IVW icon

iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
MMG
1476
Monetary Management Group
Missouri
$462K – – –
WSA
1477
Warm Springs Advisors
California
$460K – – –
IP
1478
Integras Partners
Georgia
$460K +$456K +3,729 New
MWM
1479
Mascagni Wealth Management
Mississippi
$459K – – –
WLPWM
1480
Walled Lake Planning & Wealth Management
Illinois
$459K -$17.7K -145 -4%
KFG
1481
Kelly Financial Group
Connecticut
$457K -$18.6K -152 -4%
AAG
1482
Armstrong Advisory Group
Massachusetts
$457K – – –
DIA
1483
Dana Investment Advisors
Wisconsin
$456K -$267K -2,182 -37%
NOI
1484
Newton One Investments
Delaware
$456K – – –
GEA
1485
Glen Eagle Advisors
New Jersey
$455K -$8.69K -71 -2%
FWM
1486
Foguth Wealth Management
Michigan
$455K +$451K +3,688 New
LT
1487
Legacy Trust
Michigan
$454K – – –
MFT
1488
Moisand Fitzgerald Tamayo
Florida
$453K – – –
SAMT
1489
Select Asset Management & Trust
Pennsylvania
$452K – – –
OPF
1490
Old Peak Finance
North Carolina
$450K +$447K +3,649 New
OA
1491
Oasis Advisors
Iowa
$449K +$446K +3,646 New
GWS
1492
Glassman Wealth Services
Virginia
$449K -$251K -2,054 -36%
AWP
1493
Accretive Wealth Partners
New Jersey
$447K – – –
SWM
1494
Silverlake Wealth Management
Vermont
$447K +$194K +1,589 +78%
EI
1495
Ellevest Inc
New York
$445K +$367 +3 +0.1%
MHB
1496
Midwest Heritage Bank
Iowa
$444K -$3.3K -27 -0.7%
CFAM
1497
Center For Asset Management
Florida
$444K +$122 +1 +0%
GFG
1498
Genesis Financial Group
New Jersey
$443K +$440K +3,598 New
PIFP
1499
Partners in Financial Planning
Virginia
$443K +$245 +2 +0.1%
WHG
1500
Westwood Holdings Group
Texas
$442K – – –
58 59
60
61 62