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iShares S&P Small-Cap 600 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWP
351
FAS Wealth Partners
Kansas
$544K -$51.9K -388 -8%
SB
352
Simmons Bank
Arkansas
$542K – – –
BRWA
353
B. Riley Wealth Advisors
Florida
$542K +$124K +928 +27%
CA
354
Calton & Associates
Florida
$541K -$30.8K -230 -5%
Summit Financial
355
Summit Financial
New Jersey
$541K +$120K +896 +26%
WFA
356
Wellspring Financial Advisors
Ohio
$538K -$8.83K -66 -2%
GBT
357
Grove Bank & Trust
Florida
$535K -$68.3K -511 -11%
Congress Wealth Management
358
Congress Wealth Management
Massachusetts
$533K +$9.36K +70 +2%
RC
359
Rovin Capital
Arizona
$533K -$6.73M -50,328 -92%
Dana Investment Advisors
360
Dana Investment Advisors
Wisconsin
$532K -$467K -3,490 -45%
VIA
361
Vickerman Investment Advisors
Washington
$519K -$9.23K -69 -2%
Avidian Wealth Enterprises
362
Avidian Wealth Enterprises
Texas
$519K +$535 +4 +0.1%
Ameritas Advisory Services
363
Ameritas Advisory Services
Nebraska
$517K -$1.74K -13 -0.3%
IWA
364
Inspirion Wealth Advisors
Illinois
$517K – – –
VPP
365
Vertex Planning Partners
Illinois
$510K -$14.3K -107 -3%
KCM
366
Kendall Capital Management
Maryland
$510K -$11.6K -87 -2%
FFA
367
Fragasso Financial Advisors
Pennsylvania
$507K +$669 +5 +0.1%
EAM
368
Everstar Asset Management
North Carolina
$507K -$126K -940 -19%
Y-Intercept (HK)
369
Y-Intercept (HK)
Hong Kong
$504K +$216K +1,616 +66%
Conning Inc
370
Conning Inc
Connecticut
$499K – – –
IFG Advisory
371
IFG Advisory
Georgia
$490K – – –
Callan Family Office
372
Callan Family Office
Pennsylvania
$490K – – –
ODIJL
373
One Day In July LLC
Vermont
$485K +$5.35K +40 +1%
IAG
374
Investmark Advisory Group
Connecticut
$480K – – –
Fulton Bank
375
Fulton Bank
Pennsylvania
$477K +$8.56K +64 +2%