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iShares S&P Small-Cap 600 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
451
SFG Wealth Management
Maryland
$232K +$228K +1,672 New
ES
452
Eagle Strategies
New York
$232K +$228K +1,674 New
Wealthspire Advisors (New York)
453
Wealthspire Advisors (New York)
New York
$231K -$49.1K -361 -18%
GC
454
Garde Capital
Washington
$231K – – –
Comerica Bank
455
Comerica Bank
Texas
$231K +$255K +1,870 New
RBC
456
Roble Belko & Company
Pennsylvania
$230K – – –
CA
457
Continuum Advisory
Idaho
$230K +$226K +1,660 New
CPC
458
Consolidated Planning Corp
Georgia
$229K – – –
KTA
459
Keeley-Teton Advisors
Illinois
$229K – – –
Laird Norton Wetherby Trust Company
460
Laird Norton Wetherby Trust Company
Washington
$228K – – –
BMCM
461
Bryn Mawr Capital Management
Pennsylvania
$227K – – –
FMBTD
462
First Midwest Bank Trust Division
Illinois
$227K – – –
First National Trust
463
First National Trust
Pennsylvania
$226K +$221K +1,625 New
APA
464
American Portfolios Advisors
New York
$225K -$5.08M -37,279 -96%
Heritage Investors Management Corp
465
Heritage Investors Management Corp
Maryland
$222K – – –
SWM
466
Segment Wealth Management
Texas
$222K – – –
Bradley Foster & Sargent
467
Bradley Foster & Sargent
Connecticut
$222K +$217K +1,597 New
BFS
468
Bickling Financial Services
Massachusetts
$219K -$13.3K -98 -6%
Plancorp LLC
469
Plancorp LLC
Missouri
$218K +$408 +3 +0.2%
BO
470
BRR OpCo
Ohio
$217K +$213K +1,563 New
AP
471
Atwood & Palmer
Missouri
$216K – – –
Procyon Advisors
472
Procyon Advisors
Connecticut
$215K – – –
FNBTCON
473
First National Bank & Trust Co of Newtown
Pennsylvania
$213K – – –
SPP
474
Single Point Partners
Massachusetts
$213K +$209K +1,532 New
Sequoia Financial Advisors
475
Sequoia Financial Advisors
Ohio
$213K +$209K +1,533 New