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iShares S&P Small-Cap 600 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPO
251
Cerity Partners OCIO
New York
$808K -$23.6K -173 -3%
FCI
252
Financial Counselors Inc
Kansas
$806K -$13.6K -100 -2%
IWM
253
IHT Wealth Management
Illinois
$803K -$37.3K -274 -5%
VCS
254
Vaughan & Co Securities
New Jersey
$802K -$5.04K -37 -0.6%
SW
255
SVB Wealth
Massachusetts
$794K -$13.5K -99 -2%
CA
256
Clearstead Advisors
Ohio
$792K +$1.09K +8 +0.1%
AC
257
AWM Capital
Arizona
$783K
AF
258
Allworth Financial
California
$758K -$13.6K -100 -2%
Carson Wealth (CWM LLC)
259
Carson Wealth (CWM LLC)
Nebraska
$758K +$743K +5,460 New
WTC
260
WhitTier Trust Company
Nevada
$747K
SIC
261
Shoker Investment Counsel
Ohio
$730K +$1.77K +13 +0.2%
OCM
262
Objective Capital Management
Ohio
$723K +$709K +5,211 New
RJT
263
Raymond James Trust
Florida
$714K -$58.5K -430 -8%
FRA
264
Front Row Advisors
California
$703K -$38.8K -285 -5%
GVAG
265
Great Valley Advisor Group
Delaware
$698K -$76.6K -563 -10%
SIC
266
Sterling Investment Counsel
New York
$696K +$682K +5,013 New
AIM
267
Allen Investment Management
New York
$694K
SB
268
Simmons Bank
Arkansas
$693K
FMWA
269
Forvis Mazars Wealth Advisors
Missouri
$682K
OAP
270
One Advisory Partners
Kansas
$669K +$102K +747 +18%
TC
271
TAGStone Capital
North Carolina
$669K +$657K +4,823 New
MFW
272
Meristem Family Wealth
Minnesota
$668K -$124K -910 -16%
CCFM
273
Clear Creek Financial Management
Washington
$667K -$6.26M -45,970 -91%
SCP
274
Syntal Capital Partners
Texas
$664K
GEA
275
Glen Eagle Advisors
New Jersey
$662K +$681 +5 +0.1%