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iShares S&P Small-Cap 600 Growth ETF
IJT

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMAG
276
Pinnacle Wealth Management Advisory Group
New Jersey
$527K -$124K -1,095 -18%
AIM
277
Allen Investment Management
New York
$527K – – –
9WM
278
9258 Wealth Management
Ohio
$525K -$15.2K -134 -3%
TWP
279
Total Wealth Planning
Ohio
$522K +$7.71K +68 +1%
FMWA
280
Forvis Mazars Wealth Advisors
Missouri
$517K – – –
WAL
281
W Advisors LLC
Tennessee
$517K +$556K +4,906 New
AL
282
Aspiriant LLC
California
$516K +$556K +4,901 New
WWM
283
Western Wealth Management
Colorado
$514K -$75.5K -666 -12%
WWA
284
WCG Wealth Advisors
Nevada
$511K +$550K +4,856 New
TC
285
TAGStone Capital
North Carolina
$510K +$1.13K +10 +0.2%
SB
286
Simmons Bank
Arkansas
$501K -$27.2K -240 -5%
JF
287
JSF Financial
California
$498K -$421K -3,716 -44%
JIC
288
Johnson Investment Counsel
Ohio
$498K +$11.8K +104 +2%
PWP
289
Perfromance Wealth Partners
Illinois
$487K – – –
USCWA
290
U.S. Capital Wealth Advisors
Texas
$486K – – –
SF
291
Summit Financial
New Jersey
$482K +$519K +4,578 New
CFG
292
Citizens Financial Group
Rhode Island
$481K +$38.3K +338 +8%
FNBOO
293
First National Bank of Omaha
Nebraska
$479K – – –
FWP
294
FAS Wealth Partners
Kansas
$471K +$907 +8 +0.2%
KFI
295
Key Financial Inc
Pennsylvania
$469K +$5.21K +46 +1%
EWA
296
Exencial Wealth Advisors
Oklahoma
$464K -$164K -1,450 -25%
NSB
297
Norway Savings Bank
Maine
$464K -$14.7K -130 -3%
TGAM
298
TBH Global Asset Management
Tennessee
$464K +$340 +3 +0.1%
VFA
299
Valeo Financial Advisors
Indiana
$461K +$10.2K +90 +2%
MSFS
300
Main Street Financial Solutions
Pennsylvania
$453K – – –
10 11
12
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