IVW icon

iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
FM
1301
Family Management
New York
$482K +$474K +4,750 New
AF
1302
Apollon Financial
South Carolina
$481K -$3.99K -40 -0.8%
HCWM
1303
Hidden Cove Wealth Management
Washington
$480K +$472K +4,732 New
SCM
1304
Seascape Capital Management
New Hampshire
$479K – – –
SFC
1305
Strategic Financial Concepts
Texas
$479K +$52.4K +525 +13%
MCM
1306
Morton Capital Management
California
$478K – – –
MCM
1307
Mengis Capital Management
Oregon
$478K -$99.8K -1,000 -18%
SAM
1308
Summit Asset Management
Tennessee
$477K -$56.9K -570 -11%
TC
1309
Trilogy Capital
California
$476K -$6.88K -69 -1%
AI
1310
Accredited Investors
Minnesota
$476K -$4.79K -48 -1%
UW
1311
Unique Wealth
Florida
$475K +$89.6K +898 +24%
MW
1312
Marcum Wealth
Ohio
$475K -$53.2K -533 -10%
GAG
1313
GM Advisory Group
New York
$474K – – –
FW
1314
Fairway Wealth
Ohio
$473K +$99.8K +1,000 +27%
NA
1315
Novus Advisors
South Carolina
$473K +$464K +4,656 New
SFP
1316
SwitchPoint Financial Planning
Utah
$473K +$464K +4,656 New
HWM
1317
Horizon Wealth Management
Illinois
$471K +$462K +4,635 New
WAM
1318
WNY Asset Management
New York
$467K – – –
CIA
1319
Cape Investment Advisory
Georgia
$463K -$30.4K -305 -6%
KHC
1320
Koesten Hirschmann & Crabtree
Kansas
$463K – – –
JWM
1321
JFG Wealth Management
Colorado
$461K +$2.19K +22 +0.5%
SSW
1322
Stone Summit Wealth
Florida
$459K -$698 -7 -0.2%
APW
1323
Axim Planning & Wealth
Ohio
$457K +$76.9K +771 +21%
AAS
1324
Annex Advisory Services
Wisconsin
$457K – – –
AIP
1325
Almanack Investment Partners
Pennsylvania
$457K -$97.9K -981 -18%
51 52
53
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