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iShares Russell 2000 Growth ETF
IWO

Name Holding Trade Value Shares
Change 		Change in
Stake
3AM
251
3D Asset Management
Connecticut
$814K -$43K -288 -5%
GP
252
Girard Partners
Pennsylvania
$802K +$144K +964 +23%
HIM
253
Hanlon Investment Management
New Jersey
$798K +$774K +5,184 New
FUBT
254
First United Bank & Trust
Maryland
$792K +$5.97K +40 +0.8%
BFO
255
Boston Family Office
Massachusetts
$785K – – –
TYCC
256
Texas Yale Capital Corp
Florida
$781K – – –
SI
257
Shaker Investments
Ohio
$777K +$753K +5,045 New
HB
258
Homrich & Berg
Georgia
$763K +$5.22K +35 +0.7%
BJL
259
Brighton Jones LLC
Washington
$762K -$1.87M -12,509 -72%
LNC
260
Lincoln National Corp
Pennsylvania
$755K – – –
OC
261
Oppenheimer & Co
New York
$748K -$221K -1,479 -23%
MWP
262
MYCIO Wealth Partners
Pennsylvania
$728K +$218K +1,462 +45%
TW
263
Transform Wealth
Colorado
$719K +$45.8K +307 +7%
AIM
264
Arcadia Investment Management
Michigan
$715K +$399K +2,670 +135%
WSTAM
265
Wilbanks Smith & Thomas Asset Management
Virginia
$712K – – –
AIA
266
Avalon Investment & Advisory
Texas
$694K +$673K +4,510 New
MFS
267
Madrona Financial Services
Washington
$684K -$51.2K -343 -7%
NIP
268
Nicholas Investment Partners
California
$682K +$662K +4,432 New
SPWA
269
SteelBridge Private Wealth Advisors
Florida
$673K +$348K +2,330 +118%
HSA
270
HBK Sorce Advisory
Pennsylvania
$643K +$8.81K +59 +1%
CBU
271
CIBC Bank USA
Illinois
$639K – – –
HCM
272
Hollencrest Capital Management
California
$636K +$448 +3 +0.1%
RWA
273
RGT Wealth Advisors
Texas
$635K -$58.8K -394 -9%
ICRM
274
Insight Capital Research & Management
California
$633K +$328K +2,200 +115%
RSA
275
Robertson Stephens Advisors
California
$619K +$600K +4,021 New
9 10
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