IVW icon

iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
1351
TrueWealth Advisors
Alabama
$429K – – –
OCFG
1352
O'Connor Financial Group
Illinois
$428K – – –
MSG
1353
Main Street Group
Virginia
$427K +$58.2K +583 +16%
LSPW
1354
Lake Street Private Wealth
Illinois
$427K +$5.09K +51 +1%
RMP
1355
Richards, Merrill & Peterson
Washington
$426K +$418K +4,193 New
PVI
1356
Pine Valley Investments
New Jersey
$426K +$418K +4,191 New
AIM
1357
Advyzon Investment Management
Illinois
$420K +$413K +4,140 New
MF
1358
Montis Financial
Massachusetts
$420K +$189K +1,895 +85%
NOI
1359
Newton One Investments
Delaware
$420K -$38.6K -387 -9%
PIAS
1360
PCA Investment Advisory Services
Ohio
$420K -$11.9K -119 -3%
BWM
1361
BCGM Wealth Management
Indiana
$419K +$187K +1,879 +83%
UFA
1362
US Financial Advisors
Massachusetts
$417K +$100 +1 +0%
TWA
1363
Talisman Wealth Advisors
New Jersey
$416K +$191K +1,914 +88%
GSEP
1364
Golden State Equity Partners
California
$416K +$408K +4,094 New
CCM
1365
Canal Capital Management
Virginia
$415K -$9.68K -97 -2%
HAS
1366
Holland Advisory Services
Florida
$413K +$499 +5 +0.1%
FFG
1367
Floyd Financial Group
Missouri
$413K +$408K +4,085 New
RA
1368
Ruggaard & Associates
Ohio
$412K – – –
JSA
1369
Jim Saulnier & Associates
Colorado
$411K +$499 +5 +0.1%
ACP
1370
Aviance Capital Partners
Florida
$409K – – –
EFG
1371
Embree Financial Group
Illinois
$409K +$19K +190 +5%
ONST
1372
Old North State Trust
North Carolina
$408K -$27.1K -272 -6%
TL
1373
Tradewinds LLC
North Carolina
$408K +$387K +3,877 New
CWA
1374
Canvas Wealth Advisors
Kansas
$408K – – –
HFS
1375
Howard Financial Services
Texas
$407K +$399 +4 +0.1%
53 54
55
56 57