IVW icon

iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
T
1001
Tidemark
California
$723K -$64.2K -745 -9%
ACIM
1002
Azimuth Capital Investment Management
Michigan
$721K -$11K -128 -2%
ST
1003
Sageworth Trust
Pennsylvania
$718K – – –
BHWM
1004
Bar Harbor Wealth Management
New Hampshire
$715K -$30.8K -357 -4%
APW
1005
Aurora Private Wealth
New Jersey
$710K -$12.8K -149 -2%
MCM
1006
Mattern Capital Management
Colorado
$705K -$46.6K -541 -7%
HCM
1007
HMS Capital Management
Tennessee
$704K – – –
SFWA
1008
Summit Financial Wealth Advisors
Louisiana
$704K – – –
PWH
1009
Priebe Wealth Holdings
Minnesota
$698K -$4.4K -51 -0.7%
Neuberger Berman Group
1010
Neuberger Berman Group
New York
$695K +$20.8K +241 +3%
OP
1011
ORG Partners
Indiana
$693K +$640K +7,427 New
WEG
1012
World Equity Group
Illinois
$690K -$468K -5,430 -42%
TWP
1013
TFO Wealth Partners
Ohio
$690K -$34.4K -399 -5%
WI
1014
Wintrust Investments
Illinois
$688K -$150K -1,742 -19%
DT
1015
Diversified Trust
Tennessee
$688K -$9.91K -115 -2%
SC
1016
Scotia Capital
Ontario, Canada
$687K -$200K -2,324 -24%
SCTC
1017
Sanibel Captiva Trust Company
Florida
$684K – – –
CANC
1018
Culbertson A N & Co
Virginia
$682K -$136K -1,573 -18%
CTA
1019
Chesley Taft & Associates
Illinois
$681K – – –
GLR
1020
Great Lakes Retirement
Ohio
$680K – – –
FFS
1021
Founders Financial Securities
Maryland
$679K +$82.2K +954 +15%
LWANC
1022
Laurel Wealth Advisors (North Carolina)
North Carolina
$677K -$16.2K -188 -3%
CWM
1023
Castle Wealth Management
Florida
$677K – – –
AFG
1024
Albion Financial Group
Utah
$676K -$8.79K -102 -1%
BCM
1025
BluePointe Capital Management
California
$675K – – –