IVW icon

iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
FDCDDQ
601
Federation des caisses Desjardins du Quebec
Quebec, Canada
$670K -$44.1K -780 -6%
TYCC
602
Texas Yale Capital Corp
Florida
$670K – – –
PA
603
Pinnacle Associates
New York
$669K +$11.5K +204 +2%
DI
604
Disciplined Investments
Oklahoma
$666K -$50.5K -892 -7%
9WM
605
9258 Wealth Management
Ohio
$666K +$2.01M +35,568 +300%
HSA
606
HBK Sorce Advisory
Pennsylvania
$664K -$465K -8,220 -42%
LF
607
LifeSteps Financial
California
$664K – – –
MWM
608
McNaughton Wealth Management
California
$657K -$78.1K -1,380 -11%
FIB
609
First Interstate Bank
Montana
$653K – – –
PWA
610
Providence Wealth Advisors
Illinois
$653K – – –
MMHP
611
Murphy Middleton Hinkle & Parker
Georgia
$650K +$679 +12 +0.1%
BCP
612
Blue Chip Partners
Michigan
$640K +$39.2K +692 +7%
BOPW
613
Brandywine Oak Private Wealth
Pennsylvania
$636K – – –
WI
614
Wintrust Investments
Illinois
$633K +$36.5K +644 +6%
WWM
615
Windsor Wealth Management
Indiana
$633K +$1.84M +32,532 +300%
SWA
616
Sutton Wealth Advisors
Florida
$631K – – –
IAN
617
Integrated Advisors Network
Texas
$625K -$203K -3,588 -25%
AIA
618
Arbor Investment Advisors
North Carolina
$625K -$16.1K -284 -3%
CIA
619
Capital Investment Advisors
Georgia
$623K +$20.6K +364 +3%
VWA
620
Visionary Wealth Advisors
Illinois
$620K +$607K +10,728 New
LTI
621
Laffer Tengler Investments
Tennessee
$618K – – –
RPC
622
Rossmore Private Capital
Connecticut
$617K – – –
FT
623
Fiduciary Trust
Massachusetts
$615K +$271K +4,788 +82%
WCG
624
Weaver Consulting Group
California
$613K +$7.7K +136 +1%
WSTAM
625
Wilbanks Smith & Thomas Asset Management
Virginia
$610K – – –
23 24
25
26 27