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
CW
676
CreativeOne Wealth
Kansas
$860K -$649K -8,639 -43%
KW
677
KWB Wealth
California
$855K – – –
CFD
678
Creative Financial Designs
Indiana
$853K +$31.7K +422 +4%
WWM
679
Windsor Wealth Management
Indiana
$852K -$1.46M -19,456 -63%
SHA
680
Seneca House Advisors
Virginia
$852K +$150 +2 +0%
FWCM
681
Ferguson Wellman Capital Management
Oregon
$852K +$6.91K +92 +0.8%
LSAG
682
Lake Street Advisors Group
New Hampshire
$846K +$832K +11,080 New
CPIG
683
Chicago Partners Investment Group
Illinois
$843K +$63.8K +849 +7%
SPIA
684
Strategic Point Investment Advisors
Rhode Island
$841K -$6.01K -80 -0.7%
DIA
685
Dana Investment Advisors
Wisconsin
$840K -$23.1K -307 -3%
TWM
686
Tradition Wealth Management
Minnesota
$840K +$301 +4 +0%
IIC
687
Integrated Investment Consultants
Michigan
$833K -$377K -5,019 -32%
FT
688
Fiduciary Trust
Massachusetts
$826K -$143K -1,900 -15%
AIA
689
Arbor Investment Advisors
North Carolina
$826K – – –
ACM
690
Azimuth Capital Management
Michigan
$823K -$27.1K -361 -3%
PP
691
Prosperity Planning
Missouri
$819K – – –
FFS
692
Founders Financial Securities
Maryland
$819K +$72.3K +962 +10%
JWBC
693
J.W. Burns & Co
New York
$817K -$1.88K -25 -0.2%
PFBT
694
Parkside Financial Bank & Trust
Missouri
$816K -$10.5K -140 -1%
CWM
695
C2C Wealth Management
Arizona
$816K +$75 +1 +0%
FA
696
Fiducient Advisors
Illinois
$811K +$1.28K +17 +0.2%
SWM
697
Stockman Wealth Management
Montana
$808K – – –
MA
698
MKT Advisors
California
$806K -$3.76K -50 -0.4%
JAG
699
Journey Advisory Group
Kentucky
$805K – – –
KWM
700
Kingsview Wealth Management
Oregon
$804K +$167K +2,220 +27%
26 27
28
29 30