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iShares S&P Small-Cap 600 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BSWA
476
Bromfield Sneider Wealth Advisors
Massachusetts
$195K
PMFA
477
Plante Moran Financial Advisors
Michigan
$190K +$3.3K +30 +2%
BlackRock
478
BlackRock
New York
$189K -$1.98K -18 -1%
SC
479
SouthState Corp
Florida
$182K
PFM
480
Phillips Financial Management
Indiana
$181K
GC
481
Garde Capital
Washington
$180K
IAIM
482
Industrial Alliance Investment Management
Quebec, Canada
$176K -$87.3K -794 -33%
HCA
483
Heck Capital Advisors
Wisconsin
$174K -$118K -1,073 -40%
AP
484
Atwood & Palmer
Missouri
$168K
MCM
485
Mill Capital Management
North Carolina
$163K +$166K +1,510 New
BAM
486
Belpointe Asset Management
Nevada
$163K -$22K -200 -12%
RBC
487
Roble Belko & Company
Pennsylvania
$153K
IRAG
488
Investment Research & Advisory Group
Georgia
$152K +$17.5K +159 +13%
EW
489
Element Wealth
Mississippi
$151K +$153K +1,395 New
DSC
490
Duncker Streett & Co
Missouri
$145K
CFO
491
CVA Family Office
Colorado
$139K
QCG
492
Quadrant Capital Group
Ohio
$137K +$35.2K +320 +34%
CFB
493
Cullen/Frost Bankers
Texas
$135K -$19.1K -174 -12%
OIA
494
Optimum Investment Advisors
Illinois
$134K
DI
495
Disciplined Investments
Oklahoma
$131K
LWCFA
496
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$130K
SWA
497
Sutton Wealth Advisors
Florida
$126K
CF
498
Centaurus Financial
California
$125K -$11.7K -106 -8%
STCOSD
499
Sageworth Trust Company of South Dakota
South Dakota
$125K +$127K +1,154 New
FFL
500
Financial Freedom LLC
Ohio
$124K +$126K +1,150 New