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iShares S&P Small-Cap 600 Growth ETF
IJT

Name Holding Trade Value Shares
Change 		Change in
Stake
FGAM
451
Financial Gravity Asset Management
Texas
$716 +$353 +4 +67%
NL
452
NWAM LLC
Washington
$363 +$86.5K +980 +23%
CIM
453
Confluence Investment Management
Missouri
– -$9.52M -104,314 Closed
DCM
454
Donaldson Capital Management
Indiana
– -$6.25M -64,642 Closed
KWM
455
Keebeck Wealth Management
Illinois
– -$4.09M -42,280 Closed
HWA
456
Heartwood Wealth Advisors
Virginia
– -$2.82M -29,184 Closed
NFG
457
Norris Financial Group
South Carolina
– -$2.8M -29,010 Closed
IAA
458
Independent Advisor Alliance
North Carolina
– -$2.04M -21,060 Closed
OC
459
Oarsman Capital
Wisconsin
– -$1.93M -19,960 Closed
UR
460
USCA RIA
Texas
– -$1.5M -15,466 Closed
AWM
461
AE Wealth Management
Kansas
– -$1.49M -15,400 Closed
SS
462
Simplicity Solutions
Minnesota
– -$1.34M -13,916 Closed
BAM
463
Beaumont Asset Management
Texas
– -$1.12M -11,602 Closed
PWAP
464
Private Wealth Advisors (Pennsylvania)
Pennsylvania
– -$1.09M -11,060 Closed
SC
465
Stratford Consulting
Texas
– -$1.03M -10,618 Closed
PA
466
PFG Advisors
Arizona
– -$776K -8,012 Closed
GVAG
467
Great Valley Advisor Group
Delaware
– -$760K -7,864 Closed
RIA
468
Regal Investment Advisors
Michigan
– -$635K -6,568 Closed
MCWS
469
McKinley Carter Wealth Services
West Virginia
– -$603K -6,236 Closed
MWM
470
Mattern Wealth Management
Kansas
– -$596K -6,164 Closed
PIA
471
Perennial Investment Advisors
California
– -$593K -6,134 Closed
RIA
472
Realta Investment Advisors
Delaware
– -$553K -5,874 Closed
HIS
473
Harvest Investment Services
Illinois
– -$531K -5,494 Closed
SIC
474
Shoker Investment Counsel
Ohio
– -$524K -5,422 Closed
VFA
475
Voya Financial Advisors
Connecticut
– -$480K -4,970 Closed
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19
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