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iShares Russell 2000 Growth ETF
IWO

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
301
WFG Advisors
Texas
$295K +$167K +1,335 +150%
PFA
302
Paradigm Financial Advisors
Missouri
$291K -$201K -1,610 -42%
HH
303
Hilltop Holdings
Texas
$287K +$35.9K +288 +15%
MA
304
Montag & Associates
Georgia
$286K – – –
AW
305
ACG Wealth
Georgia
$284K +$35.7K +286 +15%
IFAM
306
Institutional & Family Asset Management
Colorado
$277K – – –
BC
307
Brinker Capital
Pennsylvania
$277K +$499 +4 +0.2%
BAS
308
Brown Advisory Securities
Maryland
$273K -$33.8K -271 -12%
KKAMG
309
Kernodle & Katon Asset Management Group
Arkansas
$273K – – –
CT
310
Cambridge Trust
Massachusetts
$273K +$16K +128 +7%
EAM
311
Evanson Asset Management
California
$271K – – –
ST
312
Sageworth Trust
Pennsylvania
$270K – – –
EAMA
313
EFG Asset Management (Americas)
Florida
$264K +$248K +1,988 New
AIM
314
Arcadia Investment Management
Michigan
$262K – – –
ICRM
315
Insight Capital Research & Management
California
$254K -$1.45M -11,618 -86%
FMBTD
316
First Midwest Bank Trust Division
Illinois
$250K +$236K +1,890 New
MPWT
317
MassMutual Private Wealth & Trust
Connecticut
$248K -$3.24K -26 -1%
DPI
318
Diversified Portfolios Inc
Michigan
$247K -$43.1K -345 -16%
SFWA
319
Summit Financial Wealth Advisors
Louisiana
$246K -$312K -2,500 -53%
PO
320
Private Ocean
California
$245K +$749 +6 +0.3%
CWM
321
Concert Wealth Management
California
$240K – – –
SC
322
SouthState Corp
Florida
$236K -$8.73K -70 -4%
FNT
323
First National Trust
Pennsylvania
$235K -$14.5K -116 -6%
IIC
324
Ironwood Investment Counsel
Arizona
$235K – – –
AIM
325
Allen Investment Management
New York
$233K – – –
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13
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