We are live on ! Find out more
IVW icon

iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
676
Advisory Alpha
Michigan
$677K -$344K -5,670 -35%
HIA
677
Harbor Investment Advisory
Maryland
$676K -$169K -2,784 -21%
WSTAM
678
Wilbanks Smith & Thomas Asset Management
Virginia
$676K +$1.94K +32 +0.3%
CG
679
Corundum Group
Colorado
$672K – – –
OC
680
Oakworth Capital
Alabama
$665K -$1.21K -20 -0.2%
RC
681
RegentAtlantic Capital
New Jersey
$665K +$48.5K +800 +8%
BFA
682
Beaumont Financial Advisors
Massachusetts
$654K +$105K +1,724 +20%
VR
683
Viridian RIA
Washington
$652K -$131K -2,155 -17%
TWM
684
Tradition Wealth Management
Minnesota
$652K +$619K +10,213 New
FCA
685
FinTrust Capital Advisors
South Carolina
$650K -$14.3K -236 -2%
SWA
686
Sutton Wealth Advisors
Florida
$645K -$49.5K -816 -7%
BBPWM
687
Blue Bell Private Wealth Management
Pennsylvania
$640K -$658K -10,850 -51%
SWM
688
Stockman Wealth Management
Montana
$639K – – –
SPP
689
Single Point Partners
Massachusetts
$633K -$1.46K -24 -0.2%
PS
690
Planned Solutions
California
$631K – – –
DT
691
Diversified Trust
Tennessee
$629K +$424 +7 +0.1%
SQA
692
Simon Quick Advisors
New Jersey
$629K +$225K +3,713 +60%
LL
693
LPWM LLC
Minnesota
$627K +$137K +2,257 +30%
UBV
694
United Bank (Virginia)
Virginia
$625K – – –
SWA
695
Sax Wealth Advisors
New Jersey
$622K +$591K +9,744 New
FEM
696
Fulcrum Equity Management
Texas
$620K +$121K +2,003 +26%
CPO
697
Cerity Partners OCIO
New York
$618K -$9.03K -149 -2%
LC
698
Lindbrook Capital
California
$616K -$204K -3,372 -26%
WAP
699
Wealthcare Advisory Partners
Pennsylvania
$616K +$25.3K +417 +5%
RBFC
700
Roman Butler Fullerton & Co
Missouri
$615K +$667 +11 +0.1%
26 27
28
29 30