IVW icon

iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1276
BOS Asset Management
Illinois
$441K – – –
FM
1277
Family Management
New York
$441K – – –
GWA
1278
Genesis Wealth Advisors
Massachusetts
$440K +$139K +1,376 +41%
OCFG
1279
O'Connor Financial Group
Illinois
$440K +$53K +526 +12%
AF
1280
Apollon Financial
South Carolina
$440K – – –
AAS
1281
Annex Advisory Services
Wisconsin
$438K +$22.6K +224 +5%
HFS
1282
Howard Financial Services
Texas
$438K +$71.3K +707 +18%
SCM
1283
Seascape Capital Management
New Hampshire
$438K – – –
FF
1284
Francis Financial
$438K -$47.2K -468 -9%
OCM
1285
Objective Capital Management
Ohio
$438K -$1.85M -18,341 -80%
MCM
1286
Morton Capital Management
California
$437K – – –
MCM
1287
Mengis Capital Management
Oregon
$437K – – –
WWM
1288
WT Wealth Management
Arizona
$437K -$31.3K -310 -6%
HCWM
1289
Hidden Cove Wealth Management
Washington
$437K -$2.92K -29 -0.6%
SAM
1290
Summit Asset Management
Tennessee
$436K – – –
PWMAG
1291
Pinnacle Wealth Management Advisory Group
New Jersey
$435K -$179K -1,775 -27%
BTWM
1292
Baker Tilly Wealth Management
Wisconsin
$434K +$38.5K +382 +9%
SFC
1293
Strategic Financial Concepts
Texas
$434K -$4.13K -41 -0.9%
GAG
1294
GM Advisory Group
New York
$433K – – –
BHPW
1295
Beverly Hills Private Wealth
California
$432K -$47K -466 -9%
SFP
1296
SwitchPoint Financial Planning
Utah
$432K – – –
AI
1297
Accredited Investors
Minnesota
$431K -$4.84K -48 -1%
CMAI
1298
Capital Management Associates Inc
Minnesota
$431K +$234K +2,322 +100%
HWM
1299
Horizon Wealth Management
Illinois
$430K +$101 +1 +0%
WAM
1300
WNY Asset Management
New York
$427K – – –
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