We are live on ! Find out more
IVW icon

iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
1151
Bar Harbor Wealth Management
New Hampshire
$623K -$37.9K -376 -5%
HA
1152
Huntleigh Advisors
Missouri
$622K -$5.44K -54 -0.8%
Vident Advisory
1153
Vident Advisory
Georgia
$618K – – –
CL
1154
CIM LLC
New York
$614K +$15.9K +158 +2%
OWMIAS
1155
One Wealth Management Investment & Advisory Services
Florida
$614K -$6.45K -64 -1%
CPSAC
1156
Chas P. Smith & Associates (CPS)
Florida
$611K +$133K +1,318 +25%
CA
1157
CGN Advisors
Kansas
$610K +$33.8K +335 +5%
CA
1158
Continuum Advisory
Idaho
$609K +$15.6K +155 +2%
Pure Financial Advisors
1159
Pure Financial Advisors
California
$608K +$14.9K +148 +2%
Park National Corp
1160
Park National Corp
Ohio
$607K – – –
EFG
1161
Everhart Financial Group
Ohio
$606K -$17.5K -174 -3%
Millennium Management
1162
Millennium Management
New York
$605K +$403K +3,998 +159%
BFAG
1163
Blackston Financial Advisory Group
Florida
$605K -$30.9K -307 -4%
HHWM
1164
Hiley Hunt Wealth Management
Nebraska
$604K +$1.21K +12 +0.2%
DCM
1165
Dimension Capital Management
Florida
$602K – – –
Plancorp LLC
1166
Plancorp LLC
Missouri
$602K – – –
SMA
1167
Seven Mile Advisory
New Jersey
$600K – – –
GAA
1168
Global Assets Advisory
Florida
$600K +$442K +4,389 +190%
BWM
1169
Base Wealth Management
Florida
$599K +$650K +6,448 New
SW
1170
SkyOak Wealth
Michigan
$598K -$605 -6 -0.1%
WCP
1171
Wick Capital Partners
Pennsylvania
$597K – – –
Capital Investment Advisors
1172
Capital Investment Advisors
Georgia
$595K -$7.26K -72 -1%
Kestra Investment Management
1173
Kestra Investment Management
Texas
$593K +$258K +2,560 +67%
LEA
1174
Legacy Edge Advisors
New York
$592K -$14.7K -146 -2%
Williams Jones Wealth Management
1175
Williams Jones Wealth Management
New York
$588K – – –