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iShares S&P Small-Cap 600 Growth ETF
IJT

Name Holding Trade Value Shares
Change 		Change in
Stake
BJL
501
Brighton Jones LLC
Washington
$227K -$5.5K -43 -2%
PPWM
502
PFG Private Wealth Management
Florida
$227K – – –
CPIA
503
Cornell Pochily Investment Advisors
New York
$225K +$256 +2 +0.1%
CBT
504
Central Bank & Trust
Kentucky
$223K – – –
BHWM
505
Bar Harbor Wealth Management
New Hampshire
$222K -$1.15K -9 -0.5%
FCAM
506
First Citizens Asset Management
North Carolina
$215K +$128 +1 +0.1%
HFS
507
Heritage Financial Services
Massachusetts
$214K – – –
FUBT
508
First United Bank & Trust
Maryland
$214K – – –
KTA
509
Keeley-Teton Advisors
Illinois
$212K – – –
BMC
510
Beaton Management Company
Massachusetts
$211K – – –
RSWM
511
Robertson Stephens Wealth Management
California
$211K – – –
UCB
512
United Community Bank
South Carolina
$210K -$23.9K -187 -10%
SWM
513
Silverlake Wealth Management
Vermont
$210K +$209K +1,634 New
GCM
514
Gallacher Capital Management
Colorado
$210K -$6.39K -50 -3%
GWP
515
Gen-Wealth Partners
Michigan
$208K – – –
GIA
516
Gladstone Institutional Advisory
Florida
$207K +$7.16K +56 +4%
SWM
517
Segment Wealth Management
Texas
$205K – – –
SG
518
StoneX Group
New York
$205K +$204K +1,597 New
HIMC
519
Heritage Investors Management Corp
Maryland
$205K – – –
TPWM
520
Twelve Points Wealth Management
Massachusetts
$204K +$203K +1,589 New
PWM
521
Perigon Wealth Management
California
$202K +$201K +1,572 New
SAM
522
Synergy Asset Management
Washington
$202K – – –
UL
523
Unionview LLC
Washington
$202K +$640 +5 +0.3%
CWS
524
Confluence Wealth Services
Pennsylvania
$201K – – –
IIC
525
Ironwood Investment Counsel
Arizona
$200K – – –
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