IVW icon

iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
651
Ferris Capital
Massachusetts
$949K – – –
CAM
652
Concorde Asset Management
Michigan
$944K +$432K +5,752 +87%
AWA
653
Alta Wealth Advisors
Massachusetts
$943K -$203K -2,700 -18%
PCS
654
Personal CFO Solutions
New Jersey
$940K -$404K -5,378 -30%
FCH
655
Freestone Capital Holdings
Washington
$937K – – –
TPWA
656
TRUE Private Wealth Advisors
Oregon
$936K -$516K -6,875 -34%
IAN
657
Integrated Advisors Network
Texas
$927K -$146K -1,945 -14%
CB
658
Community Bank
New York
$926K -$59K -786 -6%
CWM
659
Congress Wealth Management
Massachusetts
$919K -$105K -1,402 -10%
MPM
660
Meritage Portfolio Management
Kansas
$914K – – –
FPW
661
Flagship Private Wealth
Massachusetts
$905K -$175K -2,325 -16%
TI
662
Truepoint Inc
Ohio
$905K – – –
LF
663
LifeSteps Financial
California
$899K – – –
FWM
664
Focused Wealth Management
New York
$890K – – –
APW
665
Aurora Private Wealth
New Jersey
$889K -$22.8K -303 -3%
FNT
666
First Nebraska Trust
Nebraska
$889K -$13.9K -185 -2%
TYCC
667
Texas Yale Capital Corp
Florida
$886K – – –
BCM
668
Brasada Capital Management
Texas
$884K – – –
TSWM
669
Tyler-Stone Wealth Management
Ohio
$884K – – –
PSF
670
Pacific Sun Financial
California
$882K +$22.5K +300 +3%
BS
671
Boenning & Scattergood
Pennsylvania
$882K +$30.1K +400 +4%
AA
672
Argent Advisors
Louisiana
$881K -$410K -5,457 -32%
MA
673
MONECO Advisors
Connecticut
$873K +$902 +12 +0.1%
FA
674
Fountainhead AM
New Jersey
$872K +$1.43K +19 +0.2%
SC
675
Scotia Capital
Ontario, Canada
$869K -$2.96M -39,386 -78%
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