We are live on ! Find out more
IVW icon

iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFG
651
Elios Financial Group
Ohio
$2.42M +$2.34M +25,324 New
CIA
652
Choate Investment Advisors
Massachusetts
$2.38M -$923 -10 -0%
BCG
653
Breakwater Capital Group
New Jersey
$2.38M +$1.02K +11 +0%
OAS
654
Optivise Advisory Services
Tennessee
$2.36M +$77.4K +838 +4%
SPI
655
Sutton Place Investors
New York
$2.35M -$29K -314 -1%
RIS
656
Retirement Income Solutions
Michigan
$2.3M – – –
First Trust Advisors
657
First Trust Advisors
Illinois
$2.29M -$181K -1,959 -8%
EK
658
Evensky & Katz
Florida
$2.28M -$7.94K -86 -0.4%
MWA
659
Meridian Wealth Advisors
Texas
$2.28M +$3.05K +33 +0.1%
LA
660
Lane & Associates
New Jersey
$2.27M +$12K +130 +0.6%
GF
661
Gries Financial
Ohio
$2.25M -$852K -9,231 -28%
SIA
662
Schechter Investment Advisors
Michigan
$2.24M – – –
WFA
663
Woodward Financial Advisors
North Carolina
$2.24M – – –
BP
664
Ballentine Partners
Massachusetts
$2.22M +$107K +1,164 +5%
HSA
665
HBK Sorce Advisory
Pennsylvania
$2.21M +$739 +8 +0%
CWM
666
CCG Wealth Management
California
$2.18M -$15.1K -164 -0.7%
AA
667
Alesco Advisors
New York
$2.18M – – –
HIS
668
Harvest Investment Services
Illinois
$2.17M -$233K -2,519 -10%
CPA
669
Capital Performance Advisors
California
$2.16M -$47.9K -519 -2%
Bessemer Group
670
Bessemer Group
New Jersey
$2.16M – – –
QCG
671
Quadrant Capital Group
Ohio
$2.15M – – –
AF
672
Alerus Financial
North Dakota
$2.15M – – –
EWA
673
Emergent Wealth Advisors
New York
$2.11M +$1.37M +14,855 +207%
FFM
674
Forum Financial Management
Illinois
$2.11M -$5.82K -63 -0.3%
CWC
675
Carolinas Wealth Consulting
North Carolina
$2.1M +$50.5K +547 +3%