We are live on ! Find out more
IVW icon

iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
651
Cooper Financial Group
California
$547K – – –
FIM
652
Fernwood Investment Management
Massachusetts
$546K -$105K -1,848 -16%
CB
653
CNB Bank
Pennsylvania
$543K – – –
FWCM
654
Ferguson Wellman Capital Management
Oregon
$542K – – –
GEA
655
Glen Eagle Advisors
New Jersey
$542K -$32.1K -568 -6%
JIC
656
Joel Isaacson & Co
New York
$538K +$67.2K +1,188 +15%
WAP
657
Wealthcare Advisory Partners
Pennsylvania
$533K +$108K +1,904 +26%
CT
658
Cambridge Trust
Massachusetts
$532K +$65.9K +1,164 +14%
AFG
659
Albion Financial Group
Utah
$531K – – –
CFD
660
Creative Financial Designs
Indiana
$527K -$146K -2,584 -22%
RMCM
661
Reynders McVeigh Capital Management
Massachusetts
$525K -$38.7K -684 -7%
EIA
662
Eldridge Investment Advisors
New Hampshire
$524K – – –
FFS
663
Founders Financial Securities
Maryland
$522K -$79.5K -1,404 -13%
SWM
664
SVA Wealth Management
Wisconsin
$522K +$246K +4,344 +92%
MCM
665
Mengis Capital Management
Oregon
$521K -$15.6K -276 -3%
VHAM
666
Van Hulzen Asset Management
California
$521K -$10.4K -184 -2%
KFA
667
Kelleher Financial Advisors
New York
$519K – – –
SDWMA
668
Schneider Downs Wealth Management Advisors
Pennsylvania
$517K – – –
APW
669
Aurora Private Wealth
New Jersey
$516K -$12.9K -228 -2%
HCM
670
Hollencrest Capital Management
California
$516K – – –
ST
671
Sageworth Trust
Pennsylvania
$515K -$10.9K -192 -2%
FCB
672
First Command Bank
Texas
$515K – – –
FCFS
673
First Command Financial Services
Texas
$515K – – –
Wealth Enhancement Advisory Services
674
Wealth Enhancement Advisory Services
Minnesota
$505K +$93.5K +1,652 +25%
CA
675
Claro Advisors
Massachusetts
$496K -$18.1K -320 -4%