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iShares Russell 2000 Growth ETF
IWO

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
276
Arete Wealth Advisors
Illinois
$412K +$396K +2,719 New
CLOS
277
Compagnie Lombard Odier SCmA
Switzerland
$404K +$388K +2,665 New
DT
278
Diversified Trust
Tennessee
$400K – – –
IWMPD
279
Integrated Wealth Management (Palm Desert)
California
$400K +$385K +2,640 New
FA
280
FDx Advisors
Illinois
$399K +$379K +2,600 New
RT
281
Rockland Trust
Massachusetts
$394K -$95.9K -658 -20%
FTIOP
282
Fiduciary Trust International of Pennsylvania
Pennsylvania
$389K – – –
WA
283
WFG Advisors
Texas
$385K -$55.1K -378 -13%
CAL
284
Capital Analysts LLC
Pennsylvania
$372K +$109K +745 +44%
NPC
285
National Planning Corporation
California
$364K -$557K -3,825 -61%
PWM
286
Perigon Wealth Management
California
$363K +$146 +1 +0%
SFSIG
287
San Francisco Sentry Investment Group
California
$358K -$5.83K -40 -2%
HCM
288
Horrell Capital Management
Arkansas
$357K +$8.02K +55 +2%
MCM
289
Manchester Capital Management
Vermont
$350K +$131K +900 +64%
DPI
290
Diversified Portfolios Inc
Michigan
$349K – – –
PFA
291
Paradigm Financial Advisors
Missouri
$342K +$729 +5 +0.2%
DMC
292
Drexel Morgan & Co
Pennsylvania
$333K +$321K +2,200 New
DJSG
293
D.J. St. Germain
Massachusetts
$330K – – –
CW
294
Cobiz Wealth
Colorado
$327K +$315K +2,161 New
CM
295
Castleark Management
Illinois
$323K +$151K +1,035 +95%
NG
296
NatWest Group
United Kingdom
$314K – – –
BDF
297
Balasa Dinverno & Foltz
$311K – – –
ALA
298
Atherton Lane Advisers
California
$310K – – –
EAM
299
Evanson Asset Management
California
$310K – – –
MA
300
Montag & Associates
Georgia
$308K -$20.4K -140 -6%
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