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iShares Russell 2000 Growth ETF
IWO

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
301
Atria Investments
North Carolina
$490K +$116K +680 +33%
PHAM
302
Palisades Hudson Asset Management
Florida
$488K -$2.21K -13 -0.5%
FWP
303
FAS Wealth Partners
Kansas
$485K +$5.61K +33 +1%
KTC
304
Kistler-Tiffany Companies
Pennsylvania
$478K -$6.96K -41 -2%
CWM
305
Cornerstone Wealth Management
Missouri
$477K -$10.2K -60 -2%
3AM
306
3D Asset Management
Connecticut
$474K -$9.17K -54 -2%
GIA
307
GHP Investment Advisors
Colorado
$456K -$57.1K -336 -12%
BW
308
Bison Wealth
Georgia
$451K -$19.5K -115 -4%
SYBT
309
Stock Yards Bank & Trust
Kentucky
$447K -$7.64K -45 -2%
DT
310
Diversified Trust
Tennessee
$433K – – –
BRF
311
B. Riley Financial
California
$432K – – –
MBT
312
Monroe Bank & Trust
Michigan
$432K – – –
GT
313
Glenview Trust
Kentucky
$430K +$408K +2,400 New
CWM
314
Connecticut Wealth Management
Connecticut
$428K +$1.19K +7 +0.3%
BA
315
Boston Advisors
Massachusetts
$416K -$8.49K -50 -2%
PMG
316
ProVise Management Group
Florida
$413K – – –
UAS
317
United Asset Strategies
New York
$408K +$387K +2,280 New
CCM
318
Colorado Capital Management
Colorado
$404K – – –
FTUS
319
Flow Traders U.S.
New York
$403K +$383K +2,252 New
JFG
320
JMG Financial Group
Illinois
$398K – – –
BA
321
BKS Advisors
Michigan
$397K – – –
RFS
322
Rockefeller Financial Services
New York
$397K +$377K +2,220 New
RSA
323
Robertson Stephens Advisors
California
$393K -$223K -1,312 -37%
DJSG
324
D.J. St. Germain
Massachusetts
$379K – – –
BO
325
Bank OZK
Arkansas
$368K -$327K -1,926 -48%
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13
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