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iShares S&P Small-Cap 600 Growth ETF
IJT

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
751
Mark Sheptoff Financial Planning
Connecticut
$31.6K – – –
WWM
752
Wolff Wiese Magana
California
$31.1K – – –
PWA
753
Physician Wealth Advisors
Utah
$30.2K – – –
LBC
754
Lowe Brockenbrough & Co
Virginia
$29.3K -$1.78K -11 -6%
CB
755
CNB Bank
Pennsylvania
$29.3K – – –
WTA
756
Washington Trust Advisors
Massachusetts
$28.9K – – –
CB
757
Community Bank
New York
$28.6K – – –
SWP
758
Strategic Wealth Partners
Ohio
$28.4K +$10K +62 +64%
BG
759
Bollard Group
Massachusetts
$27K +$24.6K +152 New
TWD
760
True Wealth Design
Ohio
$26.8K – – –
SAM
761
Smartleaf Asset Management
Massachusetts
$25.8K – – –
CT
762
Coastline Trust
Rhode Island
$25.7K – – –
CSPIA
763
Cary Street Partners Investment Advisory
Virginia
$25.2K -$6.64K -41 -23%
LWCFA
764
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$25K -$194K -1,200 -90%
HR
765
Howe & Rusling
New York
$24.1K +$17.8K +110 +440%
CFM
766
Compass Financial Management
Florida
$23.3K +$21.1K +130 New
GCM
767
Gunpowder Capital Management
Maryland
$23.2K – – –
BONH
768
Bank of New Hampshire
New Hampshire
$22.9K – – –
NSIM
769
North Star Investment Management
Illinois
$22.7K -$21.1K -130 -51%
CIAS
770
Capital Investment Advisory Services
North Carolina
$22.5K – – –
WETS
771
Wealth Enhancement Trust Services
South Dakota
$20.2K – – –
OHWP
772
Oak Harbor Wealth Partners
North Carolina
$20K -$30.6K -189 -63%
TAM
773
Tucker Asset Management
Colorado
$19.5K – – –
AT
774
Avalon Trust
New Mexico
$19.3K – – –
EWM
775
EPG Wealth Management
Georgia
$19.3K – – –
29 30
31
32 33