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iShares S&P Small-Cap 600 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GI
526
GAMCO Investors
Connecticut
$220K +$207K +1,650 New
BMC
527
Beaton Management Company
Massachusetts
$218K
BWP
528
Burling Wealth Partners
Illinois
$218K
GCM
529
Gallacher Capital Management
Colorado
$217K
PWM
530
Perigon Wealth Management
California
$217K +$1.88K +15 +0.9%
HIMC
531
Heritage Investors Management Corp
Maryland
$213K +$200K +1,600 New
SWM
532
Segment Wealth Management
Texas
$213K +$200K +1,600 New
TPWM
533
Twelve Points Wealth Management
Massachusetts
$211K +$199K +1,589 New
SAM
534
Synergy Asset Management
Washington
$209K +$197K +1,571 New
CWS
535
Confluence Wealth Services
Pennsylvania
$209K +$197K +1,569 New
QCM
536
QRG Capital Management
Illinois
$202K +$190K +1,520 New
HPM
537
Hoxton Planning & Management
West Virginia
$201K +$189K +1,510 New
TP
538
Tranquility Partners
Tennessee
$200K +$189K +1,506 New
AFM
539
Armstrong Fleming & Moore
District of Columbia
$200K +$189K +1,505 New
IA
540
IFG Advisors
Missouri
$200K +$188K +1,504 New
GC
541
Garde Capital
Washington
$197K
ABWM
542
Alpine Bank Wealth Management
Colorado
$189K -$25.1K -200 -12%
BBHC
543
Brown Brothers Harriman & Co
New York
$188K
KTC
544
Kentucky Trust Company
Kentucky
$186K
LWCFA
545
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$186K
National Bank of Canada
546
National Bank of Canada
Quebec, Canada
$182K +$8.02K +64 +5%
EB
547
Eastern Bank
Massachusetts
$173K
NEWAS
548
N.E.W. Advisory Services
Wisconsin
$166K -$53.5K -427 -25%
HIA
549
Harbor Investment Advisory
Maryland
$159K -$14.4K -115 -9%
FFL
550
Financial Freedom LLC
Ohio
$157K +$251 +2 +0.2%