IVW icon

iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
1051
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.07M – – –
PWA
1052
Pitcairn Wealth Advisors
Pennsylvania
$1.07M -$316K -2,625 -23%
OC
1053
Oakworth Capital
Alabama
$1.07M +$3.01K +25 +0.3%
CB
1054
CNB Bank
Pennsylvania
$1.06M – – –
IIC
1055
Ironwood Investment Counsel
Arizona
$1.06M -$7.22K -60 -0.6%
IA
1056
IFG Advisors
Missouri
$1.06M -$54.8K -456 -5%
GSWM
1057
Greenup Street Wealth Management
Michigan
$1.05M -$94.7K -787 -8%
SHA
1058
Seneca House Advisors
Virginia
$1.05M -$3.49K -29 -0.3%
PBF
1059
Petix & Botte Financial
California
$1.05M -$561K -4,667 -50%
KPWG
1060
KFA Private Wealth Group
Virginia
$1.05M +$23.6K +196 +2%
CWA
1061
Consilio Wealth Advisors
Washington
$1.05M -$3.01K -25 -0.3%
MA
1062
Montag & Associates
Georgia
$1.05M – – –
EWA
1063
Evolution Wealth Advisors
Florida
$1.05M -$126K -1,044 -10%
JWBC
1064
J.W. Burns & Co
New York
$1.05M -$16.1K -134 -1%
CGA
1065
Crescent Grove Advisors
Illinois
$1.05M – – –
MWA
1066
MN Wealth Advisors
Kansas
$1.04M +$29.2K +243 +3%
BF
1067
Blankinship & Foster
California
$1.04M -$121K -1,010 -10%
BIA
1068
Beacon Investment Advisors
Maryland
$1.04M – – –
PPA
1069
Pacific Point Advisors
California
$1.04M – – –
JSSH
1070
J. Safra Sarasin Holding
$1.03M – – –
RFP
1071
RCS Financial Planning
Maryland
$1.03M -$3.23M -26,823 -75%
VP
1072
Verum Partners
North Carolina
$1.03M +$722 +6 +0.1%
CWWM
1073
Curry Webb Wealth Management
Indiana
$1.03M -$111K -919 -9%
AWA
1074
Aaron Wealth Advisors
Illinois
$1.02M – – –
TF
1075
Tompkins Financial
New York
$1.02M -$152K -1,264 -12%
41 42
43
44 45