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iShares S&P Small-Cap 600 Growth ETF
IJT

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
501
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$167K – – –
DI
502
Disciplined Investments
Oklahoma
$166K +$3K +22 +2%
RFWA
503
RPg Family Wealth Advisory
Massachusetts
$163K – – –
IFAM
504
Institutional & Family Asset Management
Colorado
$163K – – –
SSB
505
Sandy Spring Bank
Maryland
$160K +$31.2K +229 +25%
JGIA
506
Jackson Grant Investment Advisers
Connecticut
$151K +$272 +2 +0.2%
CWS
507
Confluence Wealth Services
Pennsylvania
$148K +$146K +1,072 New
PIP
508
Peachtree Investment Partners
Florida
$147K +$681 +5 +0.5%
CT
509
Cambridge Trust
Massachusetts
$143K +$140K +1,030 New
RDFA
510
Ritter Daniher Financial Advisory
Ohio
$142K – – –
HWA
511
Heritage Wealth Advisors
Virginia
$139K – – –
LWANC
512
Laurel Wealth Advisors (North Carolina)
North Carolina
$138K +$136 +1 +0.1%
EWM
513
Evermay Wealth Management
Virginia
$136K -$16.3K -120 -11%
CTB
514
Country Trust Bank
Illinois
$133K -$40.8K -300 -24%
MFC
515
Mechanics Financial Corp
Ohio
$127K +$125K +916 New
OFG
516
Oxford Financial Group
Indiana
$123K +$31.6K +232 +35%
TCOV
517
Trust Company of Vermont
Vermont
$122K +$120K +878 New
SMG
518
Spectrum Management Group
Indiana
$117K – – –
QCG
519
Quadrant Capital Group
Ohio
$116K – – –
BWP
520
Baldwin Wealth Partners
Massachusetts
$114K – – –
LCM
521
Logan Capital Management
Pennsylvania
$114K – – –
GAM
522
Gemmer Asset Management
California
$112K – – –
CCM
523
Chilton Capital Management
Texas
$111K +$109K +800 New
KCM
524
KRS Capital Management
Michigan
$105K +$103K +760 New
ST
525
Smithfield Trust
Pennsylvania
$104K – – –
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