IVW icon

iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
EPW
1126
Evergreen Private Wealth
Colorado
$843K +$18.3K +159 +2%
MWM
1127
Meridian Wealth Management
Kentucky
$843K -$21.9K -190 -3%
RF
1128
Rossby Financial
Florida
$843K +$17K +148 +2%
HCM
1129
Harvey Capital Management
Florida
$842K – – –
AC
1130
Annandale Capital
Texas
$839K – – –
AF
1131
Apollon Financial
South Carolina
$839K +$262K +2,282 +49%
WCG
1132
Weaver Consulting Group
California
$838K -$94.2K -819 -11%
VHAM
1133
Van Hulzen Asset Management
California
$835K -$48.2K -419 -6%
GI
1134
GAMMA Investing
California
$832K – – –
FFS
1135
Founders Financial Securities
Maryland
$828K -$32.1K -279 -4%
GWA
1136
Geometric Wealth Advisors
District of Columbia
$825K – – –
CA
1137
Claro Advisors
Massachusetts
$822K +$3.8K +33 +0.5%
STCOSD
1138
Sageworth Trust Company of South Dakota
South Dakota
$821K – – –
CWM
1139
Castle Wealth Management
Florida
$817K -$15.5K -135 -2%
OPW
1140
Oxler Private Wealth
New York
$815K +$690 +6 +0.1%
KIM
1141
Kestra Investment Management
Texas
$809K +$33.2K +289 +5%
FCB
1142
First County Bank
Connecticut
$805K -$4.83K -42 -0.6%
HA
1143
Huntleigh Advisors
Missouri
$796K -$10.4K -90 -1%
PMG
1144
ProVise Management Group
Florida
$795K -$30.1K -262 -4%
MMPW
1145
Mitchell McLeod Pugh & Williams
Alabama
$794K -$595K -5,174 -45%
GFM
1146
GEN Financial Management
Minnesota
$793K -$23.5K -204 -3%
BHWM
1147
Bar Harbor Wealth Management
New Hampshire
$790K -$18.2K -158 -2%
PNC
1148
Park National Corp
Ohio
$790K – – –
WIC
1149
Woodmont Investment Counsel
Tennessee
$789K – – –
TSS
1150
Two Sigma Securities
New York
$788K +$751K +6,528 New
44 45
46
47 48