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iShares S&P Small-Cap 600 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BSWA
451
Bromfield Sneider Wealth Advisors
Massachusetts
$226K
CFA
452
Cahill Financial Advisors
Minnesota
$225K -$25.3K -201 -10%
KLI
453
Kelman-Lazarov Inc
Tennessee
$225K
VNA
454
Valley National Advisers
Pennsylvania
$223K
SFS
455
Security Financial Services
Indiana
$222K -$4.41K -35 -2%
BBNA
456
Bremer Bank National Association
Minnesota
$221K -$4.41K -35 -2%
SFS
457
Summit Financial Strategies
Ohio
$220K +$222K +1,759 New
FFN
458
Focus Financial Network
Minnesota
$220K -$179K -1,419 -45%
IAIM
459
Industrial Alliance Investment Management
Quebec, Canada
$219K +$175K +1,387 +385%
BS
460
Boenning & Scattergood
Pennsylvania
$219K +$221K +1,753 New
CBT
461
Central Bank & Trust
Kentucky
$217K
PMFA
462
Plante Moran Financial Advisors
Michigan
$216K -$26.2K -208 -11%
LG
463
LaFleur & Godfrey
Michigan
$215K
HCP
464
Hexagon Capital Partners
Arkansas
$214K +$214K +1,700 +21,250%
SC
465
Savant Capital
Illinois
$212K +$504 +4 +0.2%
SBH
466
Segall Bryant & Hamill
Illinois
$212K +$213K +1,690 New
BAM
467
Belpointe Asset Management
Nevada
$211K +$24.5K +194 +13%
IF
468
Intrua Financial
Texas
$210K +$504 +4 +0.2%
ES
469
Eagle Strategies
New York
$210K +$882 +7 +0.4%
SWM
470
SFG Wealth Management
Maryland
$209K +$126 +1 +0.1%
PFM
471
Phillips Financial Management
Indiana
$209K +$211K +1,672 New
AWE
472
Avidian Wealth Enterprises
Texas
$208K -$1.4M -11,114 -87%
GC
473
Garde Capital
Washington
$208K
KP
474
Keel Point
Alabama
$207K +$15.1K +120 +8%
CPC
475
Consolidated Planning Corp
Georgia
$206K