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
MBT
551
Montecito Bank & Trust
California
$999K – – –
WAM
552
Wallington Asset Management
Indiana
$993K – – –
OPWM
553
Oxinas Partners Wealth Management
Indiana
$989K -$5.49K -83 -0.5%
AT
554
American Trust
Kentucky
$988K +$54.3K +821 +5%
VVP
555
Venture Visionary Partners
Ohio
$986K +$331 +5 +0%
HIM
556
Hotaling Investment Management
Pennsylvania
$985K – – –
MGWM
557
Marks Group Wealth Management
Minnesota
$979K +$2.18K +33 +0.2%
FWM
558
Frontier Wealth Management
Missouri
$978K -$78.4K -1,185 -7%
HCMG
559
Howard Capital Management Group
California
$967K -$145K -2,194 -12%
CAG
560
Crestwood Advisors Group
Massachusetts
$967K -$4.96K -75 -0.5%
CIR
561
Clear Investment Research
Georgia
$964K +$93.5K +1,413 +10%
GMA
562
Goldstein Munger & Associates
California
$961K – – –
KIG
563
Kessler Investment Group
Indiana
$955K -$230K -3,477 -18%
PWPS
564
Pinnacle Wealth Planning Services
Ohio
$953K -$525K -7,926 -33%
DAS
565
Dynamic Advisor Solutions
Arizona
$948K -$165K -2,496 -14%
BAG
566
Briggs Advisory Group
Rhode Island
$948K – – –
CPIG
567
Chicago Partners Investment Group
Illinois
$943K +$17.9K +270 +2%
SIAM
568
Sterling Investment Advisors (Missouri)
Missouri
$942K -$8.21K -124 -0.8%
CWP
569
Curated Wealth Partners
California
$941K -$563K -8,500 -35%
BFM
570
Boston Financial Management
Massachusetts
$939K -$9.93K -150 -1%
LA
571
Legacy Advisors
Pennsylvania
$939K – – –
RW
572
REDW Wealth
New Mexico
$938K -$13.5K -204 -1%
PMG
573
ProVise Management Group
Florida
$938K -$11.9K -180 -1%
BFAG
574
Blackston Financial Advisory Group
Florida
$926K -$115K -1,743 -11%
EWA
575
Exencial Wealth Advisors
Oklahoma
$926K +$699K +10,569 +221%
21 22
23
24 25