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iShares S&P Small-Cap 600 Growth ETF
IJT

Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
451
Confluence Investment Management
Missouri
– -$9.52M -104,314 Closed
DCM
452
Donaldson Capital Management
Indiana
– -$6.25M -64,642 Closed
KWM
453
Keebeck Wealth Management
Illinois
– -$4.09M -42,280 Closed
HWA
454
Heartwood Wealth Advisors
Virginia
– -$2.82M -29,184 Closed
NFG
455
Norris Financial Group
South Carolina
– -$2.8M -29,010 Closed
IAA
456
Independent Advisor Alliance
North Carolina
– -$2.04M -21,060 Closed
OC
457
Oarsman Capital
Wisconsin
– -$1.93M -19,960 Closed
UR
458
USCA RIA
Texas
– -$1.5M -15,466 Closed
AWM
459
AE Wealth Management
Kansas
– -$1.49M -15,400 Closed
SS
460
Simplicity Solutions
Minnesota
– -$1.34M -13,916 Closed
BAM
461
Beaumont Asset Management
Texas
– -$1.12M -11,602 Closed
PWAP
462
Private Wealth Advisors (Pennsylvania)
Pennsylvania
– -$1.09M -11,060 Closed
SC
463
Stratford Consulting
Texas
– -$1.03M -10,618 Closed
PA
464
PFG Advisors
Arizona
– -$776K -8,012 Closed
GVAG
465
Great Valley Advisor Group
Delaware
– -$760K -7,864 Closed
RIA
466
Regal Investment Advisors
Michigan
– -$635K -6,568 Closed
MCWS
467
McKinley Carter Wealth Services
West Virginia
– -$603K -6,236 Closed
MWM
468
Mattern Wealth Management
Kansas
– -$596K -6,164 Closed
PIA
469
Perennial Investment Advisors
California
– -$593K -6,134 Closed
RIA
470
Realta Investment Advisors
Delaware
– -$553K -5,874 Closed
HIS
471
Harvest Investment Services
Illinois
– -$531K -5,494 Closed
SIC
472
Shoker Investment Counsel
Ohio
– -$524K -5,422 Closed
VFA
473
Voya Financial Advisors
Connecticut
– -$480K -4,970 Closed
CSPIA
474
Cary Street Partners Investment Advisory
Virginia
– -$435K -4,908 Closed
RWMH
475
Riverpoint Wealth Management Holdings
Illinois
– -$448K -4,632 Closed
17 18
19
20 21