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iShares S&P Small-Cap 600 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SouthState Corp
401
SouthState Corp
Florida
$211K +$188K +1,848 New
Aptus Capital Advisors
402
Aptus Capital Advisors
Alabama
$211K +$189K +1,858 New
SNBOSD
403
Security National Bank of So Dak
Iowa
$210K +$187K +1,838 New
FHC
404
First Heartland Consultants
Missouri
$207K +$185K +1,816 New
KLI
405
Kelman-Lazarov Inc
Tennessee
$206K +$183K +1,800 New
PA
406
PFG Advisors
Arizona
$205K +$183K +1,794 New
FNBTCON
407
First National Bank & Trust Co of Newtown
Pennsylvania
$205K +$183K +1,798 New
VNA
408
Valley National Advisers
Pennsylvania
$203K – – –
PPWM
409
PFG Private Wealth Management
Florida
$202K +$181K +1,772 New
AFAS
410
Acorn Financial Advisory Services
Virginia
$202K +$181K +1,774 New
BW
411
Bison Wealth
Georgia
$198K – – –
CBT
412
Central Bank & Trust
Kentucky
$198K – – –
FFW
413
Fusion Family Wealth
New York
$198K – – –
GC
414
Garde Capital
Washington
$197K +$177K +1,732 New
RFWA
415
RPg Family Wealth Advisory
Massachusetts
$181K -$44K -432 -21%
PMFA
416
Plante Moran Financial Advisors
Michigan
$181K – – –
AP
417
Atwood & Palmer
Missouri
$179K +$1.02K +10 +0.6%
Pathstone Family Office
418
Pathstone Family Office
New Jersey
$178K +$18.5K +182 +13%
COCM
419
Charter Oak Capital Management
New Hampshire
$177K +$158K +1,547 New
RDFA
420
Ritter Daniher Financial Advisory
Ohio
$177K +$158K +1,552 New
CFA
421
Carroll Financial Associates
North Carolina
$176K +$151K +1,480 +2,387%
RBC
422
Roble Belko & Company
Pennsylvania
$162K – – –
SWA
423
Sutton Wealth Advisors
Florida
$162K – – –
IndexIQ Advisors
424
IndexIQ Advisors
New York
$159K -$121K -1,184 -46%
Country Trust Bank
425
Country Trust Bank
Illinois
$155K -$15.6K -153 -10%