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
FDCP
1026
Foster Dykema Cabot & Partners
Massachusetts
$671K – – –
VHAM
1027
Van Hulzen Asset Management
California
$671K +$25.9K +300 +4%
MWP
1028
Madison Wealth Partners
Wisconsin
$670K +$4.74K +55 +0.8%
HFA
1029
Hershey Financial Advisers
Pennsylvania
$669K +$623K +7,227 New
NCM
1030
NCM Capital Management
New Jersey
$666K – – –
EWA
1031
Emergent Wealth Advisors
New York
$665K +$223K +2,584 +56%
IRAG
1032
Investment Research & Advisory Group
Georgia
$660K – – –
BHIA
1033
Birch Hill Investment Advisors
Massachusetts
$660K +$615K +7,131 New
FCP
1034
Fidelis Capital Partners
Florida
$660K – – –
JGIA
1035
Jackson Grant Investment Advisers
Connecticut
$659K +$431 +5 +0.1%
EPW
1036
Evergreen Private Wealth
Colorado
$658K -$77.8K -902 -11%
HBW
1037
Hazlett, Burt & Watson
West Virginia
$656K +$134K +1,549 +28%
IPW
1038
Intergy Private Wealth
Colorado
$653K – – –
HWA
1039
HCR Wealth Advisors
California
$651K +$4.05K +47 +0.7%
SMA
1040
Seven Mile Advisory
New Jersey
$650K – – –
HCM
1041
Harvey Capital Management
Florida
$648K – – –
AC
1042
Annandale Capital
Texas
$643K – – –
CGFA
1043
Colton Groome Financial Advisors
North Carolina
$642K -$20.1K -233 -3%
HHWM
1044
Hiley Hunt Wealth Management
Nebraska
$640K -$17.3K -201 -3%
AFG
1045
Atomi Financial Group
New York
$638K -$73.8K -856 -11%
GWA
1046
Geometric Wealth Advisors
District of Columbia
$632K +$589K +6,832 New
STCOSD
1047
Sageworth Trust Company of South Dakota
South Dakota
$630K – – –
CL
1048
CIM LLC
New York
$629K -$41.9K -486 -7%
CA
1049
Continuum Advisory
Idaho
$625K -$145K -1,678 -20%
PCP
1050
Proficio Capital Partners
Massachusetts
$625K +$582K +6,756 New
40 41
42
43 44