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iShares S&P Small-Cap 600 Growth ETF
IJT

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
526
CFS Investment Advisory Services
New Jersey
$321K – – –
VNA
527
Valley National Advisers
Pennsylvania
$318K – – –
NWAG
528
Net Worth Advisory Group
Utah
$317K -$2.01M -12,412 -87%
M
529
MOTCO
Texas
$316K – – –
VEM
530
Vann Equity Management
Texas
$316K -$35.7K -220 -11%
PPWM
531
PFG Private Wealth Management
Florida
$315K – – –
AW
532
Alteri Wealth
California
$313K – – –
OWA
533
Oak Wealth Advisors
Illinois
$313K – – –
FAL
534
Focused Alpha LLC
Colorado
$311K -$162 -1 -0.1%
CICC
535
Capital Investment Counsel (Colorado)
Colorado
$309K – – –
SFMG
536
Sage Financial Management Group
Virginia
$305K -$12.5K -77 -4%
BJL
537
Brighton Jones LLC
Washington
$305K +$6.64K +41 +2%
MWM
538
Modern Wealth Management
Kansas
$300K +$272K +1,678 New
BHWM
539
Bar Harbor Wealth Management
New Hampshire
$300K – – –
ES
540
Eagle Strategies
New York
$299K -$3.56K -22 -1%
QCM
541
QRG Capital Management
Illinois
$298K +$270K +1,669 New
IAA
542
Independent Advisor Alliance
North Carolina
$298K -$2.06M -12,706 -88%
CRC
543
Curi RMB Capital
Illinois
$296K +$2.59K +16 +1%
BMC
544
Beaton Management Company
Massachusetts
$293K – – –
CCM
545
Coldstream Capital Management
Washington
$293K -$57K -352 -18%
BWP
546
Burling Wealth Partners
Illinois
$292K – – –
HIMC
547
Heritage Investors Management Corp
Maryland
$286K – – –
TWA
548
Tulsa Wealth Advisors
Oklahoma
$286K – – –
SWM
549
Segment Wealth Management
Texas
$286K – – –
BWP
550
Balboa Wealth Partners
Arizona
$283K -$12.2K -75 -5%
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