IVW icon

iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
801
Focused Wealth Management
New York
$879K +$71 +1 +0%
CFG
802
Clayton Financial Group
Missouri
$877K +$832K +11,684 New
FNT
803
First Nebraska Trust
Nebraska
$874K – – –
MLL
804
Moody Lynn & Lieberson
Massachusetts
$873K – – –
TYCC
805
Texas Yale Capital Corp
Florida
$871K – – –
SWM
806
SeaCrest Wealth Management
New York
$868K -$60.9K -855 -7%
CWM
807
Congress Wealth Management
Massachusetts
$865K +$393K +5,520 +92%
ATFA
808
All Terrain Financial Advisors
Minnesota
$864K – – –
SVWAG
809
Sound View Wealth Advisors Group
Georgia
$864K -$99.4K -1,396 -11%
TTWM
810
TCV Trust & Wealth Management
Virginia
$861K – – –
MMHP
811
Murphy Middleton Hinkle & Parker
Georgia
$860K +$2.06K +29 +0.3%
FPW
812
Flagship Private Wealth
Massachusetts
$858K -$14.7K -206 -2%
FCA
813
FinTrust Capital Advisors
South Carolina
$854K +$427 +6 +0.1%
GWMR
814
GC Wealth Management RIA
Massachusetts
$852K +$807K +11,340 New
BCM
815
Brasada Capital Management
Texas
$846K – – –
FFA
816
First Foundation Advisors
California
$846K +$16.9K +238 +2%
PIA
817
Perennial Investment Advisors
California
$845K +$18.7K +263 +2%
GPFA
818
Game Plan Financial Advisors
Ohio
$845K +$801K +11,246 New
MCM
819
MidAtlantic Capital Management
Virginia
$842K +$798K +11,208 New
CWM
820
C2C Wealth Management
Arizona
$841K +$142 +2 +0%
JFA
821
JNBA Financial Advisors
Minnesota
$840K -$62.8K -882 -7%
BFA
822
Beacon Financial Advisory
Ohio
$839K -$19.7K -277 -2%
MA
823
MCF Advisors
Kentucky
$838K +$63.6K +894 +9%
SAG
824
SageView Advisory Group
California
$829K +$395K +5,546 +112%
SHA
825
Seneca House Advisors
Virginia
$828K +$356 +5 +0%
31 32
33
34 35