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iShares S&P Small-Cap 600 Growth ETF
IJT

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
226
Regal Investment Advisors
Michigan
$635K +$77.9K +844 +15%
HR
227
Hayden Royal
North Carolina
$635K +$127K +1,376 +27%
VCS
228
Vaughan & Co Securities
New Jersey
$634K +$606K +6,564 New
3AM
229
3D Asset Management
Connecticut
$634K +$17.5K +190 +3%
PGFC
230
Peapack-Gladstone Financial Corp
New Jersey
$631K -$36.9K -400 -6%
CFGS
231
Concourse Financial Group Securities
Alabama
$631K +$379K +4,106 +169%
CA
232
Calton & Associates
Florida
$629K +$55.4K +600 +10%
CHC
233
City Holding Co
West Virginia
$626K -$4.06K -44 -0.7%
CFD
234
Creative Financial Designs
Indiana
$624K -$59.1K -640 -9%
MBT
235
Montecito Bank & Trust
California
$619K – – –
MCWS
236
McKinley Carter Wealth Services
West Virginia
$603K -$18.5K -200 -3%
IA
237
IFG Advisory
Georgia
$602K – – –
MWM
238
Mattern Wealth Management
Kansas
$596K +$569K +6,164 New
PIA
239
Perennial Investment Advisors
California
$593K +$566K +6,134 New
EIP
240
Ellis Investment Partners
Pennsylvania
$585K -$57.1K -618 -9%
SW
241
SVB Wealth
Massachusetts
$585K +$29.7K +322 +6%
TA
242
Townsend & Associates
Colorado
$577K +$44.3K +480 +9%
ATFA
243
All Terrain Financial Advisors
Minnesota
$576K -$14K -152 -2%
SF
244
Synovus Financial
Georgia
$564K -$42.8K -464 -7%
NWS
245
Newport Wealth Strategies
California
$563K – – –
IWM
246
IHT Wealth Management
Illinois
$560K -$56K -606 -9%
BIM
247
Bridges Investment Management
Nebraska
$558K +$119K +1,292 +29%
TWP
248
Total Wealth Planning
Ohio
$557K -$10.7K -116 -2%
SWPG
249
Strategic Wealth Partners Group
Illinois
$554K -$131K -1,414 -20%
FRA
250
Front Row Advisors
California
$553K – – –
8 9
10
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