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iShares Russell 2000 Growth ETF
IWO

Name Holding Trade Value Shares
Change 		Change in
Stake
BDF
301
Balasa Dinverno & Foltz
$318K – – –
EAM
302
Evanson Asset Management
California
$316K – – –
MA
303
Montag & Associates
Georgia
$315K – – –
ST
304
Sageworth Trust
Pennsylvania
$315K – – –
HH
305
Hilltop Holdings
Texas
$289K – – –
PO
306
Private Ocean
California
$287K +$306 +2 +0.1%
CWM
307
Concert Wealth Management
California
$282K -$53.9K -352 -16%
DMS
308
Discretionary Management Services
Kansas
$278K +$276K +1,800 New
IIC
309
Ironwood Investment Counsel
Arizona
$274K – – –
AIM
310
Allen Investment Management
New York
$272K – – –
BIM
311
Bridges Investment Management
Nebraska
$263K – – –
ST
312
Smithfield Trust
Pennsylvania
$261K +$45.8K +299 +22%
TWA
313
TCI Wealth Advisors
Arizona
$260K +$226K +1,477 +717%
SAA
314
Southeast Asset Advisors
Georgia
$258K -$357K -2,330 -58%
AAM
315
Autus Asset Management
Arizona
$252K +$250K +1,630 New
FANJ
316
Financial Architects (New Jersey)
New Jersey
$245K – – –
MCM
317
Mengis Capital Management
Oregon
$244K +$153 +1 +0.1%
RIA
318
Regal Investment Advisors
Michigan
$241K +$1.99K +13 +0.8%
GLA
319
Great Lakes Advisors
Illinois
$235K -$5.98K -39 -3%
BO
320
Bank OZK
Arkansas
$235K – – –
VKH
321
Virtu KCG Holdings
New York
$231K +$229K +1,495 New
CHA
322
Cedar Hill Associates
Illinois
$228K -$56.1K -366 -20%
S
323
SignatureFD
Georgia
$226K +$188K +1,228 +518%
CAL
324
Capital Advisors Ltd
Ohio
$222K – – –
BOTW
325
Bank of the West
California
$220K – – –
11 12
13
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