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
SFWA
876
Summit Financial Wealth Advisors
Louisiana
$540K – – –
CGFA
877
Colton Groome Financial Advisors
North Carolina
$539K -$8.14K -115 -1%
BWP
878
Balboa Wealth Partners
Arizona
$535K -$84.6K -1,195 -13%
WWP
879
WR Wealth Planners
Missouri
$534K +$530K +7,489 +2,377%
HWA
880
HHM Wealth Advisors
Tennessee
$531K -$10.2K -144 -2%
AIP
881
Almanack Investment Partners
Pennsylvania
$528K +$84.1K +1,189 +18%
TI
882
Trexquant Investment
Connecticut
$527K +$545K +7,697 New
SSB
883
Sandy Spring Bank
Maryland
$526K -$2.33K -33 -0.4%
HCM
884
HMS Capital Management
Tennessee
$521K -$39.6K -560 -7%
WWM
885
Windsor Wealth Management
Indiana
$520K – – –
AL
886
Aspiriant LLC
California
$518K +$67K +947 +14%
NAS
887
Nicolet Advisory Services
Wisconsin
$518K +$10.8K +152 +2%
LWANC
888
Laurel Wealth Advisors (North Carolina)
North Carolina
$517K -$1.42K -20 -0.3%
CMP
889
Courage Miller Partners
Virginia
$517K -$13.3K -188 -2%
DT
890
Diversified Trust
Tennessee
$517K -$29.9K -423 -5%
SIC
891
Salem Investment Counselors
North Carolina
$516K – – –
BFA
892
Beaumont Financial Advisors
Massachusetts
$515K – – –
TC
893
TAP Consulting
Missouri
$510K +$20.7K +292 +4%
LWCFA
894
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$504K +$303K +4,280 +141%
PBF
895
Petix & Botte Financial
California
$504K – – –
NCM
896
NCM Capital Management
New Jersey
$503K -$31.5K -445 -6%
WEG
897
World Equity Group
Illinois
$501K +$518K +7,324 New
AFG
898
Albion Financial Group
Utah
$499K -$946K -13,369 -65%
MM
899
Meridian Management
Arkansas
$498K – – –
FWM
900
FFT Wealth Management
Pennsylvania
$495K – – –
34 35
36
37 38