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
TGAM
851
TBH Global Asset Management
Tennessee
$236K – – –
LRIA
852
Leonard Rickey Investment Advisors
Washington
$234K -$72.9K -1,288 -24%
EWM
853
Empirical Wealth Management
Washington
$233K +$228K +4,036 New
FNBOO
854
First National Bank of Omaha
Nebraska
$231K -$24.9K -440 -10%
JFGIW
855
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$231K – – –
MMG
856
Monetary Management Group
Missouri
$231K – – –
FI
857
Financial Insights
Washington
$229K -$93.7K -1,656 -29%
1W
858
1776 Wealth
Georgia
$229K – – –
GJIC
859
Gamble Jones Investment Counsel
California
$229K – – –
FANJ
860
Financial Architects (New Jersey)
New Jersey
$228K -$37.4K -660 -14%
ZF
861
Zhang Financial
Michigan
$228K +$223K +3,944 New
KCM
862
Karp Capital Management
California
$227K -$70.2K -1,240 -24%
PGA
863
Portland Global Advisors
Maine
$227K – – –
EP
864
Edgestream Partners
New Jersey
$223K -$2.1M -37,072 -91%
TPW
865
TL Private Wealth
Texas
$223K +$207K +3,652 New
HFA
866
Hoover Financial Advisors
Pennsylvania
$222K +$226 +4 +0.1%
RVPG
867
Relative Value Partners Group
$222K +$217K +3,836 New
MAS
868
Managed Account Services
Florida
$222K +$635K +11,220 +300%
HCMT
869
Highland Capital Management (Tennessee)
Tennessee
$221K +$216K +3,820 New
WJWM
870
Williams Jones Wealth Management
New York
$221K +$216K +3,820 New
CCB
871
Cutter & Co Brokerage
Missouri
$221K +$217K +3,828 New
AWA
872
Arete Wealth Advisors
Illinois
$220K -$524K -9,252 -71%
BIC
873
Beach Investment Counsel
Pennsylvania
$217K -$100K -1,772 -32%
IAA
874
Independent Advisor Alliance
North Carolina
$215K +$495K +8,748 +135%
TIM
875
Tortoise Investment Management
New York
$214K – – –
33 34
35
36 37