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iShares Russell 2000 Growth ETF
IWO

Name Holding Trade Value Shares
Change 		Change in
Stake
WCF
301
West Coast Financial
California
$449K – – –
BW
302
Bison Wealth
Georgia
$445K – – –
IC
303
Intersect Capital
California
$431K +$113K +686 +37%
SYBT
304
Stock Yards Bank & Trust
Kentucky
$429K – – –
FA
305
FCG Advisors
New Jersey
$412K -$11K -67 -3%
AAS
306
Annex Advisory Services
Wisconsin
$409K -$34.7K -211 -8%
DT
307
Diversified Trust
Tennessee
$408K -$36.9K -224 -8%
BRF
308
B. Riley Financial
California
$408K – – –
MBT
309
Monroe Bank & Trust
Michigan
$407K – – –
BA
310
Boston Advisors
Massachusetts
$401K -$123K -745 -24%
IFS
311
Ifrah Financial Services
Arkansas
$397K -$2.47K -15 -0.6%
CWM
312
Connecticut Wealth Management
Connecticut
$397K – – –
PMG
313
ProVise Management Group
Florida
$389K +$379K +2,305 New
ST
314
Sageworth Trust
Pennsylvania
$383K +$38.7K +235 +12%
CCM
315
Colorado Capital Management
Colorado
$381K -$32.9K -200 -8%
CW
316
Cobiz Wealth
Colorado
$380K -$3.46K -21 -0.9%
JFG
317
JMG Financial Group
Illinois
$376K – – –
BA
318
BKS Advisors
Michigan
$374K – – –
GRP
319
Global Retirement Partners
California
$363K +$27.5K +167 +8%
DJSG
320
D.J. St. Germain
Massachusetts
$358K -$1.15K -7 -0.3%
FTIOP
321
Fiduciary Trust International of Pennsylvania
Pennsylvania
$353K +$128K +775 +59%
PFA
322
Paradigm Financial Advisors
Missouri
$350K +$14.3K +87 +4%
AI
323
Atria Investments
North Carolina
$348K +$58.3K +354 +21%
GC
324
Gilbert & Cook
Iowa
$346K – – –
OC
325
Oakworth Capital
Alabama
$345K -$30.1K -183 -8%
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13
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