IVW icon

iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
FWI
1326
Facet Wealth Inc
Maryland
$405K +$420K +4,170 New
WLPWM
1327
Walled Lake Planning & Wealth Management
Illinois
$403K -$15.5K -154 -3%
NEWAS
1328
N.E.W. Advisory Services
Wisconsin
$400K – – –
LB
1329
Legacy Bridge
Iowa
$400K -$60.5K -600 -12%
CWA
1330
Canvas Wealth Advisors
Kansas
$400K +$51.5K +511 +13%
SFC
1331
Swisher Financial Concepts
Ohio
$397K +$104K +1,029 +32%
BWM
1332
BCGM Wealth Management
Indiana
$397K +$14.6K +145 +4%
MSG
1333
Main Street Group
Virginia
$397K +$6.65K +66 +2%
TCOV
1334
Trust Company of Vermont
Vermont
$396K +$103K +1,020 +31%
GJIA
1335
Glass Jacobson Investment Advisors
Maryland
$393K – – –
ERIC
1336
Eagle Rock Investment Company
Georgia
$393K – – –
WH
1337
Willner & Heller
California
$393K +$504 +5 +0.1%
LSPW
1338
Lake Street Private Wealth
Illinois
$390K – – –
RMP
1339
Richards, Merrill & Peterson
Washington
$389K – – –
TSMHT
1340
Thurston Springer Miller Herd & Titak
Indiana
$388K +$170K +1,686 +68%
EFG
1341
Embree Financial Group
Illinois
$385K +$12.7K +126 +3%
NPFS
1342
Novak & Powell Financial Services
Florida
$385K +$197K +1,952 New
GAM
1343
Gotham Asset Management
New York
$384K +$417K +4,137 New
NOI
1344
Newton One Investments
Delaware
$384K – – –
TRIA
1345
Trail Ridge Investment Advisors
Colorado
$384K +$31.2K +309 +8%
TWP
1346
TFO Wealth Partners
Ohio
$383K +$416K +4,131 New
UFA
1347
US Financial Advisors
Massachusetts
$381K – – –
CCM
1348
Canal Capital Management
Virginia
$380K +$403 +4 +0.1%
FSC
1349
Full Sail Capital
Oklahoma
$379K +$171K +1,697 +71%
HAS
1350
Holland Advisory Services
Florida
$378K +$504 +5 +0.1%
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