We are live on ! Find out more
IVW icon

iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
76
Kestra Advisory Services
Texas
$58.9M -$2.42M -23,986 -4%
APW
77
Austin Private Wealth
Texas
$58.1M +$4.39M +43,588 +7%
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$56.3M +$1.03M +10,178 +2%
SWM
79
SilverOak Wealth Management
Minnesota
$53.9M +$354K +3,513 +0.6%
Kovitz Investment Group Partners
80
Kovitz Investment Group Partners
Illinois
$53.9M +$852K +8,449 +1%
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$53.7M -$1.98M -19,681 -3%
SCM
82
SCS Capital Management
Massachusetts
$53.1M +$657K +6,514 +1%
WWG
83
West Wealth Group
California
$50.8M +$827K +8,204 +2%
AF
84
Allworth Financial
California
$50.4M -$761K -7,546 -1%
SPIA
85
Steward Partners Investment Advisory
New York
$49.1M +$3.04M +30,171 +6%
IWC
86
Integrated Wealth Concepts
Massachusetts
$48.8M -$4.87M -48,258 -8%
NSIM
87
North Star Investment Management
Illinois
$48.5M +$41.1K +408 +0.1%
WANY
88
Wealthspire Advisors (New York)
New York
$47.6M +$33.5M +332,766 +184%
Corient Private Wealth
89
Corient Private Wealth
Florida
$47.3M +$24.3M +240,602 +89%
PA
90
Probity Advisors
Texas
$46.5M +$136K +1,348 +0.3%
OIA
91
OneDigital Investment Advisors
Kansas
$45.9M -$5.91M -58,593 -11%
CW
92
CreativeOne Wealth
Kansas
$45.6M -$3.67M -36,416 -7%
CL
93
Choreo LLC
Illinois
$44.4M -$1.82M -18,064 -4%
AI
94
Atria Investments
North Carolina
$43M +$1.87M +18,564 +4%
CAPTRUST Financial Advisors
95
CAPTRUST Financial Advisors
North Carolina
$42.7M +$739K +7,335 +2%
PA
96
Parallel Advisors
California
$41.8M -$91.1K -904 -0.2%
1IA
97
1834 Investment Advisors
Wisconsin
$40.9M -$1.25M -12,401 -3%
IWA
98
Icon Wealth Advisors
Texas
$39.4M +$3.63M +35,970 +9%
SPC
99
Sigma Planning Corp
Michigan
$38.7M -$5.43M -53,824 -11%
Charles Schwab
100
Charles Schwab
California
$38.7M -$2.63M -26,066 -6%