IVW icon

iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
576
First Foundation Advisors
California
$3.11M +$1.66M +16,497 +97%
HWA
577
Hilltop Wealth Advisors
North Carolina
$3.11M -$394K -3,909 -10%
EL
578
EQ LLC
Washington
$3.1M +$352K +3,494 +12%
PA
579
Pinnacle Associates
New York
$3.09M +$113K +1,125 +3%
PCA
580
Pallas Capital Advisors
Massachusetts
$3.08M +$214K +2,125 +7%
KAS
581
KPP Advisory Services
Kentucky
$3.08M -$63.4K -629 -2%
BA
582
Bristlecone Advisors
Washington
$3.08M – – –
RFP
583
RCS Financial Planning
Maryland
$3.07M +$143K +1,414 +4%
GG
584
GenWealth Group
New Jersey
$3.06M -$26.4K -262 -0.8%
B
585
Barings
North Carolina
$3.05M -$1.86M -18,437 -36%
BIG
586
Brookwood Investment Group
Arizona
$3.03M +$3.29M +32,593 New
AWA
587
Arete Wealth Advisors
Illinois
$3.01M +$363K +3,602 +12%
AWP
588
Axis Wealth Partners
Rhode Island
$3M +$1.22M +12,094 +60%
VFA
589
Valeo Financial Advisors
Indiana
$3M +$19K +188 +0.6%
CRI
590
Commonwealth Retirement Investments
Virginia
$3M +$70.3K +697 +2%
FW
591
FullCircle Wealth
Texas
$2.99M +$172K +1,702 +6%
SWM
592
StoneCrest Wealth Management
Arizona
$2.98M +$11.2K +111 +0.3%
SCA
593
Southern Capital Advisors
Tennessee
$2.96M -$541K -5,367 -14%
SIS
594
Sound Income Strategies
Florida
$2.95M +$152K +1,512 +5%
BCMLT
595
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.95M -$310K -3,071 -9%
PTC
596
Private Trust Company
Ohio
$2.93M -$92K -913 -3%
DWA
597
Dorsey Wright & Associates
California
$2.9M -$87.6K -869 -3%
HCC
598
Hirtle Callaghan & Co
Pennsylvania
$2.89M -$182K -1,809 -5%
RL
599
Rogco LP
Oklahoma
$2.88M +$15.6K +155 +0.5%
RRA
600
Round Rock Advisors
Connecticut
$2.88M +$15.4K +153 +0.5%
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