IVW icon

iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
OSAM
801
O'Shaughnessy Asset Management
Connecticut
$1.66M +$333K +3,333 +26%
SWM
802
Sendero Wealth Management
Texas
$1.65M +$393K +3,936 +32%
FNT
803
First National Trust
Pennsylvania
$1.65M -$1.3K -13 -0.1%
QCM
804
QRG Capital Management
Illinois
$1.65M +$293K +2,940 +22%
PB
805
Pinnacle Bancorp
Nebraska
$1.64M -$16.1K -161 -1%
AWM
806
Axxcess Wealth Management
California
$1.64M +$517K +5,181 +47%
WEG
807
World Equity Group
Illinois
$1.63M +$249K +2,494 +18%
WPC
808
White Pine Capital
Minnesota
$1.63M -$14.5K -145 -0.9%
FLPIM
809
F.L. Putnam Investment Management
Massachusetts
$1.62M -$80.3K -805 -5%
VVP
810
Venture Visionary Partners
Ohio
$1.61M +$37K +371 +2%
DWMS
811
Dominguez Wealth Management Solutions
Virginia
$1.6M +$42.2K +423 +3%
GWM
812
GSB Wealth Management
Connecticut
$1.6M -$59.4K -595 -4%
ACI
813
Alpha Cubed Investments
California
$1.59M +$7.98K +80 +0.5%
CTC
814
Central Trust Company
Missouri
$1.58M -$62.3K -624 -4%
SW
815
SlateStone Wealth
Florida
$1.58M -$65.8K -660 -4%
LA
816
Legacy Advisors
Pennsylvania
$1.58M – – –
RW
817
REDW Wealth
New Mexico
$1.58M – – –
S
818
SignatureFD
Georgia
$1.56M +$89.1K +893 +6%
AEPWM
819
Atlantic Edge Private Wealth Management
Florida
$1.56M – – –
FA
820
Fiducient Advisors
Illinois
$1.55M -$34.6K -347 -2%
CA
821
Cornerstone Advisory
Maryland
$1.54M +$1.2K +12 +0.1%
WCM
822
WealthTrak Capital Management
Virginia
$1.53M +$1.51M +15,097 New
IWA
823
Inspirion Wealth Advisors
Illinois
$1.53M -$1.8K -18 -0.1%
CAM
824
Clarity Asset Management
Iowa
$1.53M -$36.5K -366 -2%
RFA
825
Resurgent Financial Advisors
Georgia
$1.52M -$147K -1,476 -9%
31 32
33
34 35