We are live on ! Find out more
IVW icon

iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Welch & Forbes
1026
Welch & Forbes
Massachusetts
$925K +$142K +1,421 +18%
Bogart Wealth LLC
1027
Bogart Wealth LLC
Virginia
$921K +$39K +391 +5%
Montag & Associates
1028
Montag & Associates
Georgia
$919K +$21.7K +218 +2%
LAS
1029
Lloyd Advisory Services
Georgia
$919K -$67.1K -673 -7%
SWA
1030
SOA Wealth Advisors
New York
$915K +$998 +10 +0.1%
BFG
1031
Beacon Financial Group
Texas
$914K -$41.3K -414 -4%
Fiduciary Trust
1032
Fiduciary Trust
Massachusetts
$910K +$29.9K +300 +3%
FWA
1033
FSM Wealth Advisors
Ohio
$910K – – –
RMCM
1034
Reynders McVeigh Capital Management
Massachusetts
$903K – – –
LSAG
1035
Lake Street Advisors Group
New Hampshire
$901K +$2.69K +27 +0.3%
AWM
1036
Angeles Wealth Management
California
$899K – – –
MCF Advisors
1037
MCF Advisors
Kentucky
$897K – – –
HT
1038
Headlands Technologies
Illinois
$895K +$854K +8,556 +3,329%
AFA
1039
American Financial Advisors
Georgia
$895K +$499 +5 +0.1%
AIA
1040
Arbor Investment Advisors
North Carolina
$895K – – –
FAM
1041
Forte Asset Management
New York
$888K – – –
WCF
1042
West Coast Financial
California
$887K – – –
CTA
1043
Chesley Taft & Associates
Illinois
$885K +$135K +1,352 +18%
NRC
1044
New Republic Capital
North Carolina
$884K +$51.4K +515 +6%
NAS
1045
Nicolet Advisory Services
Wisconsin
$880K -$37.8K -379 -4%
CHC
1046
City Holding Co
West Virginia
$878K +$10.9K +109 +1%
SageView Advisory Group
1047
SageView Advisory Group
California
$878K +$365K +3,658 +73%
PIA
1048
Pinion Investment Advisors
Kansas
$868K -$472K -4,727 -36%
MCWS
1049
McKinley Carter Wealth Services
West Virginia
$867K -$4.99K -50 -0.6%
WWP
1050
WR Wealth Planners
Missouri
$865K -$1.21M -12,088 -59%