IVW icon

iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1501
Cozad Asset Management
Illinois
$442K – – –
AFA
1502
Allium Financial Advisors
Oregon
$440K -$7.47K -61 -2%
GJIA
1503
Glass Jacobson Investment Advisors
Maryland
$439K +$122 +1 +0%
BIG
1504
Brooklyn Investment Group
New York
$438K +$431K +3,524 New
BWL
1505
Bogart Wealth LLC
Virginia
$438K -$160K -1,308 -27%
CFG
1506
Compass Financial Group
Ohio
$436K +$433K +3,541 New
UF
1507
Univest Financial
Pennsylvania
$436K -$47.5K -388 -10%
ACM
1508
Aurdan Capital Management
Pennsylvania
$435K – – –
RW
1509
RVW Wealth
California
$434K – – –
DF
1510
Dunhill Financial
United Kingdom
$433K -$734 -6 -0.2%
ATWA
1511
Arbor Trust Wealth Advisors
Michigan
$432K +$490 +4 +0.1%
TL
1512
Tradewinds LLC
North Carolina
$431K – – –
CICC
1513
Capital Investment Counsel (Colorado)
Colorado
$430K -$6.12K -50 -1%
NFA
1514
Northwest Financial Advisors
Virginia
$429K -$61.6K -503 -13%
KA
1515
Klingman & Associates
New York
$429K – – –
FAT
1516
First American Trust
California
$428K +$54.8K +448 +15%
FG
1517
Fairman Group
Pennsylvania
$427K +$424K +3,466 New
MA
1518
MCF Advisors
Kentucky
$427K +$101K +827 +31%
AFG
1519
Allegheny Financial Group
Pennsylvania
$426K – – –
EIP
1520
Essential Investment Partners
Colorado
$425K +$422K +3,450 New
SFA
1521
Salus Financial Advisors
Colorado
$424K – – –
PIM
1522
Pullen Investment Management
Florida
$423K – – –
SFWA
1523
Summit Financial Wealth Advisors
Louisiana
$422K -$584K -4,768 -58%
ISL
1524
Ingalls & Snyder LLC
New York
$420K – – –
NS
1525
NBC Securities
Alabama
$419K – – –
59 60
61
62 63