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iShares S&P Small-Cap 600 Growth ETF
IJT

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
501
PFG Advisors
Arizona
$249K -$19.3K -143 -7%
VNA
502
Valley National Advisers
Pennsylvania
$248K – – –
PPWM
503
PFG Private Wealth Management
Florida
$246K – – –
CPIA
504
Cornell Pochily Investment Advisors
New York
$245K +$539 +4 +0.2%
BHWM
505
Bar Harbor Wealth Management
New Hampshire
$244K +$2.97K +22 +1%
FHC
506
First Heartland Consultants
Missouri
$243K -$11.6K -86 -5%
PAS
507
Park Avenue Securities
New York
$243K +$235K +1,739 New
FPAS
508
Focus Partners Advisor Solutions
Missouri
$243K -$4.59K -34 -2%
PWM
509
PBMares Wealth Management
Virginia
$236K +$228K +1,689 New
DC
510
Destiny Capital
Colorado
$232K +$230K +1,706 New
TCG
511
Transcendent Capital Group
Oklahoma
$231K +$83.1K +616 +59%
HFS
512
Heritage Financial Services
Massachusetts
$231K -$2.16K -16 -1%
KTA
513
Keeley-Teton Advisors
Illinois
$230K – – –
GKWIM
514
Gerber Kawasaki Wealth & Investment Management
California
$229K +$39.1K +290 +21%
BMC
515
Beaton Management Company
Massachusetts
$229K – – –
UCB
516
United Community Bank
South Carolina
$228K – – –
NWAG
517
Net Worth Advisory Group
Utah
$228K +$221K +1,635 New
SWM
518
Silverlake Wealth Management
Vermont
$228K – – –
GCM
519
Gallacher Capital Management
Colorado
$228K – – –
ABWM
520
Alpine Bank Wealth Management
Colorado
$226K +$219K +1,622 New
SWM
521
Segment Wealth Management
Texas
$223K – – –
HIMC
522
Heritage Investors Management Corp
Maryland
$223K – – –
TPWM
523
Twelve Points Wealth Management
Massachusetts
$222K – – –
UL
524
Unionview LLC
Washington
$220K +$809 +6 +0.4%
SAM
525
Synergy Asset Management
Washington
$219K – – –
19 20
21
22 23