We are live on ! Find out more
IVW icon

iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
226
Blue Bell Private Wealth Management
Pennsylvania
$499K -$44.8K -1,900 -9%
SIC
227
Sigma Investment Counselors
Michigan
$499K -$25K -1,060 -5%
ST
228
Sageworth Trust
Pennsylvania
$495K +$473K +20,068 New
HCM
229
Hollencrest Capital Management
California
$493K +$471K +19,980 New
DIS
230
Diversified Investment Strategies
Louisiana
$484K – – –
ICAS
231
Investors Capital Advisory Services
Massachusetts
$477K – – –
MHS
232
M Holdings Securities
Oregon
$470K +$449K +19,056 New
CWM
233
Concert Wealth Management
California
$461K +$38.3K +1,624 +10%
NAM
234
North American Management
Massachusetts
$454K – – –
KT
235
Kanaly Trust
Texas
$434K +$414K +17,572 New
GIM
236
Goelzer Investment Management
Indiana
$432K – – –
NEPWA
237
New England Private Wealth Advisors
Massachusetts
$431K +$412K +17,472 New
TWM
238
Torch Wealth Management
Ohio
$430K +$411K +17,420 New
SWM
239
SVA Wealth Management
Wisconsin
$427K +$408K +17,316 New
BAM
240
Berkshire Asset Management
Pennsylvania
$426K -$21.2K -900 -5%
PGA
241
Portland Global Advisors
Maine
$415K -$42.4K -1,800 -10%
OCG
242
Opus Capital Group
Ohio
$413K – – –
BOK
243
Bank of Kentucky
Kentucky
$403K -$106K -4,500 -22%
TIA
244
Tiemann Investment Advisors
California
$396K +$379K +16,060 New
CCT
245
Capital City Trust
Florida
$386K – – –
CCM
246
Condor Capital Management
New Jersey
$367K -$1.98K -84 -0.6%
CAM
247
Cubic Asset Management
Massachusetts
$365K +$42.4K +1,800 +14%
EIM
248
Emerson Investment Management
Massachusetts
$359K – – –
MCTIC
249
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$355K – – –
CWM
250
Cabot Wealth Management
Massachusetts
$352K -$228K -9,680 -40%
8 9
10
11 12