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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
BGAI
2026
Bruce G. Allen Investments
Colorado
$9.5K +$10.1K +84 New
MBFW
2027
Morton Brown Family Wealth
Pennsylvania
$9.28K – – –
UFPG
2028
United Financial Planning Group
New York
$9.28K – – –
AW
2029
Ankerstar Wealth
Texas
$9.16K – – –
FGAM
2030
Financial Gravity Asset Management
Texas
$9.16K – – –
CJ
2031
Caitlin John
Michigan
$8.71K – – –
GWM
2032
Grand Wealth Management
Michigan
$8.56K -$1.68K -14 -16%
HHGA
2033
Halbert Hargrove Global Advisors
California
$8.13K +$120 +1 +1%
PAG
2034
Paladin Advisory Group
Iowa
$7.35K – – –
MWA
2035
Medallion Wealth Advisors
Connecticut
$7.24K -$722 -6 -9%
CFG
2036
Chapman Financial Group
Hawaii
$6.67K – – –
RF
2037
Robinswood Financial
Washington
$6.46K +$4.93K +41 +256%
CPL
2038
Capital & Planning LLC
Georgia
$6.3K +$6.74K +56 New
HIC
2039
Hamrick Investment Counsel
Washington
$5.66K – – –
MDA
2040
Minot DeBlois Advisors
Massachusetts
$5.66K – – –
BNA
2041
BankChampaign National Association
Illinois
$5.54K -$36.2K -301 -86%
WB
2042
Webster Bank
Connecticut
$5.54K – – –
CCC
2043
Chelsea Counsel Company
California
$5.2K – – –
SAP
2044
Strategic Advisory Partners
North Carolina
$4.98K +$5.29K +44 New
HWP
2045
Highline Wealth Partners
California
$3.73K – – –
DFA
2046
DHJJ Financial Advisors
Illinois
$3.17K – – –
ETS
2047
ESL Trust Services
New York
$2.94K – – –
TSMHT
2048
Thurston Springer Miller Herd & Titak
Indiana
$2.38K -$72.2K -600 -97%
MIM
2049
Marshall Investment Management
Colorado
$2.26K +$2.4K +20 New
VNA
2050
Valley National Advisers
Pennsylvania
$2K – – –
80 81
82
83 84