IVW icon

iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
626
Corundum Group
Colorado
$608K +$204K +3,600 +52%
AWA
627
Arkadios Wealth Advisors
Georgia
$607K +$13.8K +244 +2%
OC
628
Oakworth Capital
Alabama
$603K – – –
TWP
629
TFO Wealth Partners
Ohio
$602K -$14K -248 -2%
FCA
630
FinTrust Capital Advisors
South Carolina
$602K +$27.2K +480 +5%
FCH
631
Freestone Capital Holdings
Washington
$599K – – –
CCM
632
Condor Capital Management
New Jersey
$594K -$69.1K -1,220 -11%
GCM
633
Gables Capital Management
Florida
$590K – – –
BBPWM
634
Blue Bell Private Wealth Management
Pennsylvania
$585K -$453 -8 -0%
SLWS
635
Swaine & Leidel Wealth Services
Florida
$583K -$363K -6,412 -39%
SWM
636
Stockman Wealth Management
Montana
$579K – – –
SPP
637
Single Point Partners
Massachusetts
$575K – – –
PS
638
Planned Solutions
California
$571K +$559K +9,884 New
ACA
639
Affinity Capital Advisors
California
$570K +$1.13K +20 +0.2%
CPO
640
Cerity Partners OCIO
New York
$569K -$2.72K -48 -0.5%
PAG
641
Pinnacle Advisory Group
Maryland
$569K – – –
DT
642
Diversified Trust
Tennessee
$569K +$226 +4 +0%
UBV
643
United Bank (Virginia)
Virginia
$566K – – –
BS
644
Boenning & Scattergood
Pennsylvania
$559K -$117K -2,064 -18%
RBFC
645
Roman Butler Fullerton & Co
Missouri
$556K -$40.5K -716 -7%
RC
646
RegentAtlantic Capital
New Jersey
$556K – – –
BCWM
647
Bartlett & Co Wealth Management
Ohio
$555K +$31.7K +560 +6%
BC
648
Bartlett & Co
Ohio
$555K +$31.7K +560 +6%
CMP
649
Courage Miller Partners
Virginia
$553K – – –
CANC
650
Culbertson A N & Co
Virginia
$551K – – –
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