IVW icon

iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
801
NCM Capital Management
New Jersey
$470K -$128K -2,086 -22%
MWP
802
Madison Wealth Partners
Wisconsin
$467K +$14K +229 +3%
AFG
803
Albion Financial Group
Utah
$466K -$116K -1,900 -21%
MM
804
Meridian Management
Arkansas
$465K – – –
NB
805
NBT Bank
New York
$463K -$9.17K -150 -2%
VHAM
806
Van Hulzen Asset Management
California
$463K -$12.8K -209 -3%
JAG
807
Journey Advisory Group
Kentucky
$460K -$6.3K -103 -1%
OFS
808
OneAscent Financial Services
Alabama
$460K -$202K -3,311 -31%
PA
809
PFG Advisors
Arizona
$458K +$14.4K +236 +3%
TC
810
TAP Consulting
Missouri
$458K +$1.65K +27 +0.4%
VP
811
Verum Partners
North Carolina
$457K -$13.6K -223 -3%
IRAG
812
Investment Research & Advisory Group
Georgia
$456K – – –
PNC
813
Park National Corp
Ohio
$454K +$8.86K +145 +2%
MWM
814
Mascoma Wealth Management
New Hampshire
$454K +$17.9K +293 +4%
CLG
815
Cooperman Leon G
$453K -$986K -16,127 -69%
JGIA
816
Jackson Grant Investment Advisers
Connecticut
$451K +$11.7K +191 +3%
JFGIW
817
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$449K – – –
NP
818
NorthRock Partners
Minnesota
$449K -$56.8K -930 -12%
CFA
819
CWS Financial Advisors
Michigan
$448K +$51.7K +845 +14%
HCM
820
Harvey Capital Management
Florida
$447K – – –
VWA
821
V Wealth Advisors
Kansas
$446K – – –
AC
822
Annandale Capital
Texas
$444K +$425K +6,952 New
WG
823
Welch Group
Alabama
$443K +$6.3K +103 +2%
QCM
824
Quantinno Capital Management
New York
$441K -$5.75K -94 -1%
CTA
825
Chesley Taft & Associates
Illinois
$441K – – –
31 32
33
34 35