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
OPS
201
Orion Portfolio Solutions
Nebraska
$14.1M +$7.18M +89,352 +115%
MFIM
202
Mesirow Financial Investment Management
Illinois
$14.1M +$150K +1,871 +1%
GL
203
Graypoint LLC
New York
$13.9M +$1.83M +22,810 +16%
LNWTC
204
Laird Norton Wetherby Trust Company
Washington
$13.9M -$177K -2,200 -1%
SFP
205
Sterling Financial Planning
New Jersey
$13.9M -$679K -8,446 -5%
BHB
206
Bank Hapoalim BM
Israel
$13.8M +$13.1M +163,000 New
SAG
207
SageView Advisory Group
California
$13.8M +$7.85M +97,720 +930%
SFA
208
Sequoia Financial Advisors
Ohio
$13.7M -$2.28M -28,342 -15%
CFO
209
Callan Family Office
Pennsylvania
$13.7M +$126K +1,563 +1%
CFG
210
Citizens Financial Group
Rhode Island
$13.5M +$482K +6,001 +4%
RSWM
211
Robertson Stephens Wealth Management
California
$13.5M +$600K +7,470 +5%
PGFC
212
Peapack-Gladstone Financial Corp
New Jersey
$13.3M -$103K -1,276 -0.8%
APP
213
Avantax Planning Partners
Iowa
$13.3M -$2.19M -27,295 -15%
OWA
214
One Wealth Advisors
California
$13.3M +$6.72M +83,653 +114%
CPSC
215
Carl P. Sherr & Co
Massachusetts
$13.2M -$87.3K -1,087 -0.7%
BFA
216
BBJS Financial Advisors
Washington
$13.2M -$896K -11,153 -7%
CAL
217
Capital Advisors Ltd
Ohio
$13.2M +$201K +2,500 +2%
AIM
218
Acropolis Investment Management
Missouri
$13.2M -$134K -1,672 -1%
TPI
219
Trust Point Inc
Wisconsin
$12.9M – – –
WANY
220
Wealthspire Advisors (New York)
New York
$12.4M +$615K +7,649 +5%
CFA
221
Camarda Financial Advisors
Florida
$12.2M -$342K -4,252 -3%
KFS
222
Kelly Financial Services
Massachusetts
$12.2M +$5.99M +74,548 +107%
LIA
223
LBMC Investment Advisors
Tennessee
$12.1M +$579K +7,210 +5%
SW
224
Simplicity Wealth
New Jersey
$12M +$10.3M +128,502 +905%
FHC
225
First Heartland Consultants
Missouri
$12M +$1.87M +23,280 +20%
7 8
9
10 11