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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
2026
JPL Wealth Management
Colorado
$79.9K +$76.7K +581 New
CCM
2027
Chilton Capital Management
Texas
$79.2K – – –
GWM
2028
Gilpin Wealth Management
Colorado
$78.8K -$47.9K -363 -39%
HWM
2029
HighMark Wealth Management
Minnesota
$78.3K +$132 +1 +0.2%
MFS
2030
Montgomery Financial Services
Maryland
$78.1K +$75K +568 New
GK
2031
Graney & King
New York
$78K – – –
AIS
2032
Advocate Investing Services
Maryland
$75.5K +$42.3K +320 +140%
FLP
2033
Financial Life Planners
Arizona
$75.4K -$5.68K -43 -7%
SWA
2034
Strategic Wealth Advisors
Arizona
$75K – – –
AA
2035
Addison Advisors
Vermont
$75K -$153K -1,159 -68%
FFA
2036
Frazier Financial Advisors
Ohio
$74.9K -$91.9K -696 -56%
DRP
2037
Decker Retirement Planning
Utah
$74.5K +$71.6K +542 New
ATC
2038
Adirondack Trust Company
New York
$73.9K – – –
GCM
2039
Gunpowder Capital Management
Maryland
$73.7K – – –
CI
2040
Cordant Inc
Oregon
$72.2K +$69.3K +525 New
NAMP
2041
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$70.9K +$70.5K +534 New
AIC
2042
Archer Investment Corporation
Indiana
$70.7K +$13.7K +104 +25%
TWD
2043
True Wealth Design
Ohio
$68.9K – – –
AI
2044
Atomic Invest
New York
$67.4K -$2.11K -16 -3%
NFSG
2045
Newbridge Financial Services Group
Florida
$66.8K +$48.6K +368 +312%
NRG
2046
Nemes Rush Group
Michigan
$66.7K – – –
KA
2047
Kozak & Associates
Colorado
$66.1K -$3.17K -24 -5%
SWAG
2048
Spectrum Wealth Advisory Group
California
$64.1K +$61.5K +466 New
CWP
2049
Concord Wealth Partners
Virginia
$64.1K +$61.5K +466 New
BLC
2050
Brown, Lisle/Cummings
Rhode Island
$63.3K – – –
80 81
82
83 84