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iShares Russell Top 200 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFI
601
Key Financial Inc
Pennsylvania
$164K – – –
AIM
602
Acropolis Investment Management
Missouri
$163K – – –
CFFP
603
Center for Financial Planning
Michigan
$162K – – –
Allspring Global Investments
604
Allspring Global Investments
North Carolina
$159K +$97.7K +346 +162%
CRI
605
Commonwealth Retirement Investments
Virginia
$155K +$151K +534 New
ST
606
Smithfield Trust
Pennsylvania
$155K – – –
GIL
607
Go Invest LLC
Utah
$151K +$847 +3 +0.6%
RWM
608
Rialto Wealth Management
New York
$145K – – –
SC
609
SouthState Corp
Florida
$145K – – –
MHR
610
Matthew Hamilton Rosenberg
$125K – – –
Bank of Montreal
611
Bank of Montreal
Ontario, Canada
$124K -$472K -1,672 -80%
CTWM
612
Cherry Tree Wealth Management
Minnesota
$121K – – –
ADL
613
Asset Dedication LLC
California
$119K – – –
PMFA
614
Plante Moran Financial Advisors
Michigan
$116K +$102K +360 +900%
NRC
615
New Republic Capital
North Carolina
$115K – – –
HPC
616
HM Payson & Co
Maine
$106K – – –
BNP Paribas Financial Markets
617
BNP Paribas Financial Markets
France
$102K +$99.1K +351 New
GKIM
618
GW&K Investment Management
Massachusetts
$100K – – –
MPWT
619
MassMutual Private Wealth & Trust
Connecticut
$100K – – –
Simplex Trading
620
Simplex Trading
Illinois
$92.7K +$20.6K +73 +30%
CFM
621
Compass Financial Management
Florida
$91.7K +$89.2K +316 New
PS
622
Planning Strategies
Pennsylvania
$91K +$88.4K +313 New
Vanguard Advisers Inc
623
Vanguard Advisers Inc
Pennsylvania
$89.9K +$5.65K +20 +7%
SIC
624
Salem Investment Counselors
North Carolina
$86.9K – – –
VWA
625
Valued Wealth Advisors
Utah
$86.3K +$83.9K +297 New