IVW icon

iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
1251
MN Wealth Advisors
Kansas
$470K +$510K +5,060 New
S
1252
Sachetta
Massachusetts
$468K -$121K -1,201 -19%
WCM
1253
WealthBridge Capital Management
Ohio
$467K – – –
RSA
1254
River Street Advisors
Illinois
$466K -$62.5K -620 -11%
G
1255
GenTrust
Florida
$464K – – –
CCMG
1256
Clark Capital Management Group
Pennsylvania
$464K -$668K -6,630 -57%
W
1257
Wealthquest
Ohio
$464K -$3.43K -34 -0.7%
VC
1258
Vicus Capital
Pennsylvania
$463K +$8.57K +85 +2%
SF
1259
Seros Financial
Arizona
$460K -$35.9K -356 -7%
OHIS
1260
Oak Harvest Investment Services
Texas
$459K -$706 -7 -0.1%
LGWM
1261
Litman Gregory Wealth Management
California
$459K – – –
MW
1262
Marcum Wealth
Ohio
$457K +$24.4K +242 +5%
FC
1263
Fusion Capital
South Carolina
$457K +$504 +5 +0.1%
MA
1264
Mosaic Advisors
Texas
$456K +$222K +2,199 +81%
GI
1265
GLOBALT Investments
Georgia
$455K -$10.1K -100 -2%
PMFA
1266
Plante Moran Financial Advisors
Michigan
$454K -$19.8K -196 -4%
PNAA
1267
Pictet North America Advisors
Switzerland
$452K – – –
CIA
1268
Cape Investment Advisory
Georgia
$450K +$29.1K +289 +6%
LG
1269
LaFleur & Godfrey
Michigan
$449K -$25.8K -256 -5%
FB
1270
Fulton Bank
Pennsylvania
$449K -$211K -2,089 -30%
IWS
1271
Insight Wealth Strategies
California
$449K +$605 +6 +0.1%
DFG
1272
Dynamic Financial Group
Iowa
$449K +$202 +2 +0%
PW
1273
PUREfi Wealth
Massachusetts
$445K +$40.7K +404 +9%
FOR
1274
Family Office Research
Maryland
$444K -$119K -1,182 -20%
VWA
1275
Visionary Wealth Advisors
Illinois
$443K -$24.3K -241 -5%
49 50
51
52 53