IVW icon

iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
CFSG
1451
Community Financial Services Group
Vermont
$348K – – –
IWS
1452
Integrity Wealth Solutions
Colorado
$348K -$125K -1,251 -27%
SI
1453
Saxon Interests
Texas
$346K -$299 -3 -0.1%
MWM
1454
Mascagni Wealth Management
Mississippi
$346K +$372K +3,725 New
AP
1455
Americana Partners
Texas
$343K +$337K +3,383 New
GWA
1456
Genesis Wealth Advisors
Massachusetts
$342K +$336K +3,368 New
ACG
1457
Allen Capital Group
Nebraska
$341K – – –
AAG
1458
Armstrong Advisory Group
Massachusetts
$340K – – –
TA
1459
TruWealth Advisors
Louisiana
$340K – – –
LRIA
1460
Leonard Rickey Investment Advisors
Washington
$339K -$100 -1 -0%
CT
1461
Caldwell Trust
Florida
$337K +$8.48K +85 +3%
PMWMG
1462
Parr McKnight Wealth Management Group
Minnesota
$337K +$331K +3,315 New
UCB
1463
United Community Bank
South Carolina
$336K +$13.5K +135 +4%
SFS
1464
Stiles Financial Services
Minnesota
$336K – – –
LPFG
1465
Landing Point Financial Group
Ohio
$334K +$317K +3,180 New
GCM
1466
G2 Capital Management
Ohio
$334K – – –
PA
1467
PSI Advisors
Florida
$333K +$56.9K +570 +21%
OCM
1468
One Capital Management
California
$333K +$499 +5 +0.2%
FDS
1469
Freedom Day Solutions
Texas
$332K +$11K +110 +3%
SWM
1470
Sagace Wealth Management
Florida
$332K – – –
ESBC
1471
E.S. Barr & Co
Kentucky
$332K – – –
JCM
1472
Jag Capital Management
Missouri
$332K +$998 +10 +0.3%
PFA
1473
Portland Financial Advisors
New York
$331K +$326K +3,264 New
ECG
1474
Edge Capital Group
Georgia
$330K – – –
SFC
1475
Swisher Financial Concepts
Ohio
$330K -$129K -1,298 -29%
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60 61