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
TCA
751
Transcend Capital Advisors
New Jersey
$465K +$152K +2,350 +49%
CPFP
752
Clear Perspectives Financial Planning
Ohio
$463K -$64.6K -1,000 -12%
IIC
753
Ironwood Investment Counsel
Arizona
$463K +$259 +4 +0.1%
NP
754
NorthRock Partners
Minnesota
$463K +$33.1K +512 +8%
FDS
755
Freedom Day Solutions
Texas
$461K +$4.01K +62 +0.9%
WF
756
Welch & Forbes
Massachusetts
$460K -$12.9K -200 -3%
GP
757
Girard Partners
Pennsylvania
$457K -$29.7K -460 -6%
AP
758
Advisor Partners
California
$457K – – –
AAM
759
Augustine Asset Management
Florida
$456K +$15.8K +244 +4%
BBPWM
760
Blue Bell Private Wealth Management
Pennsylvania
$455K -$231K -3,580 -34%
GGS
761
Galvin Gaustad & Stein
Arizona
$455K -$147K -2,269 -25%
HCM
762
Harvey Capital Management
Florida
$455K – – –
MWA
763
Martel Wealth Advisors
Washington
$453K +$7.56K +117 +2%
WG
764
Welch Group
Alabama
$452K +$30K +464 +7%
VC
765
Veracity Capital
Georgia
$448K -$25K -387 -5%
DWM
766
Darwin Wealth Management
Florida
$447K +$65 +1 +0%
CCM
767
Covington Capital Management
California
$445K -$26.2K -405 -6%
ST
768
Sabal Trust
Florida
$444K – – –
JGIA
769
Jackson Grant Investment Advisers
Connecticut
$441K +$646 +10 +0.1%
MFW
770
Mosaic Family Wealth
Missouri
$439K +$5.62K +87 +1%
MC
771
Middleton & Co
Massachusetts
$438K +$64.6K +1,000 +17%
OPS
772
Orion Portfolio Solutions
Nebraska
$437K -$49.6K -767 -10%
CWP
773
Corepath Wealth Partners
Arizona
$437K -$26.8K -415 -6%
DIA
774
Dana Investment Advisors
Wisconsin
$436K -$55.9K -864 -11%
WA
775
WBH Advisory
Maryland
$432K -$3.88K -60 -0.9%
29 30
31
32 33