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iShares S&P Small-Cap 600 Growth ETF
IJT

Name Holding Trade Value Shares
Change 		Change in
Stake
ORG
526
Optimist Retirement Group
Washington
$247K +$707 +5 +0.3%
PA
527
PFG Advisors
Arizona
$244K +$1.56K +11 +0.6%
M
528
MOTCO
Texas
$241K -$2.12K -15 -0.8%
FLP
529
Financial Life Planners
Arizona
$241K +$252K +1,780 New
VNA
530
Valley National Advisers
Pennsylvania
$240K – – –
PPWM
531
PFG Private Wealth Management
Florida
$239K – – –
DC
532
Destiny Capital
Colorado
$239K +$8.06K +57 +3%
OWA
533
Oak Wealth Advisors
Illinois
$237K +$248K +1,750 New
BHWM
534
Bar Harbor Wealth Management
New Hampshire
$237K – – –
CPIA
535
Cornell Pochily Investment Advisors
New York
$235K -$3.25K -23 -1%
HP
536
Holistic Planning
Texas
$231K -$26.7K -189 -10%
PIAS
537
PCA Investment Advisory Services
Ohio
$231K -$180K -1,269 -43%
AIC
538
Allodium Investment Consultants
Minnesota
$229K +$239K +1,690 New
PWM
539
PBMares Wealth Management
Virginia
$228K -$707 -5 -0.3%
NWAG
540
Net Worth Advisory Group
Utah
$226K +$5.38K +38 +2%
CTC
541
Central Trust Company
Missouri
$226K +$96.9K +685 +69%
GWP
542
Gen-Wealth Partners
Michigan
$226K +$12.3K +87 +5%
CCT
543
Chemung Canal Trust
New York
$225K -$22.4K -158 -9%
HFS
544
Heritage Financial Services
Massachusetts
$224K – – –
PWM
545
Perigon Wealth Management
California
$224K +$9.62K +68 +4%
KTA
546
Keeley-Teton Advisors
Illinois
$223K – – –
BMC
547
Beaton Management Company
Massachusetts
$222K – – –
CWS
548
Confluence Wealth Services
Pennsylvania
$222K – – –
UCB
549
United Community Bank
South Carolina
$221K – – –
SWM
550
Silverlake Wealth Management
Vermont
$221K +$141 +1 +0.1%
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