We are live on ! Find out more
IVW icon

iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
151
Integrated Wealth Concepts
Massachusetts
$31M -$29.7M -258,380 -50%
SWP
152
ShoreHaven Wealth Partners
New Jersey
$30.8M +$554K +4,821 +2%
PFA
153
Pettinga Financial Advisors
Indiana
$30.8M -$622K -5,409 -2%
SFA
154
Sequoia Financial Advisors
Ohio
$30.7M -$48.2K -419 -0.2%
GRP
155
Global Retirement Partners
California
$30.6M +$1.43M +12,409 +5%
Natixis Advisors
156
Natixis Advisors
Massachusetts
$30.6M +$517K +4,495 +2%
Charles Schwab
157
Charles Schwab
California
$30.5M -$7.19M -62,532 -20%
CFA
158
Cahill Financial Advisors
Minnesota
$30.3M -$939K -8,162 -3%
SFO
159
Stokes Family Office
Louisiana
$30.3M -$2.24M -19,473 -7%
HGWM
160
Horst & Graben Wealth Management
Oregon
$30M -$758K -6,591 -3%
BPA
161
Beacon Pointe Advisors
California
$30M -$3.57M -31,040 -11%
KL
162
KWMG LLC
Kansas
$29.7M +$149K +1,297 +0.5%
TPCW
163
TD Private Client Wealth
New York
$29.6M -$3.58M -31,128 -11%
CAG
164
Csenge Advisory Group
Florida
$29.5M -$640K -5,563 -2%
KPWS
165
Kestra Private Wealth Services
Texas
$29.4M +$1.7M +14,743 +6%
HSBC Holdings
166
HSBC Holdings
United Kingdom
$29.1M
AWMG
167
ADG Wealth Management Group
Louisiana
$29.1M -$254K -2,209 -0.9%
HFA
168
High Falls Advisors
New York
$28.8M -$1.53M -13,305 -5%
SFS
169
Security Financial Services
Indiana
$28.5M -$966K -8,403 -3%
MFG
170
Merit Financial Group
Georgia
$28.4M +$538K +4,680 +2%
DSA
171
Droms Strauss Advisors
Missouri
$27.9M -$1.94M -16,861 -7%
Financial Engines Advisors
172
Financial Engines Advisors
California
$27.9M -$2.31M -20,057 -8%
DA
173
Detalus Advisors
Missouri
$27.4M -$615K -5,347 -2%
BCM
174
Brookstone Capital Management
Illinois
$27.1M +$1.09M +9,499 +4%
SFI
175
SPC Financial Inc
Maryland
$27.1M -$511K -4,440 -2%