IVW icon

iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
901
Solano Wealth Management
California
$691K – – –
RIM
902
Redwood Investment Management
Arizona
$691K +$227K +3,196 +53%
ICP
903
Interchange Capital Partners
Pennsylvania
$691K +$4.7K +66 +0.7%
ODIJL
904
One Day In July LLC
Vermont
$687K -$52K -730 -7%
LHC
905
Little House Capital
Massachusetts
$686K – – –
GLR
906
Great Lakes Retirement
Ohio
$682K – – –
RF
907
RHS Financial
California
$682K +$197K +2,774 +44%
EPW
908
Evergreen Private Wealth
Colorado
$681K +$645K +9,062 New
MCWS
909
McKinley Carter Wealth Services
West Virginia
$681K -$123K -1,731 -16%
KPWG
910
KFA Private Wealth Group
Virginia
$680K +$1.99K +28 +0.3%
TA
911
TFB Advisors
Kansas
$679K +$644K +9,044 New
JWM
912
JGP Wealth Management
Oregon
$677K -$1.57M -22,065 -71%
AIG
913
American International Group
New York
$676K +$641K +9,000 New
LWM
914
Lakeridge Wealth Management
Ohio
$675K +$640K +8,993 New
SWA
915
SOA Wealth Advisors
New York
$675K -$29.5K -415 -4%
MWM
916
Meridian Wealth Management
Kentucky
$669K -$395K -5,544 -38%
RMCM
917
Reynders McVeigh Capital Management
Massachusetts
$668K – – –
FWA
918
FSM Wealth Advisors
Ohio
$667K – – –
FA
919
FDx Advisors
Illinois
$664K -$783 -11 -0.1%
CAMG
920
CWA Asset Management Group
Florida
$661K -$55.2K -776 -8%
MA
921
Montag & Associates
Georgia
$661K – – –
BHWM
922
Bar Harbor Wealth Management
New Hampshire
$661K -$8.04K -113 -1%
BONH
923
Bank of New Hampshire
New Hampshire
$660K -$74.7K -1,049 -11%
RW
924
Regimen Wealth
Georgia
$659K +$11.3K +159 +2%
WWP
925
WR Wealth Planners
Missouri
$658K +$68.3K +959 +12%
35 36
37
38 39