We are live on ! Find out more
IVW icon

iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SHJ
126
Sharkey, Howes & Javer
Colorado
$30.3M +$5.92M +58,715 +22%
Cerity Partners
127
Cerity Partners
New York
$30M -$1.04M -10,345 -3%
SW
128
SteelPeak Wealth
California
$29.7M +$1.96M +19,486 +6%
MCM
129
MV Capital Management
Maryland
$29.3M -$2.74M -27,152 -8%
SHIM
130
Stone House Investment Management
Pennsylvania
$29.3M +$5.43M +53,892 +21%
ANB
131
Amarillo National Bank
Texas
$29.2M -$964K -9,562 -3%
SIC
132
Sterling Investment Counsel
New York
$27.5M +$12.7M +126,347 +74%
TW
133
Transform Wealth
Colorado
$27.1M +$8.34M +82,770 +40%
SFO
134
Stokes Family Office
Louisiana
$27M -$1.78M -17,628 -6%
PFA
135
Pettinga Financial Advisors
Indiana
$27M +$260K +2,580 +0.9%
HFA
136
High Falls Advisors
New York
$26.8M +$222K +2,205 +0.8%
HGWM
137
Horst & Graben Wealth Management
Oregon
$26.8M +$525K +5,210 +2%
SWP
138
Stratos Wealth Partners
Ohio
$26.8M -$339K -3,367 -1%
FHB
139
First Hawaiian Bank
Hawaii
$26.2M -$1.86M -18,485 -6%
WSFS
140
Wilmington Savings Fund Society
Delaware
$26.1M -$234K -2,317 -0.8%
BPA
141
Beacon Pointe Advisors
California
$25.9M +$1.09M +10,806 +4%
FHA
142
First Horizon Advisors
Tennessee
$25.9M +$1.93M +19,124 +7%
SVCP
143
Silicon Valley Capital Partners
California
$25.6M -$190K -1,887 -0.7%
Financial Engines Advisors
144
Financial Engines Advisors
California
$25.5M -$2.94M -29,122 -10%
FMWA
145
Forvis Mazars Wealth Advisors
Missouri
$25.5M -$1.77M -17,594 -6%
PIA
146
Powell Investment Advisors
Florida
$25.2M +$1.04M +10,336 +4%
FMC
147
First Merchants Corp
Indiana
$25M -$2.55M -25,314 -9%
AWA
148
Arkadios Wealth Advisors
Georgia
$24.8M +$19.3M +191,915 +253%
BCI
149
Brinker Capital Investments
Pennsylvania
$24.5M -$568K -5,636 -2%
OPS
150
Orion Portfolio Solutions
Nebraska
$24.5M -$568K -5,636 -2%