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iShares S&P Small-Cap 600 Growth ETF
IJT

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
501
Cambridge Trust
Massachusetts
$129K – – –
LWANC
502
Laurel Wealth Advisors (North Carolina)
North Carolina
$125K +$126 +1 +0.1%
EWM
503
Evermay Wealth Management
Virginia
$123K – – –
SLWA
504
San Luis Wealth Advisors
California
$122K +$111K +878 New
CTB
505
Country Trust Bank
Illinois
$120K – – –
MFC
506
Mechanics Financial Corp
Ohio
$115K – – –
BWP
507
Baldwin Wealth Partners
Massachusetts
$113K +$10.1K +80 +10%
FP
508
Financial Perspectives
Minnesota
$112K +$37.6K +298 +50%
IFA
509
Interactive Financial Advisors
Illinois
$112K +$116K +918 +8,345%
OFG
510
Oxford Financial Group
Indiana
$111K – – –
LC
511
Lindbrook Capital
California
$110K +$64K +508 +136%
TCWA
512
Ten Capital Wealth Advisors
Washington
$107K +$108K +854 New
SMG
513
Spectrum Management Group
Indiana
$105K – – –
QCG
514
Quadrant Capital Group
Ohio
$104K -$504 -4 -0.5%
LCM
515
Logan Capital Management
Pennsylvania
$103K – – –
GAM
516
Gemmer Asset Management
California
$101K – – –
SCA
517
Sandy Cove Advisors
Massachusetts
$95K +$42.7K +339 +80%
ST
518
Smithfield Trust
Pennsylvania
$93K – – –
TAM
519
Townsend Asset Management
North Carolina
$91K – – –
BWL
520
Bogart Wealth LLC
Virginia
$82K – – –
FF
521
FourThought Financial
Florida
$82K – – –
WCAMG
522
Woodard & Company Asset Management Group
North Carolina
$80K – – –
PO
523
Private Ocean
California
$78K -$12.1K -96 -13%
CFB
524
Cullen/Frost Bankers
Texas
$78K – – –
EWA
525
EverSource Wealth Advisors
Alabama
$76K -$93.2K -739 -55%
19 20
21
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