We are live on ! Find out more
IVW icon

iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
AFM
1526
Armstrong Fleming & Moore
District of Columbia
$342K – – –
AFAS
1527
Acorn Financial Advisory Services
Virginia
$341K +$81.4K +708 +33%
GBT
1528
Grove Bank & Trust
Florida
$336K – – –
MAG
1529
M3 Advisory Group
Massachusetts
$335K +$115 +1 +0%
TGAM
1530
TBH Global Asset Management
Tennessee
$335K +$320K +2,779 New
MWM
1531
Melfa Wealth Management
Massachusetts
$335K – – –
RIM
1532
Rockbridge Investment Management
New York
$333K – – –
SAM
1533
SP Asset Management
California
$332K +$345 +3 +0.1%
MAG
1534
MRA Advisory Group
New Jersey
$332K +$230 +2 +0.1%
PSA
1535
Plum Street Advisors
Louisiana
$331K – – –
NC
1536
NovaPoint Capital
Georgia
$331K +$315K +2,740 New
PSIWM
1537
Paradigm Strategies in Wealth Management
Minnesota
$330K – – –
CWM
1538
Chesapeake Wealth Management
Virginia
$330K -$6.9K -60 -2%
BSSFA
1539
Baron Silver Stevens Financial Advisors
Florida
$329K -$14.6K -127 -4%
KCM
1540
Kennicott Capital Management
California
$329K – – –
KCPG
1541
Kavar Capital Partners Group
Kansas
$328K – – –
ML
1542
McAdam LLC
Pennsylvania
$327K +$30.4K +264 +11%
LWM
1543
LJI Wealth Management
Indiana
$325K +$11.7K +102 +4%
DTC
1544
Davidson Trust Company
Washington
$325K – – –
DSC
1545
Duncker Streett & Co
Missouri
$324K -$17K -148 -5%
CFSG
1546
Community Financial Services Group
Vermont
$323K – – –
UAS
1547
United Asset Strategies
New York
$323K – – –
BMWS
1548
Brady Martz Wealth Solutions
North Dakota
$322K -$38K -330 -11%
CCG
1549
Cypress Capital Group
Florida
$320K – – –
WPP
1550
Whalerock Point Partners
Rhode Island
$319K – – –
60 61
62
63 64