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
IIL
1726
Insight Inv LLC
California
$130K – – –
CP
1727
Castleview Partners
Texas
$129K +$24.3K +244 +24%
WBC
1728
West Branch Capital
Massachusetts
$127K +$200 +2 +0.2%
LDB
1729
Lee, Danner & Bass
Tennessee
$122K +$120K +1,200 New
SWM
1730
Sugarloaf Wealth Management
Georgia
$121K -$4.69K -47 -4%
FWM
1731
FSA Wealth Management
Massachusetts
$120K – – –
CT
1732
Clearstead Trust
Maine
$119K – – –
WWM
1733
Wolff Wiese Magana
California
$118K – – –
TCM
1734
Tradewinds Capital Management
Washington
$117K – – –
CWM
1735
Compass Wealth Management
Connecticut
$117K – – –
WTFG
1736
Wood Tarver Financial Group
Idaho
$111K +$110K +1,100 New
MAS
1737
MPWM Advisory Solutions
Georgia
$111K +$109K +1,092 New
MIA
1738
Milestone Investment Advisors
Wisconsin
$109K – – –
PCM
1739
Perritt Capital Management
Illinois
$108K +$100 +1 +0.1%
TAM
1740
Tucker Asset Management
Colorado
$107K +$30.1K +302 +40%
RF
1741
Roxbury Financial
New Jersey
$105K +$104K +1,043 New
HC
1742
Hoese & Co
Minnesota
$105K +$103K +1,032 New
AF
1743
Atala Financial
California
$104K +$102K +1,024 New
AIM
1744
Anchor Investment Management
South Carolina
$102K – – –
FLP
1745
Financial Life Planners
Arizona
$101K +$99.7K +999 New
JFG
1746
JDM Financial Group
Texas
$101K -$30.3K -304 -23%
EF
1747
Empowered Funds
Pennsylvania
$97.6K +$95.9K +961 New
HIW
1748
Holos Integrated Wealth
Pennsylvania
$97.2K +$95.5K +957 New
CBT
1749
CoreFirst Bank & Trust
Kansas
$97.1K – – –
TAM
1750
Townsend Asset Management
North Carolina
$96.5K – – –
68 69
70
71 72