IVW icon

iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
951
Chesapeake Wealth Management
Virginia
$303K – – –
FB
952
Fulton Bank
Pennsylvania
$303K – – –
SFC
953
SYM Financial Corp
Indiana
$303K -$52.7K -862 -15%
WCM
954
Wealthcare Capital Management
Virginia
$302K – – –
ACA
955
Aptus Capital Advisors
Alabama
$301K +$288K +4,718 New
RMDI
956
R.M. Davis Inc
Maine
$301K – – –
RA
957
RFG Advisory
Alabama
$300K -$90.3K -1,478 -24%
GAG
958
GM Advisory Group
New York
$298K – – –
NMG
959
New Millennium Group
Utah
$297K – – –
SC
960
Schoolcraft Capital
Colorado
$296K – – –
CPSAC
961
Chas P. Smith & Associates (CPS)
Florida
$295K -$1.16K -19 -0.4%
CS
962
Credit Suisse
Switzerland
$295K +$281K +4,593 +27,018%
SGCA
963
Steel Grove Capital Advisors
Tennessee
$294K +$281K +4,604 New
GEA
964
Glen Eagle Advisors
New Jersey
$294K +$1.65K +27 +0.6%
LWM
965
LJI Wealth Management
Indiana
$292K +$367 +6 +0.1%
GKWIM
966
Gerber Kawasaki Wealth & Investment Management
California
$291K – – –
SSW
967
Stone Summit Wealth
Florida
$289K – – –
Chevy Chase Trust
968
Chevy Chase Trust
Maryland
$289K +$21.4K +350 +8%
AAP
969
Arax Advisory Partners
Colorado
$288K +$306 +5 +0.1%
TL
970
Tradewinds LLC
North Carolina
$287K +$275K +4,495 New
SWA
971
SFMG Wealth Advisors
Texas
$287K – – –
USCWA
972
U.S. Capital Wealth Advisors
Texas
$286K – – –
WLPWM
973
Walled Lake Planning & Wealth Management
Illinois
$285K -$7.52K -123 -3%
OCFG
974
O'Connor Financial Group
Illinois
$285K +$273K +4,464 New
RA
975
Ruggaard & Associates
Ohio
$283K +$271K +4,437 New