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iShares S&P Small-Cap 600 Growth ETF
IJT

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
351
Titleist Asset Management
Texas
$633K +$661K +4,675 New
PWP
352
Perfromance Wealth Partners
Illinois
$626K – – –
CPSC
353
Carl P. Sherr & Co
Massachusetts
$625K -$91.1K -644 -12%
RWP
354
RWA Wealth Partners
Massachusetts
$624K -$566 -4 -0.1%
CA
355
Calton & Associates
Florida
$620K +$648K +4,578 New
FA
356
FC Advisory
Pennsylvania
$609K +$990 +7 +0.2%
WWM
357
Western Wealth Management
Colorado
$607K -$13K -92 -2%
SEIA
358
Signature Estate & Investment Advisors
California
$604K -$28K -198 -4%
MG
359
Mather Group
Illinois
$603K +$23.9K +169 +4%
IC
360
IEQ Capital
California
$601K +$141 +1 +0%
RCAG
361
Rehmann Capital Advisory Group
Michigan
$598K +$13.9K +98 +2%
QPWM
362
Quadrant Private Wealth Management
Pennsylvania
$596K +$217K +1,537 +54%
WFA
363
Wellspring Financial Advisors
Ohio
$594K +$59.7K +422 +11%
LWM
364
Lionshead Wealth Management
New York
$592K +$619K +4,374 New
SB
365
Simmons Bank
Arkansas
$589K – – –
FC
366
Financial Consulate
Maryland
$588K -$57K -403 -8%
FFA
367
Farther Finance Advisors
California
$586K +$566 +4 +0.1%
PS
368
Principal Securities
Iowa
$585K +$28.4K +201 +5%
VIA
369
Vickerman Investment Advisors
Washington
$574K -$3.11K -22 -0.5%
MF
370
Meridian Financial
Massachusetts
$572K +$22.9K +162 +4%
CWM
371
Congress Wealth Management
Massachusetts
$570K +$195K +1,376 +49%
VPP
372
Vertex Planning Partners
Illinois
$569K – – –
KCM
373
Kendall Capital Management
Maryland
$566K +$31.8K +225 +6%
IWA
374
Inspirion Wealth Advisors
Illinois
$566K – – –
AWE
375
Avidian Wealth Enterprises
Texas
$563K -$9.34K -66 -2%
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15
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