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
VBFG
826
Vishria Bird Financial Group
Tennessee
$390K – – –
CWM
827
Chesapeake Wealth Management
Virginia
$386K -$26.1K -430 -7%
LHC
828
Little House Capital
Massachusetts
$384K -$24.3K -400 -6%
GSEP
829
Golden State Equity Partners
California
$384K +$365K +6,018 New
LJAC
830
L.J. Altfest & Co
New York
$383K – – –
RWA
831
Ropes Wealth Advisors
Massachusetts
$381K -$15.8K -260 -4%
EVM
832
Eaton Vance Management
Massachusetts
$379K +$360K +5,932 New
FPIS
833
Financial Planning & Information Services
Wisconsin
$378K – – –
PWP
834
Principle Wealth Partners
Connecticut
$372K – – –
GAM
835
Geier Asset Management
Maryland
$366K +$350K +5,774 New
MC
836
Middleton & Co
Massachusetts
$365K -$794K -13,090 -70%
SFG
837
SNS Financial Group
Minnesota
$364K – – –
RIA
838
Realta Investment Advisors
Delaware
$363K -$4.67K -77 -1%
BC
839
Brio Consultants
California
$362K +$667 +11 +0.2%
MI
840
Moneywise Inc
Virginia
$361K +$788 +13 +0.2%
RG
841
Rikoon Group
New Mexico
$360K +$788 +13 +0.2%
PWPS
842
Pinnacle Wealth Planning Services
Ohio
$359K +$124K +2,049 +57%
WCM
843
WealthBridge Capital Management
Ohio
$353K – – –
LB
844
Legacy Bridge
Iowa
$353K +$7.88K +130 +2%
SC
845
Steph & Co
Wisconsin
$351K – – –
PL
846
Parthenon LLC
Kentucky
$350K – – –
WA1
847
Wimmer Associates 1
California
$345K – – –
EB
848
Eastern Bank
Massachusetts
$344K – – –
RFWA
849
RPg Family Wealth Advisory
Massachusetts
$343K -$135K -2,224 -29%
PAM
850
Palisade Asset Management
Minnesota
$342K – – –
32 33
34
35 36