IVW icon

iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
1426
Oarsman Capital
Wisconsin
$363K -$12.5K -125 -3%
WFC
1427
Western Financial Corp
California
$363K -$229K -2,293 -39%
CTA
1428
Colonial Trust Advisors
South Carolina
$361K +$4.19K +42 +1%
KFGK
1429
Keystone Financial Group (Kentucky)
Kentucky
$361K -$176K -1,760 -33%
MFT
1430
Moisand Fitzgerald Tamayo
Florida
$361K – – –
SFGP
1431
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$360K +$353K +3,541 New
ACM
1432
Aurdan Capital Management
Pennsylvania
$358K +$352K +3,530 New
MWM
1433
Melfa Wealth Management
Massachusetts
$358K -$49.9K -500 -12%
RW
1434
RVW Wealth
California
$358K – – –
AFG
1435
ABLE Financial Group
Arizona
$358K – – –
LCGC
1436
Legacy Capital Group California
California
$357K +$28.6K +287 +9%
CAM
1437
Cozad Asset Management
Illinois
$356K – – –
ISL
1438
Ingalls & Snyder LLC
New York
$356K +$141K +1,410 +67%
BC
1439
Burney Company
Virginia
$355K – – –
KF
1440
KKM Financial
Illinois
$355K – – –
ATWA
1441
Arbor Trust Wealth Advisors
Michigan
$355K +$998 +10 +0.3%
CFS
1442
CRA Financial Services
New Jersey
$354K +$7.48K +75 +2%
AWM
1443
Affinity Wealth Management
Delaware
$352K -$16.4K -164 -5%
CCA
1444
Clarity Capital Advisors
Florida
$352K – – –
HSWM
1445
Hubbell Strickland Wealth Management
Louisiana
$351K -$599 -6 -0.2%
AFG
1446
Allegheny Financial Group
Pennsylvania
$351K – – –
PGA
1447
Portland Global Advisors
Maine
$350K -$37.8K -379 -10%
PFA
1448
Petra Financial Advisors
Colorado
$349K – – –
FWM
1449
FSR Wealth Management
Illinois
$349K +$343K +3,434 New
PIM
1450
Pullen Investment Management
Florida
$348K – – –
56 57
58
59 60