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iShares S&P Small-Cap 600 Growth ETF
IJT

Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
351
FAS Wealth Partners
Kansas
$544K -$51.9K -388 -8%
SB
352
Simmons Bank
Arkansas
$542K – – –
CA
353
Calton & Associates
Florida
$541K -$30.8K -230 -5%
SF
354
Summit Financial
New Jersey
$541K +$120K +896 +26%
WFA
355
Wellspring Financial Advisors
Ohio
$538K -$8.83K -66 -2%
GBT
356
Grove Bank & Trust
Florida
$535K -$68.3K -511 -11%
CWM
357
Congress Wealth Management
Massachusetts
$533K +$9.36K +70 +2%
RC
358
Rovin Capital
Arizona
$533K -$6.73M -50,328 -92%
DIA
359
Dana Investment Advisors
Wisconsin
$532K -$467K -3,490 -45%
VIA
360
Vickerman Investment Advisors
Washington
$519K -$9.23K -69 -2%
AWE
361
Avidian Wealth Enterprises
Texas
$519K +$535 +4 +0.1%
AAS
362
Ameritas Advisory Services
Nebraska
$517K -$1.74K -13 -0.3%
IWA
363
Inspirion Wealth Advisors
Illinois
$517K – – –
VPP
364
Vertex Planning Partners
Illinois
$510K -$14.3K -107 -3%
KCM
365
Kendall Capital Management
Maryland
$510K -$11.6K -87 -2%
FFA
366
Fragasso Financial Advisors
Pennsylvania
$507K +$669 +5 +0.1%
EAM
367
Everstar Asset Management
North Carolina
$507K -$126K -940 -19%
YIH
368
Y-Intercept (HK)
Hong Kong
$504K +$216K +1,616 +66%
CI
369
Conning Inc
Connecticut
$499K – – –
IA
370
IFG Advisory
Georgia
$490K – – –
CFO
371
Callan Family Office
Pennsylvania
$490K – – –
ODIJL
372
One Day In July LLC
Vermont
$485K +$5.35K +40 +1%
IAG
373
Investmark Advisory Group
Connecticut
$480K – – –
FB
374
Fulton Bank
Pennsylvania
$477K +$8.56K +64 +2%
HW
375
Hancock Whitney
Mississippi
$475K – – –
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15
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