IVW icon

iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1576
Steph & Co
Wisconsin
$340K – – –
VDC
1577
Van Diest Capital
Iowa
$340K -$15.8K -131 -4%
BHPW
1578
Beverly Hills Private Wealth
California
$340K -$4.45K -37 -1%
1W
1579
1776 Wealth
Georgia
$339K – – –
OE
1580
OFS Enterprise
Nebraska
$339K +$361K +2,998 New
CAN
1581
Capital Advisor Network
Indiana
$339K +$360K +2,996 New
WWC
1582
Waypoint Wealth Counsel
Georgia
$339K -$3.08M -25,587 -90%
ML
1583
McAdam LLC
Pennsylvania
$336K +$36.4K +303 +11%
RA
1584
Riverstone Advisors
Texas
$335K +$357K +2,965 New
DJSG
1585
D.J. St. Germain
Massachusetts
$335K -$24.2K -201 -6%
RWB
1586
RMR Wealth Builders
New Jersey
$334K -$5.89K -49 -2%
SLWM
1587
Stone Loft Wealth Management
Pennsylvania
$330K +$120 +1 +0%
GLR
1588
Great Lakes Retirement
Ohio
$329K -$271K -2,251 -44%
VBFP
1589
Valtinson Bruner Financial Planning
Minnesota
$328K +$8.78K +73 +3%
GCM
1590
G2 Capital Management
Ohio
$328K – – –
SWP
1591
Summit Wealth Partners
Florida
$328K +$348K +2,896 New
DWM
1592
Drive Wealth Management
Utah
$326K -$122K -1,012 -26%
TCTWM
1593
Three Cord True Wealth Management
Pennsylvania
$324K – – –
WAS
1594
WESPAC Advisors SoCal
California
$324K +$345K +2,867 New
SIG
1595
Sargent Investment Group
Maryland
$324K +$9.02K +75 +3%
MKC
1596
M. Kraus & Co
Vermont
$322K -$18K -150 -5%
SMC
1597
Smith, Moore & Co
Missouri
$322K +$36.9K +307 +12%
SPIA
1598
Strategic Point Investment Advisors
Rhode Island
$321K – – –
FSA
1599
Financial Services Advisory
Maryland
$321K +$44.3K +368 +15%
CWM
1600
Chemistry Wealth Management
New York
$321K +$42.5K +353 +14%
62 63
64
65 66