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iShares S&P Small-Cap 600 Growth ETF
IJT

Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
526
Freedom Investment Management
Connecticut
$225K -$327K -2,371 -60%
TPWM
527
Twelve Points Wealth Management
Massachusetts
$225K – – –
CWS
528
Confluence Wealth Services
Pennsylvania
$222K – – –
TCWM
529
Total Clarity Wealth Management
Illinois
$221K +$216K +1,562 New
CRC
530
Curi RMB Capital
Illinois
$221K +$215K +1,561 New
PWM
531
Perigon Wealth Management
California
$219K -$11.3K -82 -5%
HPM
532
Hoxton Planning & Management
West Virginia
$218K +$4.42K +32 +2%
HP
533
Holistic Planning
Texas
$217K +$212K +1,535 New
AWM
534
AE Wealth Management
Kansas
$213K +$65.8K +477 +46%
TP
535
Tranquility Partners
Tennessee
$213K – – –
IA
536
IFG Advisors
Missouri
$213K +$138 +1 +0.1%
AFM
537
Armstrong Fleming & Moore
District of Columbia
$213K – – –
VA
538
Valmark Advisers
Ohio
$212K +$207K +1,501 New
GC
539
Garde Capital
Washington
$212K +$3.04K +22 +1%
AIC
540
Allodium Investment Consultants
Minnesota
$212K +$206K +1,496 New
FLP
541
Financial Life Planners
Arizona
$210K +$205K +1,487 New
CWM
542
Cordatus Wealth Management
Pennsylvania
$210K -$8.27M -59,955 -98%
SC
543
Slow Capital
California
$210K -$28.4K -206 -12%
WKSWA
544
White Knight Strategic Wealth Advisors
New Jersey
$209K +$203K +1,474 New
CHA
545
Cooper/Haims Advisors
New York
$208K +$203K +1,472 New
IIC
546
Ironwood Investment Counsel
Arizona
$208K +$203K +1,469 New
OCM
547
Objective Capital Management
Ohio
$206K +$201K +1,459 New
AG
548
Ascent Group
Virginia
$206K -$113K -818 -36%
MCM
549
MidAtlantic Capital Management
Virginia
$206K +$201K +1,455 New
SC
550
SouthState Corp
Florida
$205K -$124K -900 -38%
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