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iShares Russell 2000 Growth ETF
IWO

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
326
Cobiz Wealth
Colorado
$367K – – –
OC
327
Oakworth Capital
Alabama
$360K -$10.5K -66 -3%
JFG
328
JMG Financial Group
Illinois
$360K – – –
BA
329
BKS Advisors
Michigan
$359K – – –
SMC
330
Smith, Moore & Co
Missouri
$359K +$125K +789 +55%
DJSG
331
D.J. St. Germain
Massachusetts
$344K -$79.4K -500 -19%
GC
332
Gilbert & Cook
Iowa
$332K -$79.4K -500 -20%
EAM
333
Evanson Asset Management
California
$331K – – –
ST
334
Sageworth Trust
Pennsylvania
$329K – – –
PMFA
335
Plante Moran Financial Advisors
Michigan
$325K – – –
PFA
336
Paradigm Financial Advisors
Missouri
$320K +$4.76K +30 +2%
GRP
337
Global Retirement Partners
California
$320K +$17K +107 +6%
MIH
338
Madison Investment Holdings
Wisconsin
$319K – – –
PFO
339
Pathstone Family Office
New Jersey
$316K +$310K +1,954 New
IC
340
Intersect Capital
California
$302K -$119K -747 -29%
PO
341
Private Ocean
California
$301K +$317 +2 +0.1%
HTC
342
Haverford Trust Company
Pennsylvania
$294K – – –
HH
343
Hilltop Holdings
Texas
$292K -$37.3K -235 -12%
HFS
344
HL Financial Services
Kentucky
$288K -$153K -961 -35%
MA
345
Montag & Associates
Georgia
$285K -$39.7K -250 -12%
RG
346
Rikoon Group
New Mexico
$285K +$476 +3 +0.2%
AIM
347
Allen Investment Management
New York
$284K – – –
GLA
348
Good Life Advisors
Pennsylvania
$282K -$8.41K -53 -3%
CG
349
Caprock Group
Idaho
$280K -$31.3K -197 -10%
FNT
350
First National Trust
Pennsylvania
$277K -$62.2K -392 -19%
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