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iShares S&P Small-Cap 600 Growth ETF
IJT

Name Holding Trade Value Shares
Change 		Change in
Stake
BFM
376
Boston Financial Management
Massachusetts
$488K – – –
EP
377
Essential Planning
New Hampshire
$483K – – –
SF
378
Summit Financial
New Jersey
$481K -$39.8K -295 -8%
TA
379
TruWealth Advisors
Louisiana
$481K -$17.9K -133 -4%
BFC
380
Bedel Financial Consulting
Indiana
$481K – – –
RDIA
381
RE Dickinson Investment Advisors
Iowa
$479K -$173K -1,280 -27%
BRWA
382
B. Riley Wealth Advisors
Florida
$478K -$61.8K -458 -12%
PFS
383
Prospect Financial Services
New York
$468K +$47.2K +350 +12%
SF
384
Synovus Financial
Georgia
$465K +$27.4K +203 +6%
WA
385
Waverly Advisors
Alabama
$464K +$135 +1 +0%
VAM
386
Verity Asset Management
North Carolina
$463K +$6.47K +48 +1%
TWM
387
Trueblood Wealth Management
Ohio
$459K – – –
CIA
388
Compass Ion Advisors
Pennsylvania
$456K -$2.29K -17 -0.5%
BSB
389
Bangor Savings Bank
Maine
$453K – – –
QCG
390
Quadrant Capital Group
Ohio
$441K – – –
FLPIM
391
F.L. Putnam Investment Management
Massachusetts
$438K -$27K -200 -6%
KFP
392
KMG Fiduciary Partners
Ohio
$435K +$270 +2 +0.1%
CWM
393
Concentric Wealth Management
California
$430K – – –
9WM
394
9258 Wealth Management
Ohio
$429K -$1.62K -12 -0.4%
AEPWM
395
Atlantic Edge Private Wealth Management
Florida
$429K +$11.2K +83 +3%
DWM
396
Diversify Wealth Management
Utah
$425K +$422K +3,126 New
FSC
397
Full Sail Capital
Oklahoma
$425K – – –
SI
398
Saxon Interests
Texas
$425K +$15.9K +118 +4%
SBIA
399
Sheaff Brock Investment Advisors
Indiana
$424K – – –
LBC
400
Lowe Brockenbrough & Co
Virginia
$420K -$27K -200 -6%
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