IVW icon

iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
651
LifeSteps Financial
California
$734K – – –
SSB
652
Sandy Spring Bank
Maryland
$733K -$59.5K -982 -8%
IAN
653
Integrated Advisors Network
Texas
$733K +$40.4K +667 +6%
FRA
654
Front Row Advisors
California
$727K -$2.07M -34,188 -75%
KFS
655
Kaizen Financial Strategies
California
$724K +$688K +11,339 New
MMHP
656
Murphy Middleton Hinkle & Parker
Georgia
$723K +$5.09K +84 +0.7%
MWM
657
McNaughton Wealth Management
California
$716K -$8.91K -147 -1%
FCB
658
First Command Bank
Texas
$711K +$135K +2,221 +25%
FCFS
659
First Command Financial Services
Texas
$711K +$135K +2,221 +25%
FA
660
Fiducient Advisors
Illinois
$705K +$180K +2,969 +37%
BCP
661
Blue Chip Partners
Michigan
$703K -$3.21K -53 -0.5%
BOPW
662
Brandywine Oak Private Wealth
Pennsylvania
$702K – – –
VC
663
Vicus Capital
Pennsylvania
$693K -$58.1K -958 -8%
CIA
664
Capital Investment Advisors
Georgia
$693K +$4.43K +73 +0.7%
WWM
665
Windsor Wealth Management
Indiana
$692K -$1.97M -32,532 -75%
FCH
666
Freestone Capital Holdings
Washington
$690K +$27.1K +447 +4%
AIA
667
Arbor Investment Advisors
North Carolina
$690K – – –
LNC
668
Lincoln National Corp
Pennsylvania
$687K -$161K -2,652 -20%
JAG
669
Journey Advisory Group
Kentucky
$684K +$650K +10,724 New
RPC
670
Rossmore Private Capital
Connecticut
$682K – – –
WCG
671
Weaver Consulting Group
California
$682K +$4.85K +80 +0.8%
ACWM
672
Adams Chetwood Wealth Management
North Carolina
$682K +$648K +10,692 New
LTI
673
Laffer Tengler Investments
Tennessee
$680K – – –
KW
674
KWB Wealth
California
$679K +$645K +10,639 New
FC
675
Fusion Capital
South Carolina
$678K -$189K -3,124 -23%
25 26
27
28 29