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
LSA
426
L & S Advisors
California
$426K +$418K +11,872 New
HSA
427
HBK Sorce Advisory
Pennsylvania
$425K -$9.3K -264 -2%
ST
428
Sageworth Trust
Pennsylvania
$413K – – –
BBPWM
429
Blue Bell Private Wealth Management
Pennsylvania
$400K -$97.4K -2,764 -19%
AT
430
Arden Trust
Delaware
$400K -$10K -284 -2%
RC
431
RegentAtlantic Capital
New Jersey
$400K +$112K +3,180 +40%
CAG
432
Crestwood Advisors Group
Massachusetts
$398K -$15.5K -440 -4%
MSAM
433
Moloney Securities Asset Management
Missouri
$395K -$20K -568 -5%
SWA
434
Sutton Wealth Advisors
Florida
$392K – – –
BSW
435
Buckingham Strategic Wealth
Missouri
$391K +$53.1K +1,508 +16%
LNC
436
Lincoln National Corp
Pennsylvania
$390K +$384K +10,888 New
SMA
437
Simply Money Advisors
Ohio
$389K +$1.41K +40 +0.4%
NEIRG
438
New England Investment & Retirement Group
Massachusetts
$381K +$61.4K +1,744 +20%
PAG
439
Pinnacle Advisory Group
Maryland
$378K – – –
AFP
440
Ausdal Financial Partners
Iowa
$377K -$4.51K -128 -1%
SBH
441
Segall Bryant & Hamill
Illinois
$374K – – –
RSA
442
Robertson Stephens Advisors
California
$370K -$76.6K -2,176 -17%
CCM
443
Condor Capital Management
New Jersey
$370K -$2.96K -84 -0.8%
FWCM
444
Ferguson Wellman Capital Management
Oregon
$370K – – –
SPIA
445
Strategic Point Investment Advisors
Rhode Island
$357K +$124K +3,520 +54%
BCM
446
BTC Capital Management
Iowa
$344K – – –
MCM
447
Murphy Capital Management
New Jersey
$344K – – –
SWM
448
Stockman Wealth Management
Montana
$344K +$338K +9,600 New
BFG
449
Beacon Financial Group
Texas
$341K – – –
FANJ
450
Financial Architects (New Jersey)
New Jersey
$341K – – –
16 17
18
19 20