We are live on ! Find out more
IVW icon

iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DCM
1226
Dimension Capital Management
Florida
$800K – – –
HA
1227
Huntleigh Advisors
Missouri
$800K -$13.2K -108 -2%
AWM
1228
Aureum Wealth Management
Florida
$799K +$793K +6,483 New
PEWA
1229
Pacific Excel Wealth Advisors
California
$795K +$790K +6,453 New
WIC
1230
Woodmont Investment Counsel
Tennessee
$790K -$15.1K -123 -2%
OWMIAS
1231
One Wealth Management Investment & Advisory Services
Florida
$790K -$8.69K -71 -1%
IPW
1232
Intergy Private Wealth
Colorado
$789K – – –
TI
1233
tru Independence
Oregon
$789K +$245 +2 +0%
AGWCA
1234
Annis Gardner Whiting Capital Advisors
Florida
$789K +$76.9K +628 +11%
Baker Avenue Asset Management
1235
Baker Avenue Asset Management
California
$787K – – –
CB
1236
Community Bank
New York
$785K – – –
Williams Jones Wealth Management
1237
Williams Jones Wealth Management
New York
$781K – – –
CWP
1238
Clark Wealth Partners
Illinois
$781K – – –
Dakota Wealth Management
1239
Dakota Wealth Management
Florida
$780K +$113K +924 +17%
GIA
1240
Guyasuta Investment Advisors
Pennsylvania
$779K – – –
BTWM
1241
Baker Tilly Wealth Management
Wisconsin
$779K +$193K +1,573 +33%
ICMM
1242
Integrated Capital Management (Michigan)
Michigan
$778K +$857 +7 +0.1%
WA1
1243
Wimmer Associates 1
California
$777K – – –
Fiduciary Trust
1244
Fiduciary Trust
Massachusetts
$775K -$398K -3,254 -34%
Journey Strategic Wealth
1245
Journey Strategic Wealth
New Jersey
$772K -$19.7K -161 -3%
MWA
1246
Monograph Wealth Advisors
California
$771K – – –
MCA
1247
Midwest Capital Advisors
Michigan
$770K +$734 +6 +0.1%
AFG
1248
ABLE Financial Group
Arizona
$770K +$28.3K +231 +4%
Caprock Group
1249
Caprock Group
Idaho
$768K -$70.7K -578 -8%
PFA
1250
Pinnacle Family Advisors
Missouri
$767K -$35K -286 -4%