rush Group
Michigan
$66.7K – – –
KA
2037
Kozak & Associates
Colorado
$66.1K -$3.17K -24 -5%
SWAG
2038
Spectrum Wealth Advisory Group
California
$64.1K +$61.5K +466 New
CWP
2039
Concord Wealth Partners
Virginia
$64.1K +$61.5K +466 New
CTB
2040
Country Trust Bank
Illinois
$62.9K +$60.3K +457 New
CMBA
2041
C.M. Bidwell & Associates
Hawaii
$62.2K – – –
CFSG
2042
Community Financial Services Group
Vermont
$61.3K -$281K -2,128 -83%
OHWP
2043
Oak Harbor Wealth Partners
North Carolina
$61.2K – – –
BWM
2044
Bullock Wealth Management
Indiana
$60.7K +$58.5K +443 New
BFP
2045
Birchwood Financial Partners
Minnesota
$59.1K -$41.5K -314 -42%
MDCM
2046
Morgan Dempsey Capital Management
Wisconsin
$55K – – –
CWM
2047
Copia Wealth Management
Oregon
$50.6K – – –
BAM
2048
Bellevue Asset Management
Washington
$49.1K +$132 +1 +0.3%
VC
2049
Vestor Capital
Illinois
$49K -$7.54M -57,071 -100%
PP
2050
PFS Partners
New Jersey
$46.5K – – –
80 81
82
83 84