IVW icon

iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1151
Pinnacle Family Advisors
Missouri
$786K +$38.1K +331 +5%
ICMM
1152
Integrated Capital Management (Michigan)
Michigan
$786K +$805 +7 +0.1%
DCM
1153
Dimension Capital Management
Florida
$783K – – –
OWMIAS
1154
One Wealth Management Investment & Advisory Services
Florida
$782K -$8.4K -73 -1%
CG
1155
Caprock Group
Idaho
$782K +$783K +6,806 New
CWP
1156
Clark Wealth Partners
Illinois
$781K -$1.87M -16,281 -72%
SMA
1157
Seven Mile Advisory
New Jersey
$780K – – –
JSW
1158
Journey Strategic Wealth
New Jersey
$776K -$62.3K -542 -8%
MWP
1159
Madison Wealth Partners
Wisconsin
$775K -$155K -1,349 -17%
IPW
1160
Intergy Private Wealth
Colorado
$773K – – –
TI
1161
tru Independence
Oregon
$773K +$32.3K +281 +5%
LEA
1162
Legacy Edge Advisors
New York
$772K -$28.4K -247 -4%
BAAM
1163
Baker Avenue Asset Management
California
$771K +$734K +6,383 New
IW
1164
Imprint Wealth
South Carolina
$769K +$732K +6,368 New
CB
1165
Community Bank
New York
$768K -$143K -1,243 -16%
ACA
1166
Affinity Capital Advisors
California
$767K – – –
WJWM
1167
Williams Jones Wealth Management
New York
$765K – – –
FFG
1168
Frisch Financial Group
New York
$764K +$728K +6,329 New
GIA
1169
Guyasuta Investment Advisors
Pennsylvania
$763K – – –
EFG
1170
Everhart Financial Group
Ohio
$761K -$230 -2 -0%
WA1
1171
Wimmer Associates 1
California
$761K – – –
TA
1172
TFB Advisors
Kansas
$758K -$8.74K -76 -1%
SW
1173
SkyOak Wealth
Michigan
$757K – – –
MWA
1174
Monograph Wealth Advisors
California
$755K – – –
MCA
1175
Midwest Capital Advisors
Michigan
$753K +$920 +8 +0.1%
45 46
47
48 49